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Benzinga
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Target Under Pressure From Tariffs, Rising Competitive Gaps: Analysts

1. Target's Q1 sales fell to $23.85 billion, missing expectations. 2. Analysts downgraded TGT's EPS guidance for FY2025 to $7.00–$9.00. 3. Margin pressures and softer sales are expected to persist. 4. Competitors like Walmart are gaining market share against Target. 5. Growth in digital channels may stabilize margins long-term.

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FAQ

Why Bearish?

Target's declining sales and lowered guidance indicate potential ongoing weakness, historically linked to broader market corrections.

How important is it?

Target's performance reflects consumer spending trends critical for S&P 500 earnings outlook.

Why Short Term?

Analysts' downgrades and sales decline suggest immediate impacts, but potential long-term improvements exist.

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