Target

Baked by Melissa is rolling out at-home baking products — cupcake mixes, liners and a cupcake pan — in Target stores, featuring three flavors: Christmas Tie‑Dye, Marshmallow Hot Cocoa and Red Velvet. The exclusive Target launch arrives ahead of the holiday season as the regional brand seeks broader retail reach and Target aims to drive seasonal traffic. Founder Melissa Ben-Ishay moved into retail after planning the line for years and leverages a strong social media following to extend the brand beyond its New York minicupcake shops. » More on cnbc.com

Target's stock has risen nearly 60% year-to-date as a CEO-led turnaround accelerates. New CEO Michael Fiddelke is investing $2 billion in employee training, store layout and AI-driven assortment improvements, driving traffic growth of 3.6% and high-single-digit gains in food, beverage and beauty sales. The retailer opened 17 stores in the quarter, reports about $4.5 billion in free cash flow, and remains a Dividend King with 50+ years of consecutive increases, supporting the case for continued recovery and income-oriented investment. » More on finance.yahoo.com

Mark Weinstein assumes, with immediate effect, the role of chief marketing and guest experience officer at Target and reports to CEO Michael Fiddelke. He will be responsible for brand loyalty strategy, the retail‑media network Roundel and the marketplace Target+, as well as overseeing the customer experience across all channels and Target’s local presence. Weinstein joins from Hilton, where he served as global chief marketing officer, leading the marketing strategy for 28 brands and the loyalty program Hilton Honors. » More on de.investing.com

Target kept its 50-year dividend streak with a quarterly raise of 1.8%, the fourth straight quarter at that pace, a level far below prior multi-year increases. Operating cash flow fell about 11% in FY2026 while capex rose nearly 29% as the company remodels stores, and management is targeting a roughly 40% payout ratio over time. The token raise more likely reflects margin pressure from competition, markdowns and inventory challenges than financial prudence; a larger raise would signal stronger confidence in the recovery. » More on finance.yahoo.com

Target reported 3.8% comparable sales growth and 3.6% foot-traffic increase in Q2, with digital comparable sales up 8.7% and same-day deliveries rising 25%. The company raised full-year sales guidance to 5% and shows improvement across all core merchandising categories. Trading at about a 17 P/E and yielding nearly 3%, Target is presented as a lower-valuation, dividend-paying option versus peers like Walmart for value-oriented investors. » More on finance.yahoo.com