TGT
Target Corporation97.67
+0.11+0.11%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
44.38BP/E (TTM)
11.84Basic EPS (TTM)
8.25Dividend Yield
0.05%Recent Filings
10-K
FY2025 results
Target's FY2025 net sales slid 1.7% y/y to $104.8B, with comparable sales down 2.6% on 2.2% traffic decline and 0.4% lower average ticket; stores originated sales fell 4.0% while digital grew 3.1%, maintaining stores fulfilling 97.6% of sales. Gross margin rate dipped to 27.9% from higher markdowns and mix shifts, yet shrink hit pre-pandemic levels. Operating income dropped 8.1% to $5.1B (GAAP diluted EPS $8.13), reflecting $250M business transformation costs offset by $593M interchange fee gains. Q4 holiday strength drove nearly all sales, but cautious consumers pressured discretionary categories. Cash swelled to $5.5B on $6.6B operating flows; $0.4B buybacks and $2.1B dividends paid. Transformation simplified operations amid tariff volatility. Inventory shrink remains a drag on momentum.
8-K
Target's Q4 sales dip, guides growth
Target reported Q4 2025 net sales of $30.5B, down 1.5% from prior year, with comparable sales off 2.5% but Food & Beverage, Beauty, and Toys growing. Adjusted EPS hit $2.44, edging last year's $2.41 despite transformation costs; full-year sales fell 1.7% to $104.8B, Adjusted EPS $7.57. Momentum builds. Guides 2026 sales up ~2%, EPS $7.50-$8.50.
8-K
Target shakes up exec team
Target announced executive leadership changes effective February 15, 2026, under new CEO Michael Fiddelke to accelerate growth by strengthening merchandising and operations. Cara Sylvester becomes chief merchandising officer; Lisa Roath, chief operating officer; while Rick Gomez departs and Jill Sando retires post-transition. Leadership realigns fast. Q4 2025 sales and full-year GAAP/Adjusted EPS match prior guidance.
8-K
Roath named COO; Gomez exits
Target appointed Lisa Roath as EVP and Chief Operating Officer effective February 15, 2026, promoting the 18-year veteran from merchandising and marketing roles with a $775,000 base salary. Rick Gomez steps down as Chief Commercial Officer same date, shifting to advisor until April 17, 2026, with continued pay and severance. Leadership shuffle tightens operations focus.
8-K
Fiddelke named Target CEO
IPO
Website
Employees
Sector
Industry
BIGGQ
Big Lots, Inc.
0.00+0.00
COST
Costco Wholesale Corporation
860.39-0.17
DG
Dollar General Corporation
134.51+1.58
DLTR
Dollar Tree, Inc.
131.15-0.02
KSS
Kohl's Corporation
22.95+0.77
OLLI
Ollie's Bargain Outlet Holdings
109.80-3.19
PSMT
PriceSmart, Inc.
128.77-1.09
TBBB
BBB Foods Inc.
32.36-0.69
TJX
TJX Companies, Inc. (The)
155.09-1.62
WMT
Walmart Inc.
115.42-1.37