Target’s Stock Down 40% In Five Years
Target’s Stock Down 40% In Five Years
Douglas A. McIntyreTue, August 18, 2026 at 3:55 PM UTC
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Target's stock has fallen 40% over five years, dramatically trailing the S&P 500's 75% gain and Walmart's 128% surge.
TGT revenue rose 7% last quarter but EPS dropped 24% as rising SG&A expenses swallowed the sales gains.
New CEO Michael Fiddelke must prove his worth as TGT rebounds 58% this year, trying to erase years of underperformance.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Target's (NYSE: TGT) long-term prospects differ sharply from those of other large American retailers. Its stock is down 40% over the last five years. The S&P 500 is 75% higher over the same period. Walmart’s (NYSE: WMT) is up 128%. Costco’s (NASDAQ: COST) is 109% higher.
Investors have never gotten over the fact that, based on revenue, it is so much smaller than the other two. Last year, Walmart had revenue of $576 billion. Costco’s was $199 billion. Target’s was $104 billion. Target’s revenue dropped 2% for the period. Walmart’s rose approximately 5%. Costco’s was up 8% for its most recent fiscal year.
Alex Wong / Getty Images News via Getty Images
Target says it is recovering. Short-term, that is true. Revenue rose almost 7% in the most recent quarter to $22.4 billion. However, EPS dropped 24% to $1.71. Why isn’t one following the other higher? “Selling, general and administrative expenses.”
Investors were also concerned when the company made veteran Michael Fiddelke CEO. Former CEO Brian Cornell was made Executive Chair. Cornell has been blamed for most of Target’s problems over the last several years. Fiddelke must prove that the management change was a wise decision.
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Target has begun to claw back some of its long-term stock-price losses. It is up 58% this year. If it posts another relatively good quarter, it has a chance to dig itself further out of the 40% hole.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
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Source: “AOL Money”
