CLAIM #56016 · Target Corporation (TGT) · 2025Q4 earnings call · Mar 3, 2026 · due Jan 31, 2027
“we plan to expand this capability into many more markets this year.”
James Lee · CFO
How to check this claim
Look at: Number of markets enabled for next-day fulfillment (brown-box delivery)
It came true if: Company reports expansion of next-day delivery markets beyond the prior year's disclosed footprint
Where: Management commentary on earnings calls or investor materials (Target Q4/FY guidance updates)
In context
“es, whether we're talking about Drive Up, in-store pickup or rapid same-day delivery through Target Circle 360 are already wicked fast, and they're getting faster. And importantly, we know that our guests love these services because they receive some of the highest Net Promoter Scores of any service we provide. As a result, our same-day services generated more than $14 billion in sales last year, accounting for 2/3 of our total digital sales. I want to pause on that. 2/3 of our digital sales are in services that fulfill same day, and we're investing to make those services even faster and more efficient. For the other 1/3 of our digital sales, which are in the form of brown boxes delivered to your homes, most of our volume is in markets where we've already enabled next-day fulfillment, and we plan to expand this capability into many more markets this year. I wanted to lean into this point. We are already fast. We are cost competitive, and we're continuing to get more efficient, and we own all the core elements of our digital fulfillment. And as I mentioned in this meeting a year ago, when you look at all the elements of our digital ecosystem holistically, digital growth is healthy for our business and for our P&L overall. So when I take a step back from a strategic perspective, we have all the critical assets in place, and our plans are centered on investing in and better leveraging those assets in the years ahead. So let me close. As we've been working hard behind the scenes in the face of last year's challenging performance, I want to assure you of 2 things. One, we haven't stopped investing and have kept our balance sheet very healthy. A”
Verify independently
SEC filings for TGT ↗ · Claim quote is verbatim from the 2025Q4 earnings call.