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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“It was born in Ulta and Target and Amazon and Sephora pulled us in, okay?”
Touchland launched in Target among other channels, indicating Target is a meaningful retail channel for the brand.
“Oak Valley Village in Southern California, anchored by Target and Sprouts”
Target is anchoring a new Regency ground-up development, indicating continued Target store expansion in suburban trade areas.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Target across its portfolio.
“new distribution opportunities like Instacart and Target.”
Block names Target as a new merchant distribution partner where Cash App Pay is gaining product-market fit.
“incremental promotion opportunities with basically every major U.S. vendor, Amazon, Walmart and Target in particular.”
Hasbro's disciplined pricing is earning it incremental holiday promotion slots at major retailers including Target, supporting order growth.
“the long-awaited Target opened in the quarter to strong crowds.”
A new Target anchor opened to strong crowds at Regency's Hub at Norwalk redevelopment, a positive read-through on Target's store-opening momentum.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Target is named among retailers in active expansion mode signing new leases, a positive footprint-growth signal.
“an anchor and shadow anchor foundation grounded by very successful retailers, Whole Foods, Lifetime Fitness and Target”
Target is named as a key anchor tenant grounding Federal Realty's newly acquired Annapolis Town Center, confirming an active store location for Target.
“Target is using our Gemini-powered threat intelligence and security operations agents to improve cybersecurity.”
Target is using Google's Gemini-powered threat intelligence and security operations agents to strengthen its cybersecurity posture.
“we announced our mutual decision with Target not to extend our shop-in-shop partnership, which will conclude in August of 2026.”
Ulta and Target mutually agreed to end their shop-in-shop partnership in August 2026; a read-through that Target loses the Ulta Beauty at Target format, though Ulta notes the royalty revenue was well below 1% of sales.
“Starting with the issuing business, we converted the Target Circle Card portfolio in Q1, adding one of the largest retailers in the United States to our Optus platform and further cementing our strong lead in the retail issuing space.”
Target moved its Circle Card portfolio onto Fiserv's Optus issuing platform, reinforcing Fiserv's position in retail card issuing.
“I had the opportunity to spend some time with the guys at Target and I will tell you they are hugely supportive of the idea of getting back to Starbucks and I think they're going to want to give people the back to Starbucks experience that we're after.”
Starbucks' new CEO says Target, a major licensed-store host, is fully supportive of the Back to Starbucks turnaround plan and intends to carry it through in its in-store cafes.
“featuring partnerships with brands like UPPAbaby, Bugaboo, Doona and Stokke, strengthening our authority across a range of price points.”
Target is building a premium boutique-style baby experience featuring Stokke among other premium brands, a distribution/exposure win for the brand.
“featuring partnerships with brands like UPPAbaby, Bugaboo, Doona and Stokke, strengthening our authority across a range of price points.”
Target is building a premium boutique-style baby experience featuring Doona among other premium brands, a distribution/exposure win for the brand.
“featuring partnerships with brands like UPPAbaby, Bugaboo, Doona and Stokke, strengthening our authority across a range of price points.”
Target is building a premium boutique-style baby experience featuring Bugaboo among other premium brands, a distribution/exposure win for the brand.
“featuring partnerships with brands like UPPAbaby, Bugaboo, Doona and Stokke, strengthening our authority across a range of price points.”
Target is building a premium boutique-style baby experience featuring UPPAbaby among other premium brands, a distribution/exposure win for the brand.
“introducing experiential benefits, including category-specific rewards in beauty and simple moments like Starbucks offers to enhance in-store visits and drive incremental trips.”
Target is weaving Starbucks (its in-store cafe partner) offers into its Target Circle loyalty program to enhance in-store visits and drive incremental trips.
“our contract with Ulta Beauty ends August '26”
Target's shop-in-shop contract with Ulta Beauty ends August 2026, prompting a rework of its beauty assortment.
“for Barbie fans of all ages, we're offering 2 exclusive Barbie collaborations with Joanna Gaines”
Target offers exclusive Barbie (Mattel) collaborations for the holiday assortment.
“As the #1 market share player for LEGO, we are partnering with this iconic brand to offer exclusive to target sets”
Target, the #1 LEGO share player, is partnering with LEGO on exclusive holiday sets.
“the exception of Q2 benefiting from the Nintendo Switch 2 launch”
Target notes the Nintendo Switch 2 launch drove outsized hardlines sales in the prior quarter.
“we expect to be one of the first retailers on Open AI platforms to offer the purchase of multiple items in a single transaction”
Target partners with OpenAI on conversational commerce, expecting to be among the first retailers enabling multi-item checkout on its platforms.
“We entered into an innovative partnership with CVS to run our pharmacy business.”
Target recaps its partnership handing CVS operation of its in-store pharmacy business.
“When we did Pillowfort in a collaboration with Disney and Marvel, we saw growth.”
Target credits a Pillowfort collaboration with Disney/Marvel for kids-home growth, a positive read-through for Disney's consumer-products licensing.
Target closed a challenging FY2025 with revenue still declining but February showing encouraging healthy sales growth under new CEO Fiddelke's leadership. The company outlined a $5 billion capital expenditure program investing in stores, supply chain, and technology while Target Plus marketplace accelerated past 30% growth. Management introduced FY2026 guidance of $7.50-$8.50 adjusted EPS with net sales growth centered around 2%, signaling cautious optimism as merchandising transformation initiatives gain traction.
Guidance Reliability | Competitive Dynamics | Margin | Revenue Growth | Demand | Capex Investment | Pricing | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 2 | 3 | 1 | 5 | 2 | 1 | 2 | |
| 2024Q4 | 2 | 1 | 4 | 3 | 1 | 1 | 2 | 1 |
| 2025Q1 | 3 | 2 | 1 | 1 | 1 | 3 | ||
| 2025Q2 | 4 | 3 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2025Q3 | 3 | 1 | 2 | 2 | 1 | 3 | 1 | |
| 2025Q4 | 5 | 6 | 7 | 7 | 1 | 3 | 2 | 1 |
| 2026Q1 | 2 | 3 | 2 | 3 | 2 | 1 | 3 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Guidance Reliability | 2 | 2 | 3 | 4 | 3 | 5 | 2 |
| Competitive Dynamics | 3 | 1 | 2 | 3 | 1 | 6 | 3 |
| Margin | 1 | 4 | 1 | 2 | 2 | 7 | 2 |
| Revenue Growth | 3 | 1 | 2 | 2 | 7 | 3 | |
| Demand | 5 | 1 | 1 | 2 | 1 | 1 | 2 |
| Capex Investment | 2 | 1 | 2 | 3 | 3 | 1 | |
| Pricing | 1 | 2 | 3 | 2 | 2 | ||
| Cost Pressure | 2 | 1 | 1 | 1 | 1 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Lasser | UBS | 13 (62%) |
| Simeon Gutman | Morgan Stanley | 10 (50%) |
| Rupesh Parikh | Oppenheimer |
| Corey Tarlowe | Jefferies | 7 (14%) |
| Chris Horvers | JPMorgan | 6 (17%) |
| Kate McShane | Goldman Sachs | 6 (0%) |
| Joe Feldman | Telsey Advisory Group | 5 (0%) |
| Spencer Hanus | Wolfe Research | 3 (0%) |
| Mike Baker | D.A. Davidson | 2 (100%) |
| Zhihan Ma | Bernstein | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 13 (62%) |
| Morgan Stanley | 1 | 10 (50%) |
| Oppenheimer | 1 | 7 (0%) |
| Jefferies | 1 | 7 (14%) |
| Goldman Sachs | 1 | 6 (0%) |
| JPMorgan | 1 | 6 (17%) |
| Telsey Advisory Group | 1 | 5 (0%) |
| Wolfe Research | 1 | 3 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TGT Target Corporation | 9 | +6.7% | |
| COST Costco Wholesale Corporation | 7 | +11.6% | |
| DG Dollar General | 8 | +3.4% | |
| DLTR Dollar Tree | 8 | +7.2% | |
| WMT Walmart Inc. | 6 | +7.3% |