Target Corp (TGT)

Temporary turbulence has resulted in opportunity for patient, bargain-hunting investors.

Only about 50% of S&P 500 stocks trade above their 200-day average, signaling narrow breadth even as the index rallies 22% since April.

The company had a weak first quarter, dampened by poor weather, weak consumer sentiment, and diversity, equity, and inclusion (DEI)- related strikes.

Stocks are soaring today on the hope that the trade tensions between the U.S. and China are behind us.

The 145% tariff on Chinese imports, imposed by President Donald Trump, has put Walmart and Target supplier's Huntar Company Inc.'s factory in China at risk of shutting down.

Differing core customers as well as dramatically different sales mixes make these two very different stocks.

These household names and index components are yielding better than 4.5% with compelling valuations.

Target's market value has plummeted from $129 billion in 2021 to $44 billion in 2025, a warning for ETF investors. Retail and dividend ETFs are at risk, with consumer attitudes, policy changes, and tariffs affecting Target's performance. Senator Shelley Moore Capito recently sold TGT shares.

A P/E multiple of just 11x is cheap for this big box retailer.

Following President Donald Trump's dismissal of two federal labor board members, Federal Reserve Chair Jerome Powell is closely monitoring the situation, given its possible impact on his own job security.

Kroger is a best-of-breed supermarket operator that has margin expansion during high inflation and a revenue jump during recessions as consumer eat more at home

Analyst Ray Wang reports that major U.S. retailers, including Walmart and Target, have asked Chinese suppliers to resume shipments, with tariffs to be absorbed by the American retailers.

The retail industry is juggling shifting consumer behaviors, stiff competition, and evolving tariff policies that are expected to influence the sector’s trajectory. Yet, here are 4 stocks in the space to keep an eye on despite the challenges.