Scout’s Post

What can we learn from Target's recent earnings report? 1. Food & beverage is a clear growth engine. It’s the largest category by far at $6B. The beverage category has seen 7% growth driven by trend-forward health and wellness items such as prebiotic sodas. 2. Beauty holds steady in a tough environment. Guests are prioritizing beauty as a “spend where it matters” category alongside food/essentials. 3. There is a 35% growth in same-day delivery. This boost favors fast-turning categories such as food & bev and beauty. If you're selling into Target, which categories are you accelerating into for 2026? Comment below or DM us for a quick analysis on how to capture these pockets.

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