Verified peer comparison

TGT vs COST

Target Corporation compared with Costco Wholesale Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.

TGT

Target Corporation

$189.43

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COST

Costco Wholesale Corporation

$189.43

Open
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High
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Low
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Market Cap
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Open stock research

Company-specific comparison

Business exposure

TGT: Consumer Staples Merchandise Retail

COST: Consumer Staples Merchandise Retail

Upside lens

TGT: Comparable sales growth was driven by higher traffic, with sales increasing across all six core merchandising categories and both stores and digital channels. Roundel advertising, Target Circle 360 memberships, and the Target+ marketplace are expanding higher-value non-merchandise revenue and supporting gross margin. Rapid same-day delivery growth and planned food, beauty, and home assortment renewals can improve convenience, newness, and repeat engagement.

COST: renewal rates, traffic, and private-label value

Risk lens

TGT: Higher compensation, training, marketing, capital-project spending, and product costs can absorb gross-margin and productivity gains. Management characterized the quarter as an encouraging early sign but acknowledged substantial work remains, making consistent execution across merchandising and guest experience essential. Target remains exposed to changes in consumer confidence, purchasing power, competitive pricing, tariffs, and product-cost inflation, especially in discretionary categories.

COST: premium valuation and margin sensitivity

Verified sources

Target Corporation Reports First Quarter EarningsTarget Corporation · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/20/2026, 12:00:00 AM

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Target Investor RelationsTarget Corporation · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Target Form 10-Q for the Quarter Ended May 2, 2026U.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/20/2026, 12:00:00 AM

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Costco Reports Third Quarter and Year-to-Date Operating Results for Fiscal 2026Costco Wholesale Corporation · earningsVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

Published: 5/28/2026, 12:00:00 AM

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Costco Wholesale Investor RelationsCostco Wholesale Corporation · companyVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

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Costco Wholesale SEC FilingsCostco Wholesale Corporation · filingVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

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COST editorial research profileAlphaVue Research · editorialVerified

Fetched: 7/11/2026, 12:00:00 AM UTC