Target
5 statements across 4 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 19, 2022 by Ben Gilbert · said 37 times in 11 episodes since 2021 · across every show →
Mentions by year
brought up most by Ben Gilbert (18), David Rosenthal (17), Howard Schultz (1)
tap a year for its mentions
2025 3 mentions in 2 episodes 2 per episode
2024 12 mentions in 2 episodes 6 per episode
2023 7 mentions in 2 episodes 4 per episode
2022 14 mentions in 4 episodes 4 per episode
2021 1 mention in 1 episode
Everything said about Target, oldest first
Jul 19, 2022 neutral
Walmart operates at 24% gross margins, between Costco's 13% and Target's 30%
“If you look at Walmart's twenty-four-ish percent gross margin, so that's basically what they get from the goods that they sell on the shelf, you see, ok, it's less than Target, which makes 29 30% of anything that they sell on the shelf. Well, Costco's gross pr…”
Jul 19, 2022 neutral
Gilbert: Walmart operates at 20-24% gross margins vs 33%+ historically
“Walmart probably has a gross margin between 20 and 24% at any given time, and every store had like a 33% gross margin. Even the, like, Target is sort of like a high-end discounter. It's sort of like a nicer stuff, more expensive. They're in the 29% category, b…”
Aug 16, 2022 neutral
Aug 21, 2023 bullish
Nov 18, 2024
Ben Gilbert: Apple and Tiffany lead retail with $5,500 and $3,000 sales per foot
“Costco is 1800 dollars a foot. They are trying to maximize their dollar per foot. Walmart is about 600. Target is about 450 dollars. And then these, like, crazy businesses, just to compare it to the all-time greatest, Tiffany is 3000 dollars a foot for jewelry…”