Added to YB: 2025-11-21
Pitch date: 2025-11-20
TGT [neutral]
Target Corporation
+14.98%
current return
Author Info
LongYield content includes: in-depth company/industry analysis (Business Deepdives), summaries of earnings calls (Earnings Calls Summaries), and analysis of US/European economies (Economic Reports). Sign up for the newsletter.
Company Info
Target Corporation operates as a general merchandise retailer in the United States. The company offers apparel for women, men, young adults, kids, toddlers, and babies, as well as jewelry, accessories, and shoes; and beauty products, such as skin and bath care, cosmetics, hair care, oral care, deodorant, and shaving products.
Market Cap
$40.2B
Pitch Price
$84.44
Price Target
N/A
Dividend
5.30%
EV/EBITDA
6.15
P/E
10.73
EV/Sales
0.54
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Target’s Turnaround Blueprint: New Leadership, New Merchandise, and a $5B Gamble
TGT (turnaround overview): Q3 sales down 1.5% to $25.3B, comps -2.7%, new CEO Fiddelke (Feb 2026) cutting 1,800 jobs for $180M savings. Heavy $5B capex plan vs weakening traffic/margins. Same-day services +35%, Roundel ads +44%, but discretionary categories declining. Trades 12x forward P/E (25% discount to 10yr avg) amid 41% YTD drop.
Read full article (9 min)