Target on Wednesday lowered its full-year forecast for sales in 2025, as executives said consumers have spent less amid unpredictability surrounding tariffs, the latest company to flag concerns and cut projections, citing uncertainty over U.S. tariffs.Target will likely have sales decline throughout 2025, the retailer said after previously projecting a 1% growth, as CEO Brian Cornell and CCO Rick Gomez reportedly blamed weaker spending amid uncertainty about tariffs and backlash to the company’s phasing out ...

Target (TGT) Q1 2026 Earnings Call May 21, 2025 08:00 AM ET Company Participants John Hulbert - Director - Investor CommunicationsBrian Cornell - Chair & CEORick Gomez - EVP & CCOMichael Fiddelke - Executive VP & COOJim Lee - EVP & CFOKate McShane - Managing DirectorNone - ExecutiveEdward Kelly - Managing Director - Equity Research Conference Call Participants Christopher Horvers - Senior AnalystRupesh Parikh - Managing Director and Senior AnalystMichael Lasser - Equity Research Analyst - Hardlines, Broadli ...

Target (TGT) Q1 2026 Earnings Call May 21, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Welcome to the Target Corporation First Quarter Earnings Release Conference Call. During the presentation, all participants will be in a listen only mode. Afterwards, we will invite you to participate in a question and answer session. At the close of prepared remarks, we will open the queue for Q and A session. As a reminder, this conference is being recorded, Wednesday, 05/21/2025. I would ...

DALY CITY, CA - AUGUST 13: School teacher Liza Gleason shops for back to school supplies at a ... More Target store August 13, 2008 in Daly City, California. With stores gearing up for back to school shopping, the Commerce Department reported today that retail sales fell 0.1 percent in July, the first time in five months. (Photo by Justin Sullivan/Getty Images)Getty ImagesThe first few months of 2025 were bumpy for many big retailers and the US stock market. The world had to adjust to tariffs and GDP contra ...

Market Overview - Pre-market futures are flat following a sixth-straight up-day on the S&P 500, with market sentiment buoyed by positive trade deal expectations [1] - The Dow is up +0.03%, while the S&P 500 is down -0.17%, and the tech-heavy Nasdaq has grown nearly +20% recently but is down -0.28% in early trading [2] Economic Indicators - U.S. Leading Economic Indicators (LEI) dropped -1.0% to 99.4 points in April, marking the first time below 100 since September of last year [3] - This decline represents the fifth consecutive drop in LEI, which had previously shown a hopeful turn around the 2024 election [3] Home Depot Earnings - Home Depot reported mixed Q1 results with earnings of $3.56 per share, missing the Zacks consensus by 3 cents, while revenues were $39.86 billion, up +9.4% year over year [5] - Shares of Home Depot are up +2% in pre-market trading, recovering most of year-to-date losses [5] Viking Holdings Earnings - Viking Holdings reported Q1 results with negative earnings of -$0.24 per share, which was 2 cents better than expected, and revenues of $897.06 million, exceeding estimates by +4.49% [6] - Despite outperforming expectations, shares are down -5% in early trading [6] Upcoming Earnings Reports - Palo Alto Networks is expected to report negative -8% earnings growth with revenues projected to increase by +14.67% [7] - Toll Brothers is anticipated to report fiscal Q2 numbers with expected declines of -15.3% on earnings and -11.9% on revenues, although it may achieve its third earnings beat in the last four quarters [8]

A Target logo is seen at a store. (Photo by Yichuan Cao/NurPhoto via Getty Images)NurPhoto via Getty Images Target (NYSE: TGT) is set to announce its fiscal first-quarter earnings on Wednesday, May 21, 2025, with analysts forecasting earnings of $1.70 per share on $24.4 billion in revenue. This would indicate a 16% decrease in year-over-year earnings and flat sales growth compared to last year’s figures of $2.03 per share and $24.5 billion in revenue. Historically, TGT stock has risen 50% of the time after ...

Core Insights - Target Corporation enhances its Target Circle 360 membership program by eliminating same-day delivery price markups across a network of over 100 retailers, providing members with more savings and convenience [1][4][5] - The program allows unlimited same-day delivery from Target and Shipt's curated marketplace, transforming it into a digital shopping center for members [3][4] - Target Circle 360 members can save an average of seven hours a month and over $300 a year, emphasizing the program's value proposition [4][10] Membership Benefits - Members enjoy fast, free shipping, no-rush returns, early access to deals, and monthly freebies [1][5] - New members receive a special offer of $20 off their first order of $75 or more, incentivizing sign-ups [6][10] - The program includes unlimited same-day delivery on orders over $35 and access to personalized deals and bonuses [6][8] Market Positioning - Target Circle 360 differentiates itself from other membership programs by offering a wide range of retailers, including CVS, PetSmart, and local grocers, enhancing the shopping experience [3][5] - The program is designed to meet consumer demands for time and cost savings, positioning Target and Shipt as leaders in the retail ecosystem [5][8] - Since its relaunch in April 2024, Target has gained 13 million new members, indicating strong market acceptance and growth [8]

FICC Research Economics 16 May 2025 China Outlook De-escalation brings some relief While the trade detente lifted asset markets and the export outlook, it reduces the urgency for new stimulus and the tariff trajectory remains uncertain. Our pulse checks this week point to a weaker property sector, softer consumer sentiment as job market pain persists, and higher SOE investment. Trade war ceasefire sparked by mutual interest The US and China agreed on a 90-day tariff truce after the Geneva talks on 12 May. I ...

Core Insights - Walmart is nearing the ability to deliver to 95% of the US population within three hours, which is faster than Amazon, although Walmart's product selection for this service is smaller [1] - The company has seen a significant increase in three-hour deliveries, nearly doubling the volume compared to the previous year, contributing to its e-commerce business achieving a quarterly profit for the first time [2] - Walmart's extensive network of over 4,600 stores and investments in fulfillment centers and automated supply chains are key advantages in managing delivery operations [3] Delivery Operations - The concept of "densification" allows Walmart to spread delivery costs over a larger volume of packages, enhancing profitability [2] - Customers are increasingly willing to pay for expedited delivery services, with Walmart+ offering fast grocery delivery and other customers paying fees for quick delivery options [2] - Walmart has developed a suite of apps to streamline the ordering and delivery process for customers, workers, and delivery drivers [4] Revenue Streams - The company is diversifying its revenue by selling warehousing and delivery services to other businesses, alongside a growing advertising sales business [4] - These additional revenue streams support Walmart's ability to maintain fast delivery speeds while keeping costs low [4] - The efficiency of Walmart's delivery operations was demonstrated during peak times like Easter and Mother's Day, showcasing the importance of convenience in retail [5]

Wall Street analysts forecast that Target (TGT) will report quarterly earnings of $1.68 per share in its upcoming release, pointing to a year-over-year decline of 17.2%. It is anticipated that revenues will amount to $24.42 billion, exhibiting a decline of 0.5% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 5.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections ...