$TGT Target Tape Reports
Per Ticker.id: $TGT Target Tape Reports — 68 podcast mentions across 7 podcasts (30 days), latest 2026-08-26 18:00 UTC.
I think it was really about 50/50, to be honest. You know, that initial pop that we saw after the news came out, the initial pop in bonds and rates going down, you know, I think after that was digested in the news, the market said, yeah, maybe that's really not going to work. And as the yields started to climb again and, you know, then like you said, we got that Walmart report. I think there's some definite pressure on there, on the consumer. You know, we've talked a while for the consumer trading down, meaning that some of the, the lower cost retailers like a Target, a Walmart, a TJX, that that's the place they're going to. But, you know, then we get what happened last week here. So I think overall we've got to be very, very careful on how the consumer feels and what their retail spending is like.
Scott Bauer — IBKR Podcasts · Is Nvidia More Important Than the Fed Right Now? · 2026-08-26All right, Contessa, our thanks. Abercrombie, the latest retailer seeing some huge swings post results, although this one's to the upside. One of its best days, maybe the second best day on record. The key consumer takeaways from that report so far with one longtime industry executive coming up. Welcome back. A number of big moves in retail today following yesterday's big drop for Dick's Sporting Goods. Today, it's Abercrombie surging this morning. About 30-plus percent after a beat and raise. Williams-Sonoma pulls back despite a solid print. Joining us this morning to talk more about the winners and losers is Jerry Storch, former chairman and CEO of Toys R Us, former Target vice chair and current Storch Advisors CEO. Jerry, welcome back. Good to have you. Just making notice, making note of some of the outsized gains or losses between, let's say, Walmart and Dick's. In this case today, Abercrombie. People were pointing out Victoria's Secret up as multiple, multiple of its levels a year ago. Is this about share versus volume overall?
Carl Quintanilla — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26No, absolutely. I think consumer tastes change. You know, sneakers were the biggest must-have discretionary item. They're simply not that anymore. We'll see when Best Buy reports. Is some of that discretionary purchasing gone to electronics? You know, maybe it has. You know, people change and whoever's winning changes. Walmart has been a fantastic player, for example. They've done amazing in their business. And yet when the report came out, they were down 9% in one day, one of the worst days in Walmart stock's history. Meanwhile, Target, which has been beaten down terribly and actually underperformed for a long time, is doing a much better job this year, and they're up something like 60% this year. And their stock, of course, was up sharply on their results last week. TJX, one of the, one of the big winners consistently year over year over year, came out with a report that wasn't that bad, but their stock went down. Meanwhile, Ross Stores, their big competitor, had over a 10% same-store sales gain and their stock shot up, you know, so, so the consumer is there, they're shopping. There's no doubt retail sales in July were up 5% year over year. The consumer is not sick, but they're choosy. They want value. And for discretionary items, they want innovation. And innovation is not there. They are not buying.
Jerry Storch — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Wednesday, August 26th. I'm Julie Morgan. Target fell nearly 4% on Tuesday after the retailer pulled a controversial Halloween costume. The product, sold as the Kids' Glows Under Blacklight Circus Clown Halloween Costume, prompted backlash on social media as some consumers said it resembled a racist caricature evocative of minstrel shows. Target issued an apology, saying in part, "We know this is especially hurtful for our Black guests, team members, and partners." In an internal email viewed by Reuters, the chief merchandising officer echoed Target's public apology, telling employees the item "never should have been in our assortment" and that the company would "learn from this and do better." An analyst with Morningstar said the share drop reflected the fragility of Target's competitive positioning. Noting that it relies on consumer relations and shopping experience to compete with retailers like Walmart and Costco that win on price. SpaceX plans to develop a $100 billion Starship launch and production complex on about 125,000 acres near Pecan Island, Louisiana. Starbase Louisiana is expected to include 5 launch complexes with 2 pads each, along with propellant production, power generation, vehicle processing, and employee housing. Construction is scheduled to begin in 2027, with the first launch targeted for 2029. The $100 billion project will give SpaceX another base for Starship operations, alongside its existing South Texas site and a planned facility at Cape Canaveral, Florida. The Louisiana location would support southbound launches over the Gulf of Mexico and missions into near-polar orbits. According to the president of SpaceX, the project could create 3,000 to 10,000 jobs. The company and Louisiana also plan to restore coastal wetlands and protect wildlife around the site, which previously belonged to ExxonMobil before being returned to the state through a legal settlement. And something that continues to show up on our list of trending topics: Walmart has added a contactless payment system including Apple Pay at select stores and Sam's Club locations. It rolled out earlier this week with further expansion planned for later this year. Tap to Pay at Walmart will allow shoppers to hold a credit card, phone, or smartwatch near a card reader to send payment data instantly without swiping or inserting a credit or debit card.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26Walmart and Target.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Yeah, I mean, you gave me a lot of hints along the way, but isn't that amazing? Oh, so you know, this is the, this is the thing with, this is the thing with technicals and charts. I have a bias about every company I hear about, especially if it's a consumer-facing company. Like, in other words, I have no, I have no bias about let's say we're talking about Micron and Western Digital, 'cause I don't interact with their products. So those are easy for me. I just, it's charts only, right? I look at the earnings growth, I read the analyst comments, and then I look at the price. Those are easy to not have a bias. Walmart and Target, I mean, McDonald's, Coca-Cola, Anheuser-Busch, Disney, Netflix, Spotify, impossible not to have a bias, right? You have— you have got to use charts and technicals to tell you when your stupid bias is being laughed at by the people who are actually putting their own money on the line with trades. And so this is why I've— my— almost my entire career, I have just been like a chart and fundamentals person, not one or the other. Because what you saw in that Target chart when it started to outperform Walmart, you might have looked at the stock price and said, Target, what a piece of shit. Because that's how we all, we're all predisposed to make snap judgments. Do you know why that's the case? Not to belabor this, because it's survival. You see a group of people that look dangerous, you turn around and walk the other way. And you live on to pass your genes to the next generation. So these snap judgments that we make in one second where we decide this looks like it's safe to eat, this looks like it might kill me, that's necessary for human life. It works against you in investing. Humanity did not develop, um, its, its survival instincts alongside financial markets. We have 100,000 years of human evolution. We have 400 years of stocks back to Amsterdam, right? So we don't have these built-in mechanisms for no reason. It keeps us alive, right? But it doesn't help when we're thinking about stocks. Oh, I love this company. I hate this product. I like that CEO. What are you, an idiot? How could that possibly work?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Yeah, a lot of, a lot of discussion, Jim, about what it would take to turn to do what Target's done and do that to Nike. Right.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25But first, let's do the numbers. The Dow Jones Industrial Average added 140 points, about a quarter percent, to finish at 53,417. The Nasdaq lost 200 points, 3/4% to close at 25,980, and the S&P 500 slid 21 points, 3/10%, ending at 7,652. You heard Elizabeth Troval report on Canada's oil exports to the U.S. amid growing tensions between the two countries. Again, part of those tensions include President Trump's threat of 50% tariffs on all cars, trucks, and auto parts from our northern their neighbors. Many popular car models like the Chevy Silverado and Dodge Charger are assembled in Canada and imported to the U.S. General Motors lost 1.1% on the news. Ford fell 3.4%. Stellantis dropped 3.5%. Kaylee Wells told us about Walmart rolling back prices to lure customers from competitors. Walmart shares gained 2.7%, but rival Target PriceMatched also gaining 2.7%. Bonds rose. The yield on the 10-year T-note fell to 4.70%. You're listening to Marketplace.
Amy Scott — Marketplace · Does Canada need new energy partners? · 2026-08-24