Target reported FY2025 revenue of $104.78 billion, FY2025 operating income of $5.12 billion and Q3 FY2025 revenue of $25.27 billion. The upgrade case depends on traffic recovery, merchandise discipline, digital fulfillment economics, inventory control and debt management improving together.
Target: the store traffic recovery has to outrun margin and balance-sheet pressure
NYSETGTCoverage BootstrapTarget Corporation
Thesis summary
Target reported FY2025 revenue of $104.78 billion, FY2025 operating income of $5.12 billion and Q3 FY2025 revenue of $25.27 billion. The upgrade case depends on traffic recovery, merchandise discipline, digital fulfillment economics, inventory control and debt management improving together.
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