The Weekly Buzzing Stocks by Billy Kawasaki
Target Corp
TGT-N
TOP PICK
Apr 24, 2025
That’s our purpose. Our mission. The promise of surprises, fun, ease and inspiration at every turn, no matter when, where or how you shop. That quest to bring joy is at the center of every business decision we make. It gets our teams excited to come to work each day. And we bring it to life in so many ways. Come on in and take a look around.
Seasonally, retail tends to do well from late-October to November, and the sector did do well. But TGT didn't, not a good sign. Underperforming. Retail is also strong from late-January to mid-April.
They report Wednesday. It has been a victim of poor luck and protests. Pays a 4.5% yield. He fears that TGT reports an okay quarter but withholds guidance.
Will hold it, is down 40% the past year. Not happy. The stock is hard to defend. Traffic is down. But she still sees value in the brand. They need to reduce their product from 62% discretionary to 50%. She likes their restructuring.
Well managed, high-quality franchise. Struggled a bit relative to competitors like WMT. Valuation multiple is lower than other retailers, but not downright cheap. Headwinds to US consumer from tariffs on goods, which will impact demand. Be cautious near-term.
That’s our purpose. Our mission. The promise of surprises, fun, ease and inspiration at every turn, no matter when, where or how you shop. That quest to bring joy is at the center of every business decision we make. It gets our teams excited to come to work each day. And we bring it to life in so many ways. Come on in and take a look around.