<p>近年来，三大零售商的业绩飙升。<strong>沃尔玛</strong>、<strong>亚马逊</strong> 和 <strong>开市客</strong> 的增长幅度分别为三位数和两位数，顾客们纷纷涌向这些商家，寻求日常需求和非必需品的优惠。然而，有一个大牌公司——同样销售这些产品类别的公司却未能跻身其中。</p>
<p>这就是 <strong>塔吉特</strong>（TGT 2.44%）。尽管塔吉特在疫情初期的收入激增，但在随后的几年中，公司却难以实现增长。这一切发生在多种挑战之中，从店内盗窃到库存问题。这些都影响了股价，导致塔吉特在过去五年中下跌了 40%。</p>
<p>但今年可能标志着一个重要的转折点。塔吉特的长期高管迈克尔·菲德尔克（Michael Fiddelke）接任首席执行官，并制定了一项计划以激发长期增长。投资者似乎对目前的进展感到满意，塔吉特的股价今年上涨了超过 40%——相比之下，开市客和沃尔玛的涨幅分别为 10% 和 3%。而亚马逊的股价则上涨不足 1%。</p>
<p>塔吉特的股票能持续超越其零售同行多久？让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY1MjIvZ2V0dHlpbWFnZXMtMTEzMzU1MTU5MC5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY1MjIvZ2V0dHlpbWFnZXMtMTEzMzU1MTU5MC5qcGcmdz0zODQw"/></p>
<p>图片来源：Getty Images。</p>
<h2>塔吉特的艰难时光</h2>
<p>如前所述，塔吉特在过去几年中给投资者带来了颠簸的旅程。顾客抱怨结账时等待时间过长，以及店内缺少某些商品。一些商店的盗窃行为也对收益造成了压力。同时，在通货膨胀加剧的时期，顾客更容易转向以价值为导向的选择，如沃尔玛。</p>
<p>不过，值得记住几个非常积极的点。塔吉特在 2020 年至 2022 年间的收入增长超过 200 亿美元——尽管未能进一步增加收入，但它能够保持这些增长，年收入略超过 1000 亿美元。</p>
<p></p>
<p>TGT 年度收入 数据来源于 YCharts</p>
<p>塔吉特在其数字业务和店内履行方面也取得了显著进展——公司通常依赖其门店来履行订单，而不是从仓库发货。最后，塔吉特建立了大约 40 个自有品牌，这些品牌每年带来超过 300 亿美元的收入。这些品牌对零售商来说利润率高于国家品牌。</p>
<p>所有这些因素都是转型的良好起点——这可能正是目前正在发生的事情。菲德尔克的计划包括改造店内展示、加强产品种类、培训员工提供更好的顾客体验，以及更多地利用 人工智能等技术 来改善整体塔吉特体验。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RHVC5wbmcmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="塔吉特股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RHVC5wbmcmdz0xMjg"/></p>
<h2>NYSE: TGT</h2>
<p>塔吉特</p>
<p>今日变动</p>
<p>(-2.44%) $-3.27</p>
<p>当前价格</p>
<p>$130.65</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$590 亿</p>
<p>日内区间</p>
<p>$129.71 - $134.15</p>
<p>52 周区间</p>
<p>$83.44 - $142.82</p>
<p>成交量</p>
<p>196.8K</p>
<p>平均成交量</p>
<p>5.2M</p>
<p>毛利率</p>
<p>25.65%</p>
<p>股息收益率</p>
<p>3.49%</p>
<h2>塔吉特近期的成功</h2>
<p>在第一季度，塔吉特报告了几项成功。产品创新推动了收入增长，产生了 6.7% 的增长，超过 250 亿美元。同时，这家零售商 在实体店和数字销售方面都实现了增长——并且在所有六个商品类别中都有增长。公司还报告了店内商品可用性的改善。</p>
<p>基于这些结果，塔吉特将全年收入预期上调了两个百分点，预计增长约为 4%。塔吉特预计每股收益将在之前的 7.50 美元至 8.50 美元区间的高端。</p>
<p>公司指出，第二季度的比较期将比第一季度的 “去年同期” 更具挑战性。塔吉特还在监测消费者情绪，因为其接近历史低点。这些因素可能在第二季度构成阻力。同时，值得注意的是，塔吉特的复苏故事仍处于早期阶段，因此我们可能会在未来几个月看到起伏——而且塔吉特可能需要几个季度才能交出显著的业绩。</p>
<p>那么，现在让我们回到问题：塔吉特的股票能持续超越亚马逊、沃尔玛和开市客多久？塔吉特的复苏还有很长的路要走，这意味着投资者仍然有机会进入这只股票，并理想地伴随塔吉特在未来几个季度宣布进展和收益增长。</p>
<p>与此同时，塔吉特的股价明显低于其零售同行。</p>
<p></p>
<p>TGT 市盈率（前瞻） 数据来源于 YCharts</p>
<p>所有这些都支持现在购买塔吉特股票并持有的想法，因为公司的复苏正在展开。这意味着塔吉特在未来几个月可能会继续超越其同行的零售巨头。</p>

塔吉特

沃尔玛

开市客

<p>塔吉特（Target，股票代码：TGT）今年股价上涨超过 40%，表现优于沃尔玛和亚马逊等同行，这得益于新任首席执行官迈克尔·菲德尔克（Michael Fiddelke）的扭转战略。尽管过去面临盗窃和库存问题等挑战，塔吉特在第一季度报告了 6.7% 的强劲收入增长，达到 250 亿美元，并上调了全年预测。该公司正在利用数字销售、自有品牌和人工智能的改进。尽管消费者信心仍然低迷，塔吉特较低的估值和早期复苏阶段表明其持续超越的潜力</p>

<p>In recent years, three major retailers have soared. <strong>Walmart</strong>, <strong>Amazon</strong>, and <strong>Costco</strong> have climbed -- Walmart in the triple-digits and the other two in the double-digits -- as customers rushed to them for deals on their everyday needs as well as discretionary purchases. One big name, however -- another company selling the same product categories – has been missing from that list.</p>
<div class="lb-trans"><p>近年来，三大零售商的业绩飙升。<strong>沃尔玛</strong>、<strong>亚马逊</strong> 和 <strong>开市客</strong> 的增长幅度分别为三位数和两位数，顾客们纷纷涌向这些商家，寻求日常需求和非必需品的优惠。然而，有一个大牌公司——同样销售这些产品类别的公司却未能跻身其中。</p>
</div><p>And that was <strong>Target</strong>( TGT 2.44%). Though Target saw revenue soar in early pandemic days, the company struggled to grow in the years to follow. This happened amid a variety of challenges, from theft in its stores to inventory problems. All of this impacted the stock price, leaving Target down 40% over the past five years.</p>
<div class="lb-trans"><p>这就是 <strong>塔吉特</strong>（TGT 2.44%）。尽管塔吉特在疫情初期的收入激增，但在随后的几年中，公司却难以实现增长。这一切发生在多种挑战之中，从店内盗窃到库存问题。这些都影响了股价，导致塔吉特在过去五年中下跌了 40%。</p>
</div><p>But this year may mark an important turning point. Longtime Target executive Michael Fiddelke took over the role of chief executive officer and put into place a plan to spark long-term growth. Investors seem to like the progress so far as the stock has soared more than 40% this year -- that's compared to gains of 10% and 3% for Costco and Walmart. And Amazon stock has advanced less than 1%.</p>
<div class="lb-trans"><p>但今年可能标志着一个重要的转折点。塔吉特的长期高管迈克尔·菲德尔克（Michael Fiddelke）接任首席执行官，并制定了一项计划以激发长期增长。投资者似乎对目前的进展感到满意，塔吉特的股价今年上涨了超过 40%——相比之下，开市客和沃尔玛的涨幅分别为 10% 和 3%。而亚马逊的股价则上涨不足 1%。</p>
</div><p>How long can Target stock continue to crush its retail peers? Let's find out.</p>
<div class="lb-trans"><p>塔吉特的股票能持续超越其零售同行多久？让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY1MjIvZ2V0dHlpbWFnZXMtMTEzMzU1MTU5MC5qcGcmdz0zODQw" alt="A shopper reaches for something on a shelf." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F876522%2Fgettyimages-1133551590.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Target's tough times</h2>
<div class="lb-trans"><h2>塔吉特的艰难时光</h2>
</div><p>As mentioned, Target offered investors a bumpy ride over the past few years. Shoppers complained about long wait times at the register and a lack of certain items in the stores. Theft in some stores also weighed on earnings. Meanwhile, during times of increasing inflation, shoppers more easily turned to value-focused options such as Walmart.</p>
<div class="lb-trans"><p>如前所述，塔吉特在过去几年中给投资者带来了颠簸的旅程。顾客抱怨结账时等待时间过长，以及店内缺少某些商品。一些商店的盗窃行为也对收益造成了压力。同时，在通货膨胀加剧的时期，顾客更容易转向以价值为导向的选择，如沃尔玛。</p>
</div><p>It's important to remember a few very positive points, though. Target grew revenue by more than $20 billion from 2020 through 2022 -- and while it's failed to increase revenue further, it's been able to maintain the gains, with annual revenue of a little over $100 billion.</p>
<div class="lb-trans"><p>不过，值得记住几个非常积极的点。塔吉特在 2020 年至 2022 年间的收入增长超过 200 亿美元——尽管未能进一步增加收入，但它能够保持这些增长，年收入略超过 1000 亿美元。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>TGT Revenue (Annual) data by YCharts</p>
<div class="lb-trans"><p>TGT 年度收入 数据来源于 YCharts</p>
</div><p>Target also made impressive gains in its digital business and in in-store fulfillment -- the company generally relies on its stores to fulfill orders rather than shipping from a warehouse. Finally, Target has built out a solid array of about 40 owned brands -- they bring in more than $30 billion in annual revenue. These are important as owned brands are higher-margin for a retailer than national brands.</p>
<div class="lb-trans"><p>塔吉特在其数字业务和店内履行方面也取得了显著进展——公司通常依赖其门店来履行订单，而不是从仓库发货。最后，塔吉特建立了大约 40 个自有品牌，这些品牌每年带来超过 300 亿美元的收入。这些品牌对零售商来说利润率高于国家品牌。</p>
</div><p>All of these points are a great starting point for a turnaround -- and that is what might be taking place right now. Fiddelke's plan involves overhauling in-store displays, strengthening the assortment of products, training employees to deliver a better guest experience, and making more use of technology like AI to improve the overall Target experience.</p>
<div class="lb-trans"><p>所有这些因素都是转型的良好起点——这可能正是目前正在发生的事情。菲德尔克的计划包括改造店内展示、加强产品种类、培训员工提供更好的顾客体验，以及更多地利用 人工智能等技术 来改善整体塔吉特体验。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RHVC5wbmcmdz0xMjg" alt="Target Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FTGT.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: TGT</h2>
<div class="lb-trans"><h2>NYSE: TGT</h2>
</div><p>Target</p>
<div class="lb-trans"><p>塔吉特</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-2.44%) $-3.27</p>
<div class="lb-trans"><p>(-2.44%) $-3.27</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$130.65</p>
<div class="lb-trans"><p>$130.65</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$59B</p>
<div class="lb-trans"><p>$590 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$129.71 - $134.15</p>
<div class="lb-trans"><p>$129.71 - $134.15</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$83.44 - $142.82</p>
<div class="lb-trans"><p>$83.44 - $142.82</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>196.8K</p>
<div class="lb-trans"><p>196.8K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>5.2M</p>
<div class="lb-trans"><p>5.2M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>25.65%</p>
<div class="lb-trans"><p>25.65%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>3.49%</p>
<div class="lb-trans"><p>3.49%</p>
</div><h2>Target's recent successes</h2>
<div class="lb-trans"><h2>塔吉特近期的成功</h2>
</div><p>In the first quarter, Target reported several successes. Product innovation helped drive revenue growth, generating a 6.7% increase to more than $25 billion. And the retailer saw growth in both physical stores and digital sales -- and growth across all six merchandise categories. The company also reported improvements in product availability in stores.</p>
<div class="lb-trans"><p>在第一季度，塔吉特报告了几项成功。产品创新推动了收入增长，产生了 6.7% 的增长，超过 250 亿美元。同时，这家零售商 在实体店和数字销售方面都实现了增长——并且在所有六个商品类别中都有增长。公司还报告了店内商品可用性的改善。</p>
</div><p>Based on these results, Target increased its full-year revenue forecast by two percentage points, with expectations for a gain of about 4%. And Target forecasts earnings per share at the high end of its earlier $7.50 to $8.50 range.</p>
<div class="lb-trans"><p>基于这些结果，塔吉特将全年收入预期上调了两个百分点，预计增长约为 4%。塔吉特预计每股收益将在之前的 7.50 美元至 8.50 美元区间的高端。</p>
</div><p>The company has noted that the second quarter's comparison period will be more difficult than the &#34;year-earlier&#34; period for the first quarter. And Target also is monitoring consumer sentiment as it remains close to a record low. These elements could prove to be headwinds in the second quarter. Meanwhile, it's important to note that Target is very early in its recovery story, so we could see ups and downs in the months to come -- and it may take a few quarters for Target to deliver significant results.</p>
<div class="lb-trans"><p>公司指出，第二季度的比较期将比第一季度的 “去年同期” 更具挑战性。塔吉特还在监测消费者情绪，因为其接近历史低点。这些因素可能在第二季度构成阻力。同时，值得注意的是，塔吉特的复苏故事仍处于早期阶段，因此我们可能会在未来几个月看到起伏——而且塔吉特可能需要几个季度才能交出显著的业绩。</p>
</div><p>So, now, let's get back to our question: How long can Target stock continue crushing Amazon, Walmart, and Costco? Target's recovery has a lot farther to go, meaning it's not too late for investors to get in on the stock and ideally accompany Target as it announces progress and earnings growth in the quarters to come.</p>
<div class="lb-trans"><p>那么，现在让我们回到问题：塔吉特的股票能持续超越亚马逊、沃尔玛和开市客多久？塔吉特的复苏还有很长的路要走，这意味着投资者仍然有机会进入这只股票，并理想地伴随塔吉特在未来几个季度宣布进展和收益增长。</p>
</div><p>Meanwhile, Target is considerably cheaper than its retail peers.</p>
<div class="lb-trans"><p>与此同时，塔吉特的股价明显低于其零售同行。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>TGT PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>TGT 市盈率（前瞻） 数据来源于 YCharts</p>
</div><p>All of this supports the idea of buying Target stock right now and holding on as the company's recovery unfolds. And that means Target could easily continue outperforming its fellow retail giants at least in the months to come.</p>
<div class="lb-trans"><p>所有这些都支持现在购买塔吉特股票并持有的想法，因为公司的复苏正在展开。这意味着塔吉特在未来几个月可能会继续超越其同行的零售巨头。</p>
</div>

How Long Can Target Stock Continue To Crush Amazon, Walmart, and Costco?

- 近年来，Target 股价下跌 40%，主要因库存问题及盗窃影响。  
- 新任 CEO 制定计划，令股价今年上涨超 40%，超越 Walmart 和 Costco。  
- Target 在电商和自有品牌方面取得成功，展望未来发展潜力巨大。

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塔吉特的股票还能在多长时间内继续超越亚马逊、沃尔玛和开市客？