Target to expand next-day delivery service to 35 US metro areas

Core Insights - Target is expanding its next-day delivery service to 35 major US metropolitan areas by the end of October, including cities like San Francisco, Chicago, and Los Angeles [1][2] - Most items available for shipping will be eligible for next-day delivery, with free service for orders over $35 and no minimum spend for Target Circle 360 members [2] - Target aims to extend next-day delivery to more locations next year as part of its stores-as-hubs strategy [2] Delivery Services - Currently, Target provides same-day delivery to approximately 80% of the US population and two-day shipping to 99% [3] - Order Pickup and Drive-Up services will continue to be available free of charge [3] Financial Performance - In Q2 2025, Target generated net sales of $25.2 billion, a decrease of 0.9% from the previous year, attributed to a 1.2% decline in merchandise sales, despite a 14.2% growth in non-merchandise sales [3] Partnerships - Target and Ulta Beauty will not renew their shop-in-shop partnership after the existing contract expires in August 2026, which began in 2021 and allowed for combined benefits through linked rewards accounts [4]