Financial giants have made a conspicuous bullish move on Target. Our analysis of options history for Target (NYSE:TGT) revealed 22 unusual trades.Delving into the details, we found 45% of traders were bullish, while 40% showed bearish tendencies. Out of all the trades we spotted, 13 were puts, with a value of $735,419, and 9 were calls, valued at $373,103.Projected Price TargetsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from ...

Core Viewpoint - Telsey Advisory Group maintains an Outperform rating and a price target of $1,100 for Costco Wholesale ahead of the December sales report [1] Sales Forecast - Costco is expected to release December sales results after market close on January 7, with total comparable sales growth projected at 2.2% for December 2025, a decrease from 7.4% in the previous year [2] - Core merchandise comparable sales growth is forecasted at 2.0%, down from 9.9% a year earlier, excluding an estimated net benefit of approximately 20 basis points from gasoline prices and foreign exchange [2] Regional Performance - U.S. comparable sales excluding gas are expected to rise by 1.0%, compared to 9.8% last year [3] - Canada’s comparable sales excluding gas and foreign exchange are projected at 4.0%, down from 10.3% [3] - Other international markets are expected to post comparable sales of 5.0% excluding foreign exchange, compared to 9.8% in the prior year [3] External Factors - Gasoline prices declined in the low single-digit range during December, creating a roughly 20 basis point headwind to comparable sales [4] - A weaker U.S. dollar is expected to provide an estimated 40 basis point tailwind based on recent currency trends [4] Traffic and Ticket Growth - Traffic growth is projected at 0.5%, down from 5.5% last year, as consumers continue to seek value [5] - Average ticket growth is expected to be 1.7%, roughly in line with the prior year, supported by tariff-related inflation and positive category trends [5] Digital Sales - Digital sales are forecasted to increase by 5.0%, compared to 34.4% last year, reflecting gains in non-food categories and ongoing benefits from assortment expansion and targeted marketing [6] - Non-food sales are expected to benefit from holiday and gift-driven demand, while Food & Sundries and Fresh Foods are anticipated to remain solid due to at-home consumption trends and Costco's value-focused assortment [6]

Group 1 - U.S. stock markets, including Nasdaq and New York Stock Exchange, will be closed on New Year's Day, January 1 [2] - Bond markets will also be closed on New Year's Day and will resume operations on January 2 [2] - Major shipping carriers like UPS and FedEx will suspend standard pickup and delivery services on New Year's Day [2] Group 2 - Retailers such as Walmart, Target, Macy's, and Kohl's will remain open on New Year's Day, with 7-Eleven stores also operating under adjusted hours [4] - Select pharmacies like CVS and Walgreens will operate on New Year's Day [4] - Banks and post offices will reopen for regular service on January 2, with markets resuming regular trading hours [4]

Core Insights - Costco Wholesale has proven to be a lucrative investment, significantly outperforming the S&P 500 over the past decade, with a $1,000 investment growing to approximately $6,400 compared to $4,000 in the S&P 500 index fund [1] Company Performance - Costco has a current membership base of 146 million cardholders, indicating strong growth potential as it expands its store presence both domestically and internationally [4] - The company's price-to-earnings (P/E) ratio has increased by over 50% since 2015, currently trading at 46 times its trailing-12-month earnings [5] - Costco's earnings are growing at about 10% year over year, with a consensus long-term earnings growth estimate of 9% [6] Investment Considerations - The high current valuation of Costco stock may limit potential upside in the coming years, with projections suggesting a $1,000 investment today could grow to approximately $2,600 in 10 years, excluding dividends [6] - The Motley Fool Stock Advisor has identified 10 stocks that they believe are better investment opportunities than Costco at this time [7]

Core Insights - Walmart Inc. reported a 17% year-over-year increase in membership income for Q3 fiscal 2026, highlighting the growing significance of fee-based revenues in its operating model [2][11] - The overall membership and other income rose by 9%, indicating steady momentum across various regions and formats [2] Membership Performance - International membership income surged by 34%, primarily driven by Sam's Club China, which saw increased member engagement and penetration [3][11] - In the U.S., Walmart Plus membership income grew at a double-digit rate, supported by strong net additions and enhanced service offerings [3] - Sam's Club U.S. experienced a 7% growth in membership income, aided by increases in member counts, renewal rates, and Plus member participation [3] Revenue Composition - Membership fees and advertising income contributed approximately one-third of consolidated adjusted operating income, reflecting a higher margin profile compared to traditional merchandise sales [4][11] - The 17% rise in membership income underscores Walmart's increasing reliance on recurring fee revenues as a significant contributor to profitability [6] Membership Program Enhancements - Walmart Plus achieved its strongest quarter of net additions since its launch, driven by faster delivery speeds, improved service levels, and new benefits like the OnePay cash rewards credit card [5] - These enhancements have positively impacted member engagement and retention during the quarter [5] Industry Comparisons - Target Corporation reported nearly 18% growth in non-merchandise sales, with membership and advertising revenues rising at double-digit rates, indicating a similar trend in leveraging fee-based revenues [7] - Costco Wholesale Corporation reported membership fee income of $1.329 billion, up 14% year-over-year, with a total of 81.4 million paid members, showcasing the profitability of its membership model [8] Financial Outlook - The Zacks Consensus Estimate for Walmart's current fiscal year indicates expected year-over-year growth of 4.6% in sales and 4.8% in earnings per share [9][12] - Walmart's shares have increased by 23.9% over the past year, slightly outperforming the industry's growth of 23.5% [10]

Costco Wholesale Corp. (COST) reported strong free cash flow (FCF) and FCF margins on Dec. 11. However, COST stock has tumbled, down 8.7% over the last year. That makes COST stock attractive to value investors and could be a bargain here. COST closed at $873.35 on Friday, Dec. 26, 2025. That's up from a closing price trough of $850.00 on December 22, but still down 8.66% from $956.14 a year ago on December 24, 2024, and is off 4.68% YTD ($916.27 on December 31, 2024). This does not make sense. More News ...

Deep-pocketed investors have adopted a bullish approach towards Dollar Tree (NASDAQ:DLTR), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in DLTR usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for Dollar ...

Core Viewpoint - PesoRama Inc. intends to extend the exercise period for 5,939,333 warrants at $0.30 per common share to January 23, 2026, aligning with the expiry date of another tranche of warrants [1][2]. Group 1: Warrant Details - The warrants were issued during a private placement that closed on December 30, 2022, with a second tranche closing on January 23, 2023 [1]. - Approximately 10% of the warrants are held by related parties, classifying the amendment as a "related party transaction" under Multilateral Instrument 61-101 [3]. - The company is relying on exemptions from formal valuation and minority shareholder approval requirements due to its market status and the fair market value of the warrants [3]. Group 2: Company Overview - PesoRama operates dollar stores in Mexico under the JOi Dollar Plus brand, having launched in 2019 in Mexico City and surrounding areas [4]. - The company targets high-density, high-traffic locations and currently operates 31 stores offering a variety of merchandise, including household goods, pet supplies, seasonal products, and more [4].

Key Takeaways TJX heads into the holiday season on solid footing, supported by strong access to branded merchandise.Frequent new product drops aim to drive repeat visits as shoppers rarely see the same assortment twice.Everyday value pricing and broad giftable assortments reduce reliance on event-driven promotions.The TJX Companies, Inc. ((TJX) is leaning on a key strength of its business, the treasure-hunt shopping experience, during the holiday season. On its third-quarter fiscal 2026 earnings call, manag ...

Costco Wholesale Corporation ( COST ) is arguably one of the best businesses in the world. A combination of recurring subscription-based demand for a basic service, such as grocery shopping, combined with a massive obsession with the customer, makes it one ofQuality Growth Investor. I have the simplest of tastes, I only like the best. Here I will analyze the companies in my investment universe. I am looking for the best businesses in the world in order to create a long term portfolio that can outperform the ...