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Target Corporation operates as a large retailer offering a wide assortment of general merchandise and food, both in physical stores and through digital channels. The company manages its business across five core merchandise categories: Apparel & Accessories, Beauty & Household Essentials, Food & Beverage, Hardlines, and Home Furnishings & Décor . Merchandise sales represent the vast majority of Target's revenues, with additional income from credit card profit-sharing and other sources . Approximately one-third of Target's sales come from its owned and exclusive brands, which include popular names like Cat & Jack, Threshold, and Good & Gather .
- Beauty & Household Essentials - Offers a wide range of beauty products and household necessities, catering to everyday consumer needs.
- Food & Beverage - Provides a diverse selection of groceries and beverages, including fresh produce and packaged goods.
- Home Furnishings & Décor - Features a variety of home furniture and decorative items, enhancing living spaces with style and functionality.
- Apparel & Accessories - Sells clothing and fashion accessories for men, women, and children, including exclusive brands.
- Hardlines - Includes durable goods such as electronics, sporting goods, and toys, appealing to a broad customer base.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Brian C. Cornell ExecutiveBoard | Chair of the Board and Chief Executive Officer (CEO) | Board Member at Yum! Brands, Inc.; Member of National Retail Federation’s Executive Committee; Member of The Business Council. | Brian C. Cornell has been CEO since August 2014, leading Target's strategic initiatives, including digital transformation and supply chain improvements. Previously held leadership roles at PepsiCo and Walmart. | View Report → |
A. Christina Hennington Executive | Chief Strategy and Growth Officer | None reported. | Joined Target in 2003. Leads growth strategy, partnerships, and consumer-centric initiatives. Previously Chief Growth Officer and Chief Merchandising Officer. | View Report → |
Cara A. Sylvester Executive | Executive Vice President and Chief Guest Experience Officer | None reported. | Joined Target in 2014. Leads guest experience strategy, including digital tools and customer engagement. Previously Chief Marketing & Digital Officer. | |
Don H. Liu Executive | Executive Vice President, Chief Legal & Compliance Officer, and Corporate Secretary | None reported. | Joined Target in October 2017. Oversees legal, compliance, and risk management. Announced retirement in 2024 but remains in role until successor is appointed. | |
Jim Lee Executive | Executive Vice President and Chief Financial Officer (CFO) | Board Member at Tropicana Brands Group and Celsius Holdings. | Joined Target in September 2024. Previously Deputy CFO at PepsiCo. Oversees financial planning, accounting, and corporate development. | |
Matthew L. Zabel Executive | Executive Vice President and Chief Corporate Affairs Officer | None reported. | Joined Target in 2017. Oversees corporate affairs, including risk and employee relations. Previously EVP and General Counsel. | |
Melissa K. Kremer Executive | Executive Vice President and Chief Human Resources Officer | None reported. | Joined Target in 2004. Became CHRO in January 2019. Oversees human resources strategy and talent development. | |
Michael J. Fiddelke Executive | Executive Vice President, Chief Operating Officer (COO), and Chief Financial Officer (CFO) | None reported. | Joined Target in 2004. Became CFO in November 2019 and COO in February 2024. Oversees financial operations and operational strategies. | |
Monica C. Lozano Board | Lead Independent Director | Board Member at Apple Inc. and Bank of America Corporation; Board Member at Weingart Foundation. | Director since 2016. Provides expertise in governance, human capital management, and ESG. Former CEO of College Futures Foundation and ImpreMedia. | |
Robert L. Edwards Board | Director and Chair of the Audit & Risk Committee | None reported. | Director since 2015. Former CEO of Safeway Inc. Brings expertise in retail operations, financial management, and risk management. |
- Given the better-than-expected operating margin performance this quarter, can you elaborate on the specific drivers behind this improvement, and how sustainable are these factors in the face of ongoing cost pressures and a potentially more promotional environment?
- Despite improvements, discretionary categories still posted negative comps. What are the key challenges preventing these categories from returning to positive growth, and when do you anticipate an inflection point in discretionary spending?
- With the significant growth in your Food & Beverage business since the pandemic, how do you plan to manage the long-term mix of this category, and what impact does a higher proportion of lower-margin consumables have on your overall profitability?
- You mentioned progress in reducing inventory shrink ahead of expectations. Can you provide more details on the strategies implemented to combat shrink and how you plan to sustain these improvements, especially considering the industry-wide challenges related to theft and loss?
- Your after-tax return on invested capital (ROIC) increased to 16.6%, nearly 3 percentage points higher than last year. What specific initiatives contributed to this improvement, and how do you plan to maintain or enhance ROIC going forward in a potentially volatile economic environment?
Recent developments and announcements about TGT.
Earnings
New Earnings (Q4 2025)
·Mar 6, 2025, 9:11 AMView full earnings summary →Target reaffirms a conservative FY25 stance with flat comp sales guidance but single-digit frequency category growth. $50B+ in investments and margin expansion from cost efficiencies could drive upside if discretionary demand rebounds.
Press Releases
Press Release
·Feb 14, 2025, 9:21 PMView full press release →Target investors who held the stock between Aug 26, 2022 and Nov 19, 2024 may be eligible to join a securities fraud lawsuit. The suit alleges that misleading ESG/DEI claims tied to the 2023 LGBT-Pride and 2024 campaigns led to a sharp decline in stock price. Lead plaintiff deadline: April 1, 2025.