Target Stock Price, News & Analysis

Target (NYSE: TGT) has announced the return of Target Circle Week from March 23-29, 2025, offering up to 40% savings on spring essentials. The seven-day event features exclusive deals for Target Circle members across multiple categories including apparel, patio furniture, home essentials, beauty products, and groceries.

New this year, Target Circle 360 members get 24-hour early access to select deals on March 22. The paid membership program is currently offered at a 50% discount and includes benefits like unlimited same-day delivery and free two-day shipping. Key deals include 30% off family apparel, 30% off patio furniture, up to 40% off kitchen essentials, and various gift card rewards on household and beauty purchases.

The sale will be available across nearly 2,000 Target stores, online, and through the Target app, with multiple fulfillment options including Drive Up and Order Pickup services.

Target (NYSE: TGT) has unveiled strategic plans aimed at driving over $15 billion in sales growth by 2030. The company outlined key initiatives including:

- Enhanced digital experience and product assortment with focus on affordability and trends
- Expansion of Target Plus marketplace from $1B (2024) to $5B by 2030
- Addition of 300+ stores over 10 years, with 20 new stores planned for 2025
- Implementation of AI-powered inventory management and improved delivery solutions
- Launch of new Good & Gather Collabs with celebrated chefs

The strategy includes reimagining key categories like gaming and sports, expanding owned brand innovations, and strengthening brand partnerships. Target plans to double its Roundel media company by 2030, which generated over $2B in value last year. The company aims to triple its Target Circle 360 membership base over the next three years, introducing new benefits including a Marriott Bonvoy partnership.

Target (NYSE: TGT) reported its Q4 and full-year 2024 results, with Q4 comparable sales growing 1.5% and digital sales increasing 8.7%. Q4 GAAP and Adjusted EPS reached $2.41, near the high end of guidance. Full-year 2024 saw comparable sales growth of 0.1%, with GAAP and Adjusted EPS at $8.86.

Notable performance includes:

• Same-Day delivery grew over 25% year-over-year
• Beauty segment delivered mid-single digit comparable sales growth
• Traffic increased 1.4% across stores and digital channels
• Cost savings exceeded $2 billion over two years

For 2025 guidance, Target expects:

• Net Sales growth around 1%
• Comparable sales growth around flat
• GAAP and Adjusted EPS of $8.80 to $9.80

Target (NYSE:TGT) has announced it will release its fourth quarter and full-year 2024 financial results on the morning of March 4, 2025. Following the release, the company will host a webcast meeting with the financial community starting at 9:00 a.m. Eastern time.

During this investor presentation, Target's leadership team will outline their strategic and financial plans, while sharing insights on the business environment and strategic opportunities for 2025 and beyond. The webcast will be accessible through Target's investor relations website and will remain archived for a minimum of 90 days after the event.

Target (NYSE: TGT) and Warby Parker (NYSE: WRBY) have announced a strategic partnership to launch Warby Parker shop-in-shops within select Target stores. The initiative will debut with five locations in the second half of 2025 across Illinois, Minnesota, New Jersey, Ohio, and Pennsylvania.

The shop-in-shops will offer Warby Parker's complete eyewear experience, including glasses, sunglasses, contacts, eye exams, and vision tests, with prices starting at $95 for prescription lenses. The locations will be staffed by Warby Parker employees and will be integrated into Target.com's shopping experience.

The partnership complements Target's existing optical business, which operates in over 500 stores. Additional shop-in-shops are planned for 2026, with potential for further expansion in subsequent years. The new locations will be established in Target stores without existing optical offerings.

Warby Parker (NYSE: WRBY) reported strong financial results for Q4 and full year 2024. Full-year net revenue grew 15.2% to $771.3 million, while Q4 revenue increased 17.8% to $190.6 million. The company expanded its Active Customers by 7.8% to 2.51 million, with Average Revenue per Customer rising 6.8% to $307.

The company reported a full-year GAAP net loss of $20.4 million, though Adjusted EBITDA Margin improved 1.7 points to 9.5%. Warby Parker opened 41 new stores in 2024, ending the year with 276 locations. The company announced a new partnership with Target to launch five shop-in-shops in 2025.

For 2025, Warby Parker projects net revenue of $878-893 million (14-16% growth) and targets an Adjusted EBITDA Margin of approximately 11%. The company plans to open 45 new stores, including the Target locations.

Target (NYSE: TGT) has announced a strategic partnership with Champion, launching a comprehensive collection of activewear and sporting goods in August 2025. The collaboration will feature over 500 items including apparel, accessories, and sporting goods for adults and children, with most items priced under $40.

The collection combines Champion's sportswear heritage with Target's style expertise, offering exclusive premium fabrics, unique washes, and detailed trims. A special varsity-inspired collection will follow in September, available on Target.com and in dedicated store spaces.

The partnership aligns with Target's strategy of collaborating with leading brands and will be available through Target's various fulfillment services, including Drive Up, Order Pickup, and same-day delivery options.

Target (NYSE: TGT) has announced the launch of new Disney and Marvel collections by Pillowfort, featuring over 50 kids' bedding items. The collection includes character-inspired hooded blankets, figural dolls, pillows, sheet sets, quilts, and glow-in-the-dark comforters, with most items priced under $30.

The assortment features beloved Disney Princess characters like Ariel, Belle, Cinderella, Moana, and Tiana, alongside Marvel Super Heroes including Black Panther, Captain America, Hulk, Iron Man, and Spider-Man. The products are designed with interactive features, such as pillows that double as play accessories.

This collaboration marks the first of three collections with Disney in 2025, with upcoming Cat & Jack and Cloud Island kids and baby apparel collections planned. The full assortment is currently available on Target.com and will reach Target stores by late April.

Carroten, Greece's leading suncare brand, has announced its U.S. brick-and-mortar debut through Target (NYSE: TGT). Starting February 2, 2025, Carroten's best-selling Intensive Tanning Gel and Gold Shimmer Intensive Tanning Gel will be available in all Target locations nationwide and on Target.com.

The products, enriched with sesame oil and calendula extract, are designed to provide skin hydration while delivering a sun-kissed glow. The company recommends using these products in conjunction with SPF for safe tanning results.

This launch represents a significant expansion for Carroten, which has been present in Europe, the Middle East, and Australia for over 30 years. SAYN, a Miami-based beauty distributor, will manage logistics and marketing efforts for the U.S. retail expansion.