What does everyone think about Target in 2026? After the just first week of 2026 Target has rallied over 5% after dropping 31% in 2025, following the backlash surrounding its rollback of DEI initiatives.
I’ve been a believer in Target for a while and have been consistently buying shares since October. But my faith in Target is mostly speculative, and I’m making to post to get some thoughts on more formal aspects of Target’s business.
My continued faith in the company stems mainly from the fact that girls have always loved Target. Yes this did contribute to a decline in sales as their adherence to Trump’s anti-DEI policies drove away more progressive consumers, which in large part were young women who’ve been one of Target’s primary demographics. But from what I’ve observed, the backlash was more performative than anything, as even in early fall, a lot of girls I knew still saw Target as their preferred retailer (whether it’s for the store aesthetic or products I’m not sure).
What did worry me though was Ulta beauty announcing that they were ending their long term partnership with Target, but from what I’ve observed even that doesn’t seem to be a big issue as girls still love stopping by Target and browsing their selection of beauty products.
Posted by Solid_Scar9055
11 Comments
Lost my shirt on this one. It going back again. Had to buy a new shirt. lol. (On Amazon )
Middle class store with a disappearing middle class. The remaining customers just shop online. Most of their offerings are just Chinese plastic garbage. The Targét culture is gone.
Their leadership is shit. Stupid fuckers failing business 101.
Store is catered towards a certain group/demographic
Alienate that certain group/demographic
And somehow these CEOs make more money than the vast majority of us by making dumbass low iq decisions
Walmart is better
I avoided target before the Progressives got their panties in a bunch.
It’s a bad investment imho, so I’m focusing elsewhere, I just don’t seem to purchase much from them. And I’ve been discouraged from buying more because their checkout had staffing issues the last 2 attempts to buy. I’m too impatient for that
It’s a fine long-term safe play with a good dividend. If tariffs are overturned, it could see a substantial jump in value. Don’t mess around with options on this. This only has multi-year and/or dividend value
so you know “lots of girls” who “prefer” target but you dont know what they buy there? and this makes you bullish on the stock?
Target is beyond its golden age of the 2000s-2010s. It’s in its decline. It’s not gonna go tits up but I think you should wait and see what their top level moves are IE new ceo etc.
Now for some this is a good play. A brand that has the opportunity to bounce back in the future but idk what timeframe that is. Could be a year could be 10. Personally I would just stay away and have cash ready to deploy if you see positive signs.
Lol so many crazy comments in here.
Target was oversold, plain and simple. 10 P/E is low for the infrastructure and capabilities they have.
I bought in at 89 a month or so ago, it was a safe bet with a 4.5% div and the corporate layoffs/new CEO. My exit is coming soon. Not expecting a long term win from them.
Walmart and Costco’s PE is like 40-50, which leaves very little wiggle room to falter. They have to continue executing flawlessly and growing. Target was priced as a dead company, which leaves a lot of opportunity.
These were my notes when I bought in September. Beware that I’m just another idiot online, lol. Target, Sep 25, 200 shares, 87.78 price. Plan to hold indefinitely.
Comparing to Walmart a number of percentages and ratios are better except they have slowing sales which I think is largely due to stupid decisions regarding forgetting who their target market is, which I think they can recover from.
Not a ton of confidence in it, lowest price since February 2019. But also, seems undervalued compared to how it’s actually doing. Confusingly undervalued to me, I think it’s primarily because of decreasing sales / income year over year, but they are still profitable.
Risks I see are that the sales are slowing due to stronger competition from the likes of Trader Joes, Aldis, Costco, and Whole Foods, and they don’t reverse that trend. I think they could also be impacted by a broader economic downturn that I rate as extremely likely, and likely to decline broadly for years.
I’m still bullish on TGT. I own a few shares because I do think it is solid for the long term, just like i think Wal-Mart is.