XNYS · Consumer Staples · Discount Stores
Target's start dates back to 1962, but now it is one of the largest discount retailers in the United States (where it derives all of its sales), operating just under 2,000 stores and generating over $104 billion in fiscal 2025 sales. The company offers a broad assortment of merchandise across categories including apparel and accessories (16% of fiscal 2025 revenue), beauty and household essentials (30%), food and beverage (24%), hardlines (15%), as well as home furnishings (15%). Target's model is anchored in its physical store base, which fulfills more than 97% of sales. Around 30% of sales are derived from its own private-label brands.
Target posted a solid beat, with **EPS $2.46** topping by $0.21 and revenue of **$26.5B** ahead of estimates, helped by a 3.5-point margin lift. Guidance for **~4% net sales growth** and **$7.50-$8.50 EPS** signals a cautious but credible recovery in discount retail.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-19 | Q2 2026 | 2.25 | 2.46 | +9.33% | $26.54B | ✅ Beat | +0.80% | +3.17% | — |
| 2026-05-20 | Q1 2026 | 1.35 | 1.71 | +26.67% | $25.44B | ✅ Beat | +0.00% | +4.90% | +6.87% |
| 2026-03-03 |
| Q4 2025 |
| 2.16 |
| 2.44 |
| +12.96% |
| $30.45B |
| ✅ Beat |
| -1.03% |
| -0.05% |
| -0.29% |
| 2025-11-19 | Q3 2025 | 1.73 | 1.78 | +2.89% | $25.27B | ✅ Beat | — | — | — |
| 2025-08-20 | Q2 2025 | 2.05 | 2.05 | +0.00% | $25.21B | ➖ Inline | — | — | — |
| 2025-05-21 | Q1 2025 | 1.65 | 1.30 | -21.21% | $23.85B | ❌ Miss | — | — | — |
| 2025-03-04 | Q4 2024 | 2.26 | 2.41 | +6.64% | $30.91B | ✅ Beat | — | — | — |
| 2024-11-20 | Q3 2024 | 2.30 | 1.85 | -19.57% | $25.67B | ❌ Miss | — | — | — |
Showing last 8 quarters.