Core Insights - Target is expanding its next-day delivery service to 35 of the top 60 metropolitan markets in the U.S. by the end of next month, which includes 22 new cities this year, aiming to compete more effectively with Amazon [1][2] - The expansion will increase Target's next-day delivery coverage to 54% of the U.S. population, up from 20% [2] - Target currently offers same-day delivery to over 80% of the U.S. population, while Amazon has expanded its same-day delivery sites by over 60% in 2024 [3] Delivery Strategy - Target is shifting from a national fulfillment model to a market-based approach, utilizing stores and fulfillment centers to enhance delivery speed without compromising profits [4] - The company operates 11 sortation centers to batch orders for delivery through Shipt services or third-party carriers, and is expanding partnerships with national carriers [5] - A new shipping strategy is being tested in Chicago, which has led to increased same-day delivery and reduced delivery costs per item [6][7] Future Plans - Target plans to add another 20 cities for next-day delivery by next year [2] - Elements of the new shipping strategy will be launched in 30 to 40 more markets, with some offering next-day deliveries [8]