earnings
confidence high
sentiment positive
materiality 0.80
Target Q2 EPS $4.11, up 100% YoY; comp sales +3.8%
TARGET CORP
- Q2 GAAP and Adjusted EPS $4.11 vs $2.05 prior year, +100% (incl. $1.65 tariff refunds); +20% ex-refunds.
- Net sales +5.3% YoY; comparable sales +3.8% on +3.6% traffic; store comp +2.7%, digital comp +8.7%.
- All six core categories grew; Fun 101 double-digit, Food & Beverage and Beauty high single-digit; non-merch sales +20%.
- Same-day delivery grew >25%; lowered prices on >10,000 items over past year.