Target Corporation (TGT)
Target: Still Wide Of The Mark But Getting Closer
Target is a stronger company than in 2019, with higher sales, EPS, and dividends, yet its stock is now even more undervalued versus Walmart. Q2 results show early signs of recovery, with improving digital sales and sequential growth in key categories, despite negative same-store sales. Operational headwinds like inventory write-downs and supply chain costs are subsiding, and margins are expected to return to pre-pandemic levels by 2026.
Target Appoints New CEO. Here's What Investors Hope He Will Address.
Target veteran Michael Fiddelke won't become CEO for months, but the stock market is already disappointed with his appointment.
'Fast Money' traders discuss Target's stock drop and CEO shake-up
The 'Fast Money' traders discuss Target's stock drop and CEO shake-up.
As Target chases a comeback, its new CEO must take on skeptical investors and customers
The 20-year Target veteran will soon lead the company's efforts to make a comeback.
Target: An Ultra-Cheap Stock, But Demand Destruction Is Real
Target Corporation's net debt/EBITDA at 1.8x signals solid credit quality despite earnings and revenue declines. Heavy CAPEX on Ulta partnership and store renovations failed to drive sustainable sales growth. CEO transition in 2026 raises uncertainty but opens door for strategic repositioning.
Big part of Target's problems are operational, says J Rogers Kniffen's Jan Kniffen
Jan Kniffen, J Rogers Kniffen Worldwide CEO, joins 'Power Lunch' to discuss Target's new CEO, what to expect from Target and much more.
Target's stock plunges 7% as new CEO pick disappoints Wall Street: ‘There won't be change when change is needed'
Michael Fiddelke, 49, currently Target's chief operating officer, will take the helm Feb. 1, 2026.
Target: Missing the Mark in 2025—Downtrend May Continue
While Target's NYSE: TGT FQ2 2026 results show some improvements, the company continues to lag its peers, lose market share, and contract its business. Moreover, the choice of the new CEO did not boost market optimism.
Target's Digital Sales Gain as Traffic Wanes and CEO Departs
There was a lot to digest on Target's second-quarter 2025 earnings call Wednesday (Aug. 20), as the retail giant posted data that showed consumers pulling back. Same-store sales dipped year over year.
Target is struggling. CEO Brian Cornell is stepping down in February
Target CEO Brian Cornell, who helped reenergize the company but has struggled to turn around weak sales in a more competitive retail landscape since the COVID pandemic, plans to step down Feb. 1.Minneapolis-based Target Corp. said Wednesday that Chief Operating Officer Michael Fiddelke, a 20-year company veteran, will succeed Cornell. Cornell will transition to be executive chair of the board.Cornell, 66, took the helm at Target in August 2014.
Target Q2 Earnings Miss Estimates, Comparable Sales Decline Y/Y
TGT posts a Q2 revenue beat but an earnings miss, with comparable sales down and margins under pressure despite digital growth.
Target Q2: Earnings Beat Overshadowed By CEO Transition
Target Corporation's Q2 earnings beat estimates, but profitability remains under pressure with declining margins and net income down over 20%. TGT stock fell sharply due to disappointment over the internal CEO succession, raising doubts about the potential for a strategic turnaround. Bright spots include digital sales growth, strong seasonal merchandising, and expanding higher-margin revenue streams like advertising and marketplace.
