Could Target’s (TGT) Dossier Deal Reveal a New Approach to Beauty and Store Traffic?

• Dossier has announced the launch of select bestsellers and exclusive new perfumes at Target stores nationwide and online, including an exclusive two-month release for "It Factor" and special influencer-led campaigns in collaboration with Target.
• This new exclusive partnership will see Dossier featured prominently in Target’s stores through February 2026, aiming to attract new shoppers and expand Target’s beauty offerings during a period of competitive and operational change for the retailer.
• We'll explore how Target's exclusive partnership with Dossier may influence its efforts to diversify beauty offerings and drive store traffic.

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Target Investment Narrative Recap

To be a shareholder in Target, you need to believe in the company’s ability to refresh its retail experience, win back shoppers, and successfully expand differentiated offerings. While the exclusive Dossier partnership brings high-margin beauty products and may boost store traffic, its short-term impact is unlikely to outweigh ongoing margin pressures and declining sales in key categories, these remain the main catalysts and risks dictating the stock’s near-term performance.

One recent announcement that is particularly relevant is Target’s decision not to renew its Ulta Beauty partnership after 2026. This backdrop makes the Dossier deal more significant, as it highlights Target’s ongoing push to reinvent its beauty aisles and fill gaps in exclusive products, potentially offsetting some lost traffic once the Ulta partnership phases out.

Yet, against these shifts, investors should still be aware that margin pressure from heightened competition and rising costs could...

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

Target's outlook anticipates revenues of $110.5 billion and earnings of $3.7 billion by 2028. This is based on analysts' forecasts of 1.4% annual revenue growth and a $0.5 billion decrease in earnings from the current $4.2 billion.

Uncover how Target's forecasts yield a $103.69 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Twenty-one members of the Simply Wall St Community estimate Target’s fair value between US$80.46 and US$154.73 per share. While opinions widely differ, keep in mind that evolving consumer preferences and digital execution remain a crucial factor for the company's financial outlook.

Explore 21 other fair value estimates on Target - why the stock might be worth as much as 72% more than the current price!

Build Your Own Target Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Target research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Target research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Target's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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