Can TGT's AI Strategy Drive a Faster & Smarter Retail Transformation?

15.07.25 17:57 Uhr

Werte in diesem Artikel
Aktien

15,12 USD -2,13 USD -12,35%

350,20 EUR 3,90 EUR 1,13%

Indizes

23.219,9 PKT 57,5 PKT 0,25%

21.058,0 PKT 37,9 PKT 0,18%

Target Corporation TGT is betting on artificial intelligence to help it move with greater speed and precision in an increasingly volatile retail environment. Through its newly announced Enterprise Acceleration Office, the company plans to embed AI more deeply across its business to eliminate inefficiencies, accelerate decision-making and strengthen execution. Management has made it clear that the intent is not just incremental improvement but a step-change in how quickly the company can adapt to evolving consumer trends and competitive pressures.Target is already seeing benefits of technology-led improvements in its operations. In the first quarter of fiscal 2025, the company improved delivery times by nearly 20% year over year, boosted same-day services by 36%, and achieved higher inventory availability, all while keeping costs disciplined. Much of this progress came from smarter, automated inventory allocation, fulfillment routing and shrink management — areas wherein AI and machine learning are starting to deliver real impacts.TGT views AI as critical to unlocking agility at scale. By automating manual processes and surfacing better insights, the company can free up employees to focus on higher-value activities and respond faster to market changes. This is particularly important as consumer behavior becomes less predictable and competitors invest in similar capabilities.Target also expects AI to improve the customer experience directly in the longer term through more personalized Target Circle offers, smarter pricing and promotions, and better digital assortment recommendations. While investments are ongoing, the company believes that AI will be a cornerstone of its transformation, helping it deliver relevance, speed and value in a fast-moving retail landscape.WMT & BBY Lead on Innovation as TGT Leans Into AIWalmart Inc. WMT is increasingly leveraging artificial intelligence to improve its supply chain, delivery speed and overall customer experience. The company has seen significant growth in sub-three-hour deliveries, which surged 91% year over year, driven by AI-powered automation and smarter routing at Walmart.By using AI-driven forecasting and inventory optimization, Walmart continues to adapt to demand shifts, enhance efficiency, and sustain a seamless and competitive omnichannel retail experience.Best Buy Company Inc. BBY is embedding artificial intelligence into its digital platforms and customer service to boost engagement and efficiency. An AI-powered search with conversational prompts improves product discovery at Best Buy. The company also credits AI for record satisfaction and lower care costs, reinforcing Best Buy’s technology leadership.Target’s Price Performance, Valuation & EstimatesThe TGT stock has risen 15.9% over the past three months compared with the industry’s growth of 2.7%. Image Source: Zacks Investment Research Target’s forward 12-month price-to-earnings ratio of 13.41 reflects a lower valuation compared with the industry’s average of 32.13X. TGT carries a Value Score of B. Image Source: Zacks Investment Research The Zacks Consensus Estimate for TGT’s fiscal 2025 earnings implies a year-over-year decline of 14.8% and the same for fiscal 2026 indicates growth of 7.9%. Estimates for fiscal 2025 and 2026 have been upbound 4 cents and 8 cents, respectively, in the past 30 days. Image Source: Zacks Investment Research Target currently carries a Zacks Rank #4 (Sell).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Target Corporation (TGT): Free Stock Analysis Report Walmart Inc. (WMT): Free Stock Analysis Report Best Buy Co., Inc. (BBY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: Strategy (ex MicroStrategy) und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und als Geschenk eine Gratisaktie erhalten.

Ausgewählte Hebelprodukte auf Ai

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Ai

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu Strategy (ex MicroStrategy)

Wer­bung

Analysen zu Strategy (ex MicroStrategy)

DatumRatingAnalyst
11.02.2019Microstrategy A BuyBWS Financial
27.10.2017Microstrategy A BuyMizuho
28.07.2017Microstrategy A HoldDeutsche Bank AG
16.11.2016Microstrategy A BuyMizuho
11.01.2016Microstrateg a BuyDeutsche Bank AG
DatumRatingAnalyst
11.02.2019Microstrategy A BuyBWS Financial
27.10.2017Microstrategy A BuyMizuho
16.11.2016Microstrategy A BuyMizuho
11.01.2016Microstrateg a BuyDeutsche Bank AG
11.12.2015Microstrateg a BuyMizuho
DatumRatingAnalyst
28.07.2017Microstrategy A HoldDeutsche Bank AG
19.10.2015Microstrateg a HoldLake Street
31.10.2012Microstrateg a neutralROTH Capital Partners, LLC
30.10.2012Microstrateg a neutralUBS AG
31.07.2012Microstrateg a neutralUBS AG
DatumRatingAnalyst
16.03.2005Update Microstrategy Inc.: SellWedbush Morgan
09.02.2005Update Microstrategy Inc.: SellDeutsche Securities

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Strategy (ex MicroStrategy) nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen