$TGT

Target reinstated a holiday price adjustment policy, allowing shoppers to claim the difference if an eligible item's price drops within 14 days. The policy requires the original receipt and has other restrictions. Best Buy continues to offer competitor price matching, which may give it a competitive edge in big-ticket electronics. According to Consumer Reports, such policies can build customer confidence and trust in retailers.

Jefferies reported grocery basket prices fell at six of seven major retailers, with the average price dropping to $82.40. Kroger (KR) saw its lowest prices since June, while Walmart (WMT) increased prices but remained the cheapest. Giant and Albertsons (ACI) were the most expensive. Target (TGT) and Food Lion also decreased prices. Promotions were at their highest since July, with Food Lion leading. Mondelez (MDLZ) and Campbell (CPB) products were among the most promoted.

Target reported FY 2025 revenue of $104.8B, down 1.7%, with net income of $3.7B. Airbnb's Q2 2026 revenue grew 17% to $3.6B, with full-year sales expected at $14.1B. Target faces competition and supply chain risks, while Airbnb deals with regulatory and cybersecurity threats. Airbnb trades at a premium valuation, while Target appears cheaper on traditional metrics.

The FTC ordered nine companies, including Delta, United, Uber, and Walmart, to explain if they use personal data to set prices or gig worker pay. Companies have 45 days to respond, detailing systems, data used, and disclosures. The FTC seeks internal documents and studies dating back to 2021. The inquiry does not accuse any company of wrongdoing and is not a lawsuit.

Truist reiterated a Hold rating on Target (TGT) with a $167 price target. The stock trades at $163.10, with a P/E ratio of 16.87. Truist expects Q3 comparable sales to be around 4.0%, noting a deceleration in October. Analysts have mixed views, with some raising targets and others maintaining or lowering them. Target is set to report Q3 earnings on November 18.

Amazon, Walmart, and Target shares rose in premarket trading on Nov. 4, with gains of 3.9%, 2.8%, and 2.2% respectively, as investors reacted to the U.S. election.

Retail stocks rose premarket following the U.S. election, with Walmart (WMT) up 2.8%, Target (TGT) 2.2%, and Amazon (AMZN) 3.9% higher. Dollar Tree (DLTR) also gained.

Invesco S&P Ultra Dividend Revenue ETF (RDIV) reported $882.9M in gross activity, buying $71.4M of ONEOK (OKE), $65.2M of HP (HPQ), and $57.5M of Omnicom (OMC), while selling $100.5M of Target (TGT) and $58.2M of Kinder Morgan (KMI). RDIV manages $1.49B in assets and focuses on high-dividend U.S. stocks.

Amazon (AMZN) reported 12% YOY revenue growth to $201.9B in Q3 2026, driven by AWS (up 39%) and retail. Target (TGT) saw 5.3% YOY growth to $26.5B in Q2 2026, with improving customer traffic. Amazon's diversification and AWS growth contrast with Target's consumer spending sensitivity.

The FTC ordered Walmart, Target, and seven other companies to provide details on their pricing practices, focusing on the use of personal data to set prices. The inquiry aims to distinguish between dynamic pricing and personalized pricing. Walmart and Target have stated they do not use personal data to determine individual prices. The FTC's 15-page order seeks information on data, software, and methods used for pricing, covering practices from 2023 and research from 2021.