TL;DR: Target’s top-line continues to decline. New leadership is pushing for urgent change, but with competitors still outperforming and the macro backdrop uncertain, sustained execution and bold merchandising will be critical to regain share. 8 minute read Target’s 2Q financial results reported this morning show sequential top-line improvement from 1Q although sales growth and comps […]
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TL;DR: Target’s sales growth returned to negative territory as ticket and traffic both declined; inventory is elevated placing margin pressure on the business, and management reduced its sales and profit outlook for the year. Growth catalysts remain unclear to us, although the creation of an Enterprise Acceleration Office is a step in the right direction […]
TL;DR: Stratably’s latest U.S. grocery forecast highlights a below average growth outlook in ’25 and ’26, with Amazon and Walmart standing out as share gainers. 1 minute read Stratably’s latest market forecast provides forward-looking insights into the U.S. grocery sector during a time of significant economic uncertainty. This forecast stands apart by modeling the grocery […]
TL;DR: Target’s outlook for the year ahead reinforces value-focused consumer behavior persists, hurting its business while helping rivals Walmart and Amazon. Brands will be focused on leaning into personalized promotions, on-trend innovation, and digital excellence to capture share gains, while maintaining a moderate pace of spend on Roundel. 5 minute read Target reported its fiscal […]
TL;DR: Target struggled to keep pace with the market across its physical stores and the eCommerce channel, with profitability trending in the wrong direction. Management is facing a unique set of challenges as the consumer continues to look for great deals, while increasingly shopping online. 7 minute read Target reported its 3Q25 earnings this morning, […]
TL;DR: Stratably’s latest research shows 2025 will be even more promotional than 2024, primarily via general price discounts and tentpole events. 7 minute read We’re in the thick of holiday and Q4, and you don’t have to go far to notice the highly promotional environment. A net 33% of brands report a more aggressive promotional […]