Target is Failing (But they've got a Hail Mary)
- machristineoffice
- 13 hours ago
- 1 min read
Target has a big, big problem.
Here’s their Hail Mary.
The last 18 months have been brutal for Target.
Operating profit, down. 👇
Share price, down. 👇
Foot traffic, down. 👇
Revenue, down. 👇
Most retailers in this position close stores.
Maybe they pull back on Capex.
But not Target. Oh no.
Target is zagging.
In 2026 it plans to OPEN 40+ US stores.
But not just any stores, design-forward concepts.
Large-format remodels to support delivery.
Now to be clear, Target is closing other stores.
And it is overhauling others yet.
This will not be a net expansion.
This will be a pivot toward delivery.
Are you getting this?
Target’s big answer is 2-hr delivery.
It’s not just more or fewer stores.
𝘞𝘩𝘢𝘵 𝘢 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘞𝘰𝘳𝘭𝘥 𝘸𝘦 𝘭𝘪𝘷𝘦 𝘪𝘯.
Just a year ago, delivery would’ve been considered too small.
Too small to influence this kind of turnaround.
Not anymore.
What do you think?
Can Target turn this around by building more stores?
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𝗣𝗿𝗼𝗹𝗼𝗴𝘂𝗲. For some clients, we’re driving 30 to 40% of their sales through Target Roundel.
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We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.
We grow brands on Amazon.
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