<p>近年來，三大零售商的業績飆升。<strong>沃爾瑪</strong>、<strong>亞馬遜</strong> 和 <strong>開市客</strong> 的增長幅度分別為三位數和兩位數，顧客們紛紛湧向這些商家，尋求日常需求和非必需品的優惠。然而，有一個大牌公司——同樣銷售這些產品類別的公司卻未能躋身其中。</p>
<p>這就是 <strong>塔吉特</strong>（TGT 2.44%）。儘管塔吉特在疫情初期的收入激增，但在隨後的幾年中，公司卻難以實現增長。這一切發生在多種挑戰之中，從店內盜竊到庫存問題。這些都影響了股價，導致塔吉特在過去五年中下跌了 40%。</p>
<p>但今年可能標誌着一個重要的轉折點。塔吉特的長期高管邁克爾·菲德爾克（Michael Fiddelke）接任首席執行官，並制定了一項計劃以激發長期增長。投資者似乎對目前的進展感到滿意，塔吉特的股價今年上漲了超過 40%——相比之下，開市客和沃爾瑪的漲幅分別為 10% 和 3%。而亞馬遜的股價則上漲不足 1%。</p>
<p>塔吉特的股票能持續超越其零售同行多久？讓我們來看看。</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>圖片來源：Getty Images。</p>
<h2>塔吉特的艱難時光</h2>
<p>如前所述，塔吉特在過去幾年中給投資者帶來了顛簸的旅程。顧客抱怨結賬時等待時間過長，以及店內缺少某些商品。一些商店的盜竊行為也對收益造成了壓力。同時，在通貨膨脹加劇的時期，顧客更容易轉向以價值為導向的選擇，如沃爾瑪。</p>
<p>不過，值得記住幾個非常積極的點。塔吉特在 2020 年至 2022 年間的收入增長超過 200 億美元——儘管未能進一步增加收入，但它能夠保持這些增長，年收入略超過 1000 億美元。</p>
<p></p>
<p>TGT 年度收入 數據來源於 YCharts</p>
<p>塔吉特在其數字業務和店內履行方面也取得了顯著進展——公司通常依賴其門店來履行訂單，而不是從倉庫發貨。最後，塔吉特建立了大約 40 個自有品牌，這些品牌每年帶來超過 300 億美元的收入。這些品牌對零售商來説利潤率高於國家品牌。</p>
<p>所有這些因素都是轉型的良好起點——這可能正是目前正在發生的事情。菲德爾克的計劃包括改造店內展示、加強產品種類、培訓員工提供更好的顧客體驗，以及更多地利用 人工智能等技術 來改善整體塔吉特體驗。</p>
<p>展開</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="塔吉特股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RHVC5wbmcmdz0xMjg"/></p>
<h2>NYSE: TGT</h2>
<p>塔吉特</p>
<p>今日變動</p>
<p>(-2.44%) $-3.27</p>
<p>當前價格</p>
<p>$130.65</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$590 億</p>
<p>日內區間</p>
<p>$129.71 - $134.15</p>
<p>52 周區間</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，塔吉特報告了幾項成功。產品創新推動了收入增長，產生了 6.7% 的增長，超過 250 億美元。同時，這家零售商 在實體店和數字銷售方面都實現了增長——並且在所有六個商品類別中都有增長。公司還報告了店內商品可用性的改善。</p>
<p>基於這些結果，塔吉特將全年收入預期上調了兩個百分點，預計增長約為 4%。塔吉特預計每股收益將在之前的 7.50 美元至 8.50 美元區間的高端。</p>
<p>公司指出，第二季度的比較期將比第一季度的 “去年同期” 更具挑戰性。塔吉特還在監測消費者情緒，因為其接近歷史低點。這些因素可能在第二季度構成阻力。同時，值得注意的是，塔吉特的復甦故事仍處於早期階段，因此我們可能會在未來幾個月看到起伏——而且塔吉特可能需要幾個季度才能交出顯著的業績。</p>
<p>那麼，現在讓我們回到問題：塔吉特的股票能持續超越亞馬遜、沃爾瑪和開市客多久？塔吉特的復甦還有很長的路要走，這意味着投資者仍然有機會進入這隻股票，並理想地伴隨塔吉特在未來幾個季度宣佈進展和收益增長。</p>
<p>與此同時，塔吉特的股價明顯低於其零售同行。</p>
<p></p>
<p>TGT 市盈率（前瞻） 數據來源於 YCharts</p>
<p>所有這些都支持現在購買塔吉特股票並持有的想法，因為公司的復甦正在展開。這意味着塔吉特在未來幾個月可能會繼續超越其同行的零售巨頭。</p>

塔吉特

沃爾瑪

開市客

<p>塔吉特（Target，股票代碼：TGT）今年股價上漲超過 40%，表現優於沃爾瑪和亞馬遜等同行，這得益於新任首席執行官邁克爾·菲德爾克（Michael Fiddelke）的扭轉戰略。儘管過去面臨盜竊和庫存問題等挑戰，塔吉特在第一季度報告了 6.7% 的強勁收入增長，達到 250 億美元，並上調了全年預測。該公司正在利用數字銷售、自有品牌和人工智能的改進。儘管消費者信心仍然低迷，塔吉特較低的估值和早期復甦階段表明其持續超越的潛力</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>近年來，三大零售商的業績飆升。<strong>沃爾瑪</strong>、<strong>亞馬遜</strong> 和 <strong>開市客</strong> 的增長幅度分別為三位數和兩位數，顧客們紛紛湧向這些商家，尋求日常需求和非必需品的優惠。然而，有一個大牌公司——同樣銷售這些產品類別的公司卻未能躋身其中。</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>這就是 <strong>塔吉特</strong>（TGT 2.44%）。儘管塔吉特在疫情初期的收入激增，但在隨後的幾年中，公司卻難以實現增長。這一切發生在多種挑戰之中，從店內盜竊到庫存問題。這些都影響了股價，導致塔吉特在過去五年中下跌了 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>但今年可能標誌着一個重要的轉折點。塔吉特的長期高管邁克爾·菲德爾克（Michael Fiddelke）接任首席執行官，並制定了一項計劃以激發長期增長。投資者似乎對目前的進展感到滿意，塔吉特的股價今年上漲了超過 40%——相比之下，開市客和沃爾瑪的漲幅分別為 10% 和 3%。而亞馬遜的股價則上漲不足 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>塔吉特的股票能持續超越其零售同行多久？讓我們來看看。</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>圖片來源：Getty Images。</p>
</div><h2>Target's tough times</h2>
<div class="lb-trans"><h2>塔吉特的艱難時光</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，塔吉特在過去幾年中給投資者帶來了顛簸的旅程。顧客抱怨結賬時等待時間過長，以及店內缺少某些商品。一些商店的盜竊行為也對收益造成了壓力。同時，在通貨膨脹加劇的時期，顧客更容易轉向以價值為導向的選擇，如沃爾瑪。</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>不過，值得記住幾個非常積極的點。塔吉特在 2020 年至 2022 年間的收入增長超過 200 億美元——儘管未能進一步增加收入，但它能夠保持這些增長，年收入略超過 1000 億美元。</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 數據來源於 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>塔吉特在其數字業務和店內履行方面也取得了顯著進展——公司通常依賴其門店來履行訂單，而不是從倉庫發貨。最後，塔吉特建立了大約 40 個自有品牌，這些品牌每年帶來超過 300 億美元的收入。這些品牌對零售商來説利潤率高於國家品牌。</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>所有這些因素都是轉型的良好起點——這可能正是目前正在發生的事情。菲德爾克的計劃包括改造店內展示、加強產品種類、培訓員工提供更好的顧客體驗，以及更多地利用 人工智能等技術 來改善整體塔吉特體驗。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>今日變動</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>當前價格</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>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$59B</p>
<div class="lb-trans"><p>$590 億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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，塔吉特報告了幾項成功。產品創新推動了收入增長，產生了 6.7% 的增長，超過 250 億美元。同時，這家零售商 在實體店和數字銷售方面都實現了增長——並且在所有六個商品類別中都有增長。公司還報告了店內商品可用性的改善。</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>基於這些結果，塔吉特將全年收入預期上調了兩個百分點，預計增長約為 4%。塔吉特預計每股收益將在之前的 7.50 美元至 8.50 美元區間的高端。</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，第二季度的比較期將比第一季度的 “去年同期” 更具挑戰性。塔吉特還在監測消費者情緒，因為其接近歷史低點。這些因素可能在第二季度構成阻力。同時，值得注意的是，塔吉特的復甦故事仍處於早期階段，因此我們可能會在未來幾個月看到起伏——而且塔吉特可能需要幾個季度才能交出顯著的業績。</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>那麼，現在讓我們回到問題：塔吉特的股票能持續超越亞馬遜、沃爾瑪和開市客多久？塔吉特的復甦還有很長的路要走，這意味着投資者仍然有機會進入這隻股票，並理想地伴隨塔吉特在未來幾個季度宣佈進展和收益增長。</p>
</div><p>Meanwhile, Target is considerably cheaper than its retail peers.</p>
<div class="lb-trans"><p>與此同時，塔吉特的股價明顯低於其零售同行。</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） 數據來源於 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>所有這些都支持現在購買塔吉特股票並持有的想法，因為公司的復甦正在展開。這意味着塔吉特在未來幾個月可能會繼續超越其同行的零售巨頭。</p>
</div>

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

- 近年來，Target 股價下跌 40%，主要因庫存問題及盜竊影響。  
- 新任 CEO 制定計劃，令股價今年上漲超 40%，超越 Walmart 和 Costco。  
- Target 在電商和自有品牌方面取得成功，展望未來發展潛力巨大。

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