• In October 2025, Target announced a major corporate restructuring, eliminating 1,800 corporate positions and reducing about 8% of its headquarters workforce as part of a plan to streamline operations under incoming CEO Michael Fiddelke.

• This significant workforce reduction marks Target’s largest in a decade and highlights the company’s urgent response to prolonged sales challenges and intensifying competition.

• We’ll examine how this decisive restructuring effort could reshape Target’s investment narrative, with a particular focus on operational efficiency and leadership transition.

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To own Target stock today, investors must believe in the company’s potential to regain sales growth, enhance operational efficiency, and compete effectively with retail giants amid evolving consumer habits. The recent decision to cut 1,800 corporate positions underscores the urgency to address lackluster sales and rising cost pressures, potentially removing structural overhead, but not expected to materially change the biggest immediate risk, which remains ongoing margin compression from heightened competition and sluggish discretionary spending.

Among the latest announcements, Target’s nationwide launch of Cymbiotika wellness products is especially relevant. It highlights Target’s focus on expanding exclusive partnerships and diversifying its product mix, providing fresh avenues for traffic and higher margin categories, although such initiatives may take time to meaningfully contribute in the face of near-term headwinds.

Yet, despite efforts to boost efficiency, investors should be alert to the fact that accelerating price competition is putting pressure on profitability and…

Read the full narrative on Target (it’s free!)

Target’s outlook anticipates $110.5 billion in revenue and $3.7 billion in earnings by 2028. This implies a 1.4% annual revenue growth rate but a decline in earnings of $0.5 billion from the current $4.2 billion.

Uncover how Target’s forecasts yield a $101.52 fair value, a 4% upside to its current price.

Twenty-four private investors in the Simply Wall St Community place Target’s fair value between US$80.46 and US$162.17 per share. Several see risk in Target’s ability to close its operational efficiency gap, which could loom larger if competition intensifies, prompting you to weigh diverging views carefully.