Target Trends & Statistics

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US Retail Media Ad Spending Benchmarks: Q4 2025

US Retail Media Ad Spending Benchmarks: Q4 2025

Report
Nov 10, 2025

This benchmark covers how ad buyers can calibrate their retail media ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

US Search Ad Spending Benchmarks: Q4 2025

US Search Ad Spending Benchmarks: Q4 2025

Report
Nov 10, 2025

This benchmark covers how ad buyers can calibrate their search ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

Target’s fulfillment pivot improves the in-store experience but may not turn its fortunes around

Target’s fulfillment pivot improves the in-store experience but may not turn its fortunes around

Article
Nov 06, 2025

Target is overhauling its ecommerce fulfillment model by reducing the number of stores that handle online delivery orders to ease strain on operations and improve the in-store experience. After testing the approach in Chicago, it has expanded to 36 markets with more planned next year. The strategy helps cut transportation costs, reduce out-of-stocks, and raise customer satisfaction, while allowing longer next-day delivery windows. However, Target still trails Walmart and Amazon in delivery speed and coverage and faces ongoing challenges as shoppers increasingly focus on essential purchases.

From runway to retail, denim’s shape-shifting power defines its return

Article
Nov 05, 2025

After years of athleisure dominating closets, denim jeans are back in the spotlight. As brands reinvest in fit, quality, and cultural relevance, the US denim market is set to reach $21.5 billion by 2028, according to Euromonitor International.

Target outlines holiday strategy focused on in-store experiences and early deals

Article
Oct 30, 2025

Target’s plan to win holiday sales relies heavily on in-store activations and a steady stream of deals throughout the last two months of the year. All of Target’s nearly 2,000 stores will be transformed into “nostalgic Alpine villages,” complete with festive décor and weekend events throughout the season. The retailer will also offer weeklong deals and host an earlier Black Friday sale to accommodate consumers' price sensitivities. Target is hoping that an emphasis on joy and whimsy—and discounts—will help it recapture some much-needed spending.

Amazon keeps holiday hiring plans steady in sign of optimism

Amazon keeps holiday hiring plans steady in sign of optimism

Article
Oct 13, 2025

Amazon will hire 250,000 workers this holiday season, the same number it brought on each of the past two years. The retailer could account for more than half of all seasonal hires in the last three months of the year, as other companies pare back hiring plans in the face of considerable uncertainty. Amazon’s consistent hiring plans illustrate its (relative) optimism heading into what could be a difficult season.

Expedia and Booking.com integrations push ChatGPT deeper into commerce

Expedia and Booking.com integrations push ChatGPT deeper into commerce

Article
Oct 07, 2025

OpenAI is now allowing users to connect to select third-party apps within the ChatGPT interface. The integrations expand the chatbot’s utility while encouraging users to spend more time within the platform. Consumers may not yet be willing to make transactions within ChatGPT, but they are open to its recommendations. ChatGPT’s integrations with Expedia and Booking.com could transform how people approach trip planning, all while siphoning more traffic from Google—and familiarizing users with the idea of making more purchasing decisions with the help of AI.

Target, Starbucks turn to Taylor Swift to speed recovery

Article
Oct 06, 2025

Starbucks and Target tapped into the buzz around the release of Taylor Swift’s latest album, “The Life of a Showgirl,” to help fuel their turnaround. The stakes are high for both companies as they struggle to get customers excited about their offerings. At the same time, the question for both Starbucks and Target is whether they can turn the short-term bump into lasting growth.

Citibank will hold some of President Trump’s assets following ‘debanking’ battle with competitors

Article
Oct 02, 2025

Citigroup has accepted President Donald Trump's money, creating a new trust held by his son Eric Trump for some of the president's assets, per Bloomberg. Citi is calculating that the Trump family’s potential investments outweigh the reputational risks—and potential blowback from consumers. Businesses’ decisions have recently led to massive boycotts, for example Disney lost 1.7 million subscribers after Jimmy Kimmel’s highly politicized temporary suspension, per Tvinsider. And Target has faced declining profits after stepping back from DEI policies. We will likely see more movement in this direction, as banks fear being labeled as debanking under this administration.

Target debuts ‘first of its kind’ self-checkout to make shopping experience more inclusive

Article
Sep 26, 2025

Target introduced a self-checkout experience designed for blind and low-vision shoppers, as well as customers with mobility disabilities. For retailers, introducing accessible features is a relatively low lift that can immeasurably improve the experience for a subset of customers. They also boost goodwill—which Target desperately needs right now. Such solutions offer a crucial point of differentiation at a time when consumers are being especially strategic about where they spend.

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ChatGPT begins its evolution into an ad platform

ChatGPT begins its evolution into an ad platform

Article
Sep 25, 2025

OpenAI is preparing to turn ChatGPT into an advertising platform, posting a new role for an engineer to build systems for ad integration, campaign management, and attribution. The move could position ChatGPT as a new challenger to Google, Meta, and Amazon’s ad businesses. Already a major driver of referral traffic to retailers like Walmart, Etsy, and Target, ChatGPT has clear potential to evolve into a commerce and ad engine. But execution will be critical: Poorly integrated ads risk undermining user trust, even as AI-driven ad formats are projected to grow at triple-digit annual rates in the coming years.

Target bets on style reboot to reverse its sales slump

Article
Sep 25, 2025

Target is pushing to reclaim its place as a premier destination for affordable fashion. The retailer is turning its small-format SoHo store into a design concept that showcases its apparel and beauty assortment, the company told Axios. Target also relaunched its Target Style Instagram account earlier this month, which will offer up both outfit inspiration and shoppable content. Target’s ability to regain its fashion authority goes hand-in-hand with its ability to reverse its declining fortunes.

Toys R Us expands global footprint ahead of the holidays

Article
Sep 23, 2025

Toys R Us will open 10 new flagship stores and 20 seasonal holiday shops by year-end, doubling down on its return to physical retail. If the retailer can consistently find ways to make in-store shopping fun, its strong name recognition and nostalgic pull should help it recapture meaningful market share.

Walmart, Target, and Best Buy challenge Prime Big Deal Days

Walmart, Target, and Best Buy challenge Prime Big Deal Days

Article
Sep 23, 2025

The holiday sales season is set to begin in earnest in October, with a number of retailers rolling out events to compete with Amazon’s Prime Big Deal Days. Walmart, Target, Best Buy, and Kohl's will all run sales that coincide with Amazon's October event, putting them in a better position to capitalize on shoppers' desire to get a head start on holiday shopping.

Target moves to better compete with Amazon and Walmart on delivery

Article
Sep 17, 2025

Target is expanding next-day delivery service to 35 US markets by the end of next month as it prepares for the holidays and looks to better compete with Amazon and Walmart. Markets that will gain next-day delivery include San Diego; Orlando and Tampa, Florida; Charlotte, North Carolina; and Cleveland. In stepping up its next-day delivery, Target recognizes that the competitive stakes in retail are escalating. Its recent sales softness suggests it may be at risk of falling off shoppers’ radar as speed, selection, and convenience become critical retail differentiators.

Target's new CEO faces uphill battle

Article
Sep 08, 2025

Target's appointment of internal veteran Michael Fiddelke as its next CEO has sparked debate among investors and analysts about whether an insider can turn around the struggling retailer after nearly three years of disappointing performance.

Trading card boom benefits Target, Walmart, eBay

Article
Sep 05, 2025

Trading card mania is proving to be a profitable tailwind for Target, eBay, and Walmart, as high-profile releases and collector enthusiasm drive spending. The market for toys is increasingly being driven by demand for collectibles like Labubus and trading cards. That demand is strongest among adults, who see these items both as fun indulgences and investment opportunities.

Amazon and Walmart pulled ahead in Q2 while Target remained bogged down

Amazon and Walmart pulled ahead in Q2 while Target remained bogged down

Article
Aug 26, 2025

The Q2 performances of Amazon, Walmart, and Target illustrate the retailers’ diverging fortunes as shoppers reassess their spending priorities. While uncertainty is funneling more dollars toward Amazon and Walmart, customers are steering clear of Target—due both to a lackluster assortment and frustration over its diversity, equity, and inclusion (DEI) flip-flopping. Walmart and Amazon are pulling ahead as their relentless focus on value—in the form of speed, selection, and convenience—make them the first stop for shoppers buying everything from essentials like groceries to discretionary items like beauty and apparel. That leaves Target’s new CEO, Michael Fiddelke, with the unenviable task of having to turn the retailer around just as tariffs threaten its bottom line and undermine its core discretionary business.

Better together: The power of retail partnerships

Article
Aug 25, 2025

Successful retail partnerships create value beyond what either brand could achieve alone. “One plus one makes three is the ideal situation, where both parties bring something to the table that the customer values and as a result, both businesses and brands benefit,” said Brian Berger, founder and CEO of Mack Weldon, on a recent episode of “Behind the Numbers.”

Leak outlines Walmart, Best Buy, Costco data fees for retail media ads

Article
Aug 25, 2025

A leaked Adweek-reviewed file details how The Trade Desk partners with 49 retailers worldwide to sell ad placements built on shopper data. The document reveals steep markups and inconsistent rules: Albertsons charges up to 45% of media costs, Best Buy limits custom audiences, Costco sets $100K minimums, and Walmart imposes fees capped at $3.50 CPMs plus measurement charges. Other retailers add restrictions around ad categories or approvals. The leak highlights both the value and complexity of retail media as brands chase audience targeting tied directly to transactions. Transparency remains a challenge, with costs and conditions varying widely by partner.

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