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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Target Corporation (TGT) is 8/10.
Target delivered a strong Q1 with net sales of $25.4 billion (+6.7% YoY) and 5.6% comp growth driven by a 4.4% traffic increase, with strength across all six merchandise categories and both stores and digital channels. Merchandising newness drove standout results--baby comp trends accelerated more than 5 percentage points after 2,000 new items launched, wellness grew double digits, and new food items sold 50% above prior assortment--while gross margin expanded 80 basis points on supply chain productivity and lower markdowns. Management raised full-year revenue guidance by 2 percentage points (to ~4% growth) and moved EPS expectations to near the high end of the prior range, though cautioned that Q1 benefited from the easiest prior-year comparison and declining consumer sentiment creates near-term uncertainty.
Scored from Target Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $30.91B | -3.1% | $2.41 | -19.1% | 26.0% | 4.7% | 3.6% | $2.37B |
| FY2025 Q1 | $23.85B | -2.8% | $2.27 | +11.8% | 28.2% | 6.2% | 4.3% | $-515M |
| FY2025 Q2 | $25.21B | -0.9% | $2.05 | -20.2% | 29.0% | 5.2% | 3.7% | $1.01B |
| FY2025 Q3 | $25.27B | -1.6% | $1.51 | -18.4% | 28.2% | 3.8% | 2.7% | $149M |
| FY2025 Q4 | $30.45B | -1.5% | $2.30 | -4.6% | 26.6% | 4.5% | 3.4% | $2.29B |
| FY2026 Q1 | $25.44B | +6.7% | $1.71 | -24.7% | 29.0% | 4.5% | 3.1% | $-319M |
| FY2026 Q2 | $26.54B | +5.3% | $4.12 | +101.0% | 33.7% | 9.6% | 7.1% | $4.84B |
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