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Home » Target Is Struggling. We Visited 3 Stores in the US to Find Out Why.
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Target Is Struggling. We Visited 3 Stores in the US to Find Out Why.

arthursheikin@gmail.comBy arthursheikin@gmail.comAugust 19, 2025No Comments4 Mins Read
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2025-08-19T20:07:42Z

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Target has struggled to grow sales in recent years, and store visits have been down.
Some analysts are expecting mixed results when the company reports earnings on Wednesday.
Business Insider saw some of the challenges in visits to three stores across the US earlier this summer.

Target has had a tough time hitting the mark.

Analysts are expecting mixed results when the company reports earnings on Wednesday, with possible short-term victories that wouldn’t entirely fix the retailer’s longer-term struggles.

“While we think near-term results have improved very modestly, Target’s longer-term competitive positioning remains challenged,” Truist Securities retail analyst Scot Ciccarelli said in a note last week.

Target has reported declining comparable sales in five of the past eight quarters. Foot traffic to its stores also fell by more than 3% in the second quarter compared to the same period last year, according to Placer.ai.

But not everyone is counting Target out yet.

“I am definitely out of consensus on this one,” Jefferies retail analyst Corey Tarlowe told Business Insider. “I think that this is still a very good business, contrary to popular opinion.”

Tarlowe pointed to Target’s large sales volume in categories like groceries and beauty, and said that it provides a solid foundation for the rest of the business.

He was also forgiving of Target’s uneven execution across different locations.

“It’s the same for a lot of stores,” he said. “Eventually they will get to a place that’s much more consistent and steady.”

Business Insider saw this mixed performance in visits to three stores across the US earlier this year.

The shopping experience varied between the locations: One seemed well-stocked and fairly busy with customers, another showed some signs of low foot traffic, and a third seemed to be understaffed and had lots of locked-up products.

A Target in Wisconsin showed what the chain is capable of

Shoppers visit a Target in Wisconsin.

The Target store in Wisconsin was well-stocked when Business Insider visited.


Dominick Reuter/Business Insider

One location in Madison, Wisconsin, serves families from surrounding neighborhoods and students from the nearby University of Wisconsin — two audiences that are Target’s bread and butter.

If the company is going to get any store right, this should be one of them.

Shoppers seemed to be having the kind of experience Target’s execs call the “Tarzhay” effect, where they go in for one essential and walk out with a basket of fun things too.

Some of Target’s biggest challenges were on display at a Washington, DC store

A mostly empty locked case meant to carry Apple accessories such as earbuds and charging cables at a Target store.

Most Apple items in this case were out of stock at a Washington, DC Target.


Alex Bitter/Business Insider

At a small-format store in Washington, DC, some of the chain’s biggest challenges were on display.

Items like men’s socks, deodorant, and laundry detergent were locked behind glass doors, and when Business Insider tried pressing a call button for access, an employee showed up only about half the time.

During one visit, Business Insider saw a customer wandering around as she looked for an employee who could help her buy a gift card — something that Target’s self-checkout stations can’t sell.

And while most products were in stock, some areas had bare shelves, such as a locked case for Apple accessories and the kitchen appliance department.

Target’s earnings will show whether the retailer has made improvements

Shopping carts are lined up outside of a Target store on November 16, 2022 in Chicago, Illinois.

Target will report its latest earnings results on Wednesday.


Scott Olson/Getty Images

The three locations don’t suggest an existential crisis for Target, but the assortment wasn’t especially exciting, and prices weren’t meaningfully better than those at a competitor. Target also recently said it would stop matching prices against any retailer other than itself.

Target has acknowledged its own challenges and announced last quarter the creation of a new enterprise acceleration office headed by its chief operating officer, Michael Fiddelke.

Wednesday’s financial results will mark the first report on Fiddelke’s progress.

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