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Target's latest move could win over back-to-school shoppers
TheStreet28d agoneutral
Target's latest move could win over back-to-school shoppers

Back-to-school shopping isn't just about filling a backpack anymore. Parents want affordable basics. But they also want clothes and accessories their kids will actually be excited to wear. In 2025, families with students in elementary through high school were aiming to spend an average of ...

Ulta Beauty (ULTA) Stock Has Cash Flow Upside While Earnings Look Fair
Simply Wall St.33d agoneutral
Ulta Beauty (ULTA) Stock Has Cash Flow Upside While Earnings Look Fair

Ulta Beauty stock has fallen away from its recent highs and is now trading at a level where the Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, while the broader valuation checks suggest only a mixed picture rather than a clear bargain. Over the past 5 years, Ulta Beauty has delivered a total return of 37.6%, which puts the recent share price weakness into the context of a longer period of positive performance. Inflation pressures on core customers and the...

Ulta Beauty (ULTA) Launches Bath And Body Works In More Than 600 Stores
Simply Wall St.33d agoneutral
Ulta Beauty (ULTA) Launches Bath And Body Works In More Than 600 Stores

Ulta Beauty and Bath & Body Works are rolling out over 600 in-store and online Bath & Body Works product areas at Ulta Beauty locations. The partnership includes Ulta exclusive products and comes as Ulta’s collaboration with Target approaches its planned end. This move reshapes Ulta Beauty’s in-store product mix and cross-brand strategy during a period of shifting retail alliances. Ulta Beauty (NasdaqGS:ULTA) is adjusting its retail partnerships at a time when the stock has faced pressure,...

Target (TGT) Raises Full Year Sales Outlook After Broad Based Rebound
Simply Wall St.34d agoneutral
Target (TGT) Raises Full Year Sales Outlook After Broad Based Rebound

Target (NYSE:TGT) has raised its full-year net sales growth outlook for fiscal 2026. Management cites a rebound in traffic-led sales across all six merchandise categories. The improvement spans in-store and digital channels and reaches diverse customer demographics. This guidance update reflects broader momentum that extends beyond recent branded partnerships. For investors watching large U.S. retailers, Target sits at the intersection of mass merchandise, discretionary spending, and...

Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026
24/7 Wall St.36d agobullish
Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026

Costco (NASDAQ:COST) and Target (NYSE:TGT) both delivered post-earnings stories that capture the split running through American retail. Costco posted 11.6% revenue growth on the back of a membership cash engine. Target turned in a 17.03% EPS beat, yet operating income fell. With sticky June inflation and dwindling personal savings squeezing households, the contrast matters. Membership ... Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026