No. of Recommendations: 3
https://www.cnbc.com/2025/08/20/target-tgt-q2-2025...Target
Target beat Wall Street’s earnings and sales expectations and reaffirmed its outlook on Wednesday, even as the company’s sales and traffic across its stores and website declined.EPS : $2.05 / share
Revenue : $25.21B
Target said it expects a low single-digit percentage decline in sales and adjusted earnings per share, excluding gains from litigation settlements, to be about $7 to $9.Stock is trading at $97.00, so even at $7.00 per share of EPS you are getting a multiple under 15x.
Lots of other good details in the link...
tecmo
...
No. of Recommendations: 5
Hard to assess if Target is in a terminal decline like so many retailers. They have managed to displease both conservatives and liberals with their DEI policy shifts.
Plus competition from WalMart, Amazon, Costco, Aldi, dollar stores, Chinese apps Temu/Shein.
And finally the uncertainty around tariffs.
The dividend at 4.3% is on par with 3-month TBills. If it was selling at single digit PEs it may be worth a gamble, as it would be priced for declining earnings. But at current PE there is still the expectation that earnings dip is temporary and will right itself soon.
