Are Target’s store investments enough to turn its experience around?
TargetTarget(US:TGT) Yahoo Finance·2026-02-11 15:56

Core Insights - Target is prioritizing customer experience under new CEO Michael Fiddelke, focusing on increasing store payrolls and labor hours to enhance service quality [1][2] Group 1: Strategic Initiatives - Target plans to invest in additional labor hours and implement new customer experience training for all employees across its stores [2] - The company is eliminating approximately 100 district-level roles and 400 supply chain-related positions to fund these initiatives, which experts view as a positive direction [2][3] Group 2: Operational Challenges - Target faces significant in-store challenges, including poor in-stock rates and long checkout lines, which the additional labor hours aim to address without compromising fulfillment speed [3] - Experts highlight that increased staffing could also help mitigate issues like theft, particularly in high-value and high-theft areas such as alcohol and electronics [4] Group 3: Customer Experience Issues - Current problems in Target stores include messiness, poor merchandising, and insufficient staff assistance, leading to a decline in the overall shopping experience [5] - The deterioration in store experience is noted to reduce customer visit frequency and lower conversion rates, impacting overall sales performance [5]