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TARGET CORP

Target

Target serves as the nation's seventh-largest retailer, with its strategy predicated on delivering a gratifying in-store shopping experience and a wide product assortment of trendy apparel, home goods, and household essentials at competitive prices. Target's upscale and stylish image began to carry national merit in the 1990s—a decade in which the brand saw its top line grow threefold to almost $30 billion—and has since cemented itself as a leading US retailer.Today, Target operates over 1,900 stores in the United States, generates over $100 billion in sales, and fulfills over 2 billion customer orders annually. The firm's vast footprint is typically concentrated in urban and suburban markets as the firm seeks to attract a more affluent consumer base.

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Jubilado comparte sus 10 principales participaciones en dividendos para una jubilación cómoda

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Las acciones del S&amp;P 500 y Nasdaq caen mientras Nvidia y Tesla sufren pérdidas. Descubre qué está impulsando la volatilidad del mercado.

Acciones en rojo: Nvidia, Tesla y PayPal sufren fuertes caídas en medio de incertidumbre

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Wall Street anticipa ganancias de Target, AutoZone y Best Buy, mientras que las acciones de Dave y Ross Stores se mueven en preapertura.

Acciones en el foco este martes: Target (TGT), AutoZone (AZO), Dave (DAVE), Best Buy (BBY) y Ross Stores (ROST)

Target Corp

TARGETED MICRO SOL ORD by Targeted Microwave Solutions Inc.

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TG Therapeutics Inc

Treasury Secretary Scott Bessent has issued a fresh warning to the U.S.&#8217;s biggest trading partners, global markets, and economies on trade and tariffs.
What Happened: On Sunday, Bessent warned that U.S. tariffs could soon snap back to their &#8220;reciprocal&#8221; levels seen during &#8220;Liberation Day&#8221; if countries fail to strike trade agreements within the current 90-day window, while speaking at CNN&#8217;s State of the Union with Jake Tapper. 
&#8220;President Trump has put them on notice that if you do not negotiate in good faith, you will ratchet back up to your April 2 level,&#8221; Bessent said, referring to America&#8217;s 18 most important trading partners, which the administration is currently focused on.
See Also: <a href="https://www.benzinga.com/markets/equities/25/05/45486452/jim-cramer-recalls-2011s-6-7-market-decline-after-us-debt-downgrade-says-it-ultimately-meant-nothing-dan-niles-sees-limited-downside-amid-tariff-rollbacks-fomo">Jim Cramer Recalls 2011&#8217;s 6.7% Market Decline After US Debt Downgrade, Says It &#8216;Ultimately Meant Nothing:&#8217; Dan Niles Sees Limited Downside Amid Tariff Rollbacks, FOMO</a>
For smaller trading partners, Bessent said the administration may pursue regional agreements. &#8220;We will do a lot of regional deals,&#8221; he said. &#8220;This is the rate for Central America, this is the rate for this part of Africa.&#8221;
When asked about the impact of unpredictable tariff policy on American businesses, Bessent described the White House strategy as one of &#8220;strategic uncertainty,&#8221; adding that &#8220;If we were to give too much certainty to the other countries, then they would play us in the negotiations.&#8221;
Bessent also addressed criticism from companies like Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), which warned of rising consumer prices. &#8220;Walmart will be <a href="https://www.benzinga.com/markets/25/05/45484675/trumps-tariff-challenge-amid-rising-price-concerns-president-tells-walmart-to-eat-the-tariffs">absorbing some of the tariffs</a>,&#8221; he said, adding that &#8220;some may get passed on to consumers.&#8221;
Why It Matters: This comes amid tariffs pushing Walmart and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) toy suppliers to the <a href="https://benzinga.com/markets/25/05/45342977/trumps-tariffs-reportedly-push-walmart-and-target-toy-suppliers-to-the-brink-of-closure-if-nothing-changes-well-be-crippled">brink of closure</a> in recent weeks.
On Saturday, President Donald Trump <a href="https://www.benzinga.com/markets/25/05/45484675/trumps-tariff-challenge-amid-rising-price-concerns-president-tells-walmart-to-eat-the-tariffs">posted on Truth Social</a>, asking Walmart to &#8220;eat the tariffs,&#8221; in response to the company&#8217;s warnings of tariff-related price hikes.
Trump also said last week that tariff revenues could <a href="https://benzinga.com/25/05/45447473/trump-says-tariff-money-could-replace-the-income-tax-april-customs-collections-hit-record-15-4-billion-as-new-duties-take-effect">replace income taxes</a>, with April customs collections hitting $15.4 billion. 
However, several economists and policy experts, such as former Treasury Secretary Larry Summers, have claimed that it was Trump who <a href="https://www.benzinga.com/25/05/45365521/larry-summers-says-trump-blinked-on-china-tariffs-sometimes-its-good-to-blink-as-markets-breathe-a-sigh-of-relief">blinked on the tariffs</a>. 
&#8220;Whenever the commitment to the Liberation Day policies increases, markets go down. Whenever there's signs of backing off, markets go up,&#8221; Summers said, clearly highlighting that tariffs aren&#8217;t good for the markets.
Shutterstock/Maxim Elramsisy
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<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="One-on-one with Treasury Secretary Scott Bessent" width="500" height="281" src="https://www.youtube.com/embed/S4Xyn6UYFUo?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Government

Scott Bessent Signals Liberation Day 2.0 Coming If Countries Don't Sign Trade Deals: 'President Trump Has Put Them On Notice'

Telsey Advisory Group analyst Joseph Feldman reiterated the Outperform rating on Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), <a target="_blank" href="https://www.benzinga.com/quote/TGT/analyst-ratings" rel="noreferrer noopener">lowering the price forecast from $145 to $130</a>.
Target will report its first-quarter earnings on Wednesday, May 21. Analyst Feldman lowered first-quarter and full-year 2025 estimates for Target, citing weaker consumer spending, particularly in discretionary and general merchandise, along with rising costs tied to promotions, labor, tech investments, and potential tariff impacts.
While Placer.ai data showed declining traffic early in the quarter with some recovery later, likely from Easter timing and improved weather, Feldman noted that Target&#8217;s efforts in value offerings, loyalty programs, private label expansion, store upgrades, and brand partnerships (Apple Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>), Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)) could partially offset pressure.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45468713/pentair-to-rally-more-than-15-here-are-10-top-analyst-forecasts-for-friday" rel="noreferrer noopener">Pentair To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Friday</a>
Feldman now projects total sales to fall 0.9% to $24.3 billion, with comparable sales to decline 1.5%, down from the prior forecast of 1.0% and below the FactSet consensus of a 1.2% drop.
Feldman noted that Target sources roughly 50% of its cost of goods sold from within the U.S., while reducing its reliance on China from about 60% in 2017 to about 30% in 2024, with plans to bring that below 25% by 2026. Although the company hasn&#8217;t quantified the tariff impact, it plans to mitigate risks through sourcing diversification, vendor negotiations, and price increases while preserving balance sheet flexibility.
Reflecting softer consumer demand, a weaker product mix, and added cost pressures, especially tariffs, Feldman lowered his 2025 EPS estimate to $8.80 from $9.30 (vs. FactSet&#8217;s $8.62) and 2026 EPS to $9.55 from $10.14 (vs. FactSet&#8217;s $9.20).
Price Action: TGT shares are trading higher by 1.68% to $98.62 at last check on Friday.
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Image by bluestork via Shutterstock

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Analyst Lowers Target Q1 Forecast Amid Spending Slump, Rising Consumer Tariffs

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Needham raised Endava plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAVA#NYSE">DAVA</a>) price target from $13 to $17. Needham analyst John Todaro maintained a Buy rating. Endava shares closed at $13.73 on Thursday. See how other <a href="https://www.benzinga.com/quote/DAVA/analyst-ratings">analysts view this stock</a>.</li>
<li>Telsey Advisory Group cut the price target for Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) from $145 to $130. Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating. Target shares closed at $97.07 on Thursday. See how other analysts <a href="https://www.benzinga.com/quote/TGT/analyst-ratings">view this stock</a>.</li>
<li>HC Wainwright &amp; Co. cut BiomX Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHGE#NYSE">PHGE</a>) price target from $21 to $15. HC Wainwright &amp; Co. analyst Joseph Pantginis maintained a Buy rating. BiomX shares closed at $0.5637 on Thursday. See how other <a href="https://www.benzinga.com/quote/PHGE/analyst-ratings">analysts view this stock</a>.</li>
<li>Chardan Capital raised the price target for Rocket Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCKT#NASDAQ">RCKT</a>) from $45 to $46. Chardan Capital analyst Geulah Livshits maintained a Buy rating. Rocket Pharmaceuticals shares closed at $6.72 on Thursday. <a href="https://www.benzinga.com/quote/RCKT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan raised the price target for Pentair plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNR#NYSE">PNR</a>) from $90 to $113. JP Morgan analyst Stephen Tusa upgraded the stock from Neutral to Overweight. Pentair shares closed at $97.81 on Thursday. See how other <a href="https://www.benzinga.com/quote/PNR/analyst-ratings">analysts view this stock</a>.</li>
<li>Barclays raised Foot Locker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) price target from $14 to $24. Barclays analyst Adrienne Yih downgraded the stock from Overweight to Equal-Weight. Foot Locker shares settled at $23.90 on Thursday. <a href="https://www.benzinga.com/quote/FL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group slashed DICK&#8217;S Sporting Goods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) price target from $250 to $220. Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating. Dick&#8217;s Sporting shares closed at $179.05 on Thursday. <a href="https://www.benzinga.com/quote/DKS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham increased CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) price target from $55 to $78. Needham analyst Mike Cikos maintained a Buy rating. CoreWeave shares closed at $65.77 on Thursday.  <a href="https://www.benzinga.com/quote/CRWV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. cut the price target for Bicara Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCAX#NASDAQ">BCAX</a>) from $44 to $41. HC Wainwright &amp; Co. analyst Robert Burns maintained a Buy rating. Bicara Therapeutics shares settled at $14.47 on Thursday. <a href="https://www.benzinga.com/quote/BCAX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS raised Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) price target from $272 to $357. UBS analyst Steven Fisher upgraded the stock from Sell to Neutral. Caterpillar shares closed at $349.81 on Thursday. <a href="https://www.benzinga.com/quote/CAT/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying PNR stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="607" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16100229/image-199-1024x607.png" alt="" class="wp-image-917984" style="width:654px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16100229/image-199-1024x607.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16100229/image-199-300x178.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16100229/image-199-768x456.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16100229/image-199.png 1116w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Telsey Advisory Group analyst Joseph Feldman maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Outperform and lowers the price target from $145 to $130.

Telsey Advisory Group Maintains Outperform on Target, Lowers Price Target to $130

Citigroup analyst Paul Lejuez maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Neutral and raises the price target from $95 to $97.

Citigroup Maintains Neutral on Target, Raises Price Target to $97

A report on May 13, 2025 shows that Representative Kelly Morrison from Minnesota purchase stock in Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), valued between $34,006 and $160,000. According to the May filing, the transaction occurred on May 13, 2025.
At the time of writing, Broadcom shares are trading down 0.24% at $231.87.
<h3>What Representative Has Been Trading Recently</h3>
Over the past three years, Kelly Morrison executed 42 trades totaling over $1.06 million. The largest of these trades were in Target and Meta Platforms stock. Some of the key transactions the Rep. has executed recently include: 
<ul>
<li>Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>): $100,001 - $250,000 Sale</li>
<li>Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): $15,001 - $50,000 Purchase</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): $15,001 - $50,000 Purchase</li>
</ul>
Here is a list of Kelly Morrison's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>ResMed</td>
<td>RMD</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-28</td>
</tr>
<tr>
<td>Broadcom</td>
<td>AVGO</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Broadcom</td>
<td>AVGO</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
</tbody>
</table>
Want to keep up with Kelly Morrison and other congressional members' stock activities? Check out our <a href="https://www.benzinga.com/gov-trades/members/kelly-morrison">government trades tool</a> for real-time updates!
<h3>Why Congressional Transactions Matter</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Politics

Rep. Kelly Morrison Has Bought Up to $160K Worth Of Broadcom Stock: Here's What You Should Know

Despite a powerful 22% surge in the S&amp;P 500 since the April lows—driven by easing U.S.-China trade tensions and a 90-day pause on new tariffs—only half of the index&#8217;s stocks have managed to rise above their 200-day moving average, indicating a market rally <a href="https://www.benzinga.com/movers">that remains potentially incomplete.</a>
This technical indicator, often used to gauge long-term trends and market breadth, currently shows that just 49.9% of S&amp;P 500 components are in what traders would consider a bullish trend. 
That figure remains below both the five- and 10-year averages of 60%, suggesting a wide swath of the market has yet to participate in the rebound.
<h3 class="wp-block-heading">Breadth Gauge Shows Room To Run</h3>
Over the past four years, the percentage of stocks above their 200-day moving average has moved within a wide 10% to 92% range. The extreme lows—seen in June and September 2022 at just 10%—came during periods of heightened recession fears and monetary tightening. 
The recent cycle bottom occurred just last month, when the figure dipped to 15% following April's sharp, tariff-driven selloff.
The highest reading in the last four years came in May 2021, at 92%, during a time of peak post-pandemic optimism. More recently, a high of 82% was recorded in September 2024, following the start of Federal Reserve policy easing. 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-1024x529.png" alt="" class="wp-image-914932" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14083211/image-161-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h3 class="wp-block-heading">What Analysts Say About The Tariff Pause and Market Reaction</h3>
Analysts say that the 90-day tariff truce announced in April and this week&#8217;s truce between the U.S. and China helped revive risk appetite, but they remain cautious about its long-term effects.
In a note on Wednesday, Peter Oppenheimer, strategist at Goldman Sachs, said the outcome was "much better than we had expected," noting that the tariff levies of 30 percentage points by the U.S. and +5 points by China were significantly lower than prior worst-case estimates.
Oppenheimer also highlighted that the new U.S.-UK trade agreement contributes to a more constructive global growth outlook and has mitigated fears of long-term economic damage from the April drawdown.
He added that the market has begun to price out recession risks. 
"Certainly, recent news has been supportive for risk in three respects: it has shown the U.S. Administration to be pragmatic and keen to de-escalate&#8230; it suggests a lower likely outcome for the average effective tariff rate&#8230; and it has led to a number of growth upgrades," he said.
Rick Gardner, chief investment officer at RGA Investments, said markets are already "pricing in an environment where the U.S. and China are able to trade with each other," even if some economic weakness persists.
"Even if we see a continued economic slowdown, the stock market may have already priced that in during the April selloff," Gardner said.
<h3 class="wp-block-heading">S&amp;P 500&#8217;s Top 20 Laggards – Price vs. 200-Day Moving Average</h3>
More than 20 S&amp;P 500 stocks are still trading over 20% below their 200-day moving averages, highlighting substantial technical room for recovery among the index's biggest underperformers during the tariff-relief rally. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>% Below 200-Day Moving Average</th>
</tr>
</thead>
<tbody>
<tr>
<td>UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)</td>
<td>-42.20%</td>
</tr>
<tr>
<td>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>)</td>
<td>-41.52%</td>
</tr>
<tr>
<td>Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)</td>
<td>-30.14%</td>
</tr>
<tr>
<td>Alexandria Real Estate Equities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARE#NYSE">ARE</a>)</td>
<td>-29.88%</td>
</tr>
<tr>
<td>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>)</td>
<td>-28.40%</td>
</tr>
<tr>
<td>Albemarle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>)</td>
<td>-27.11%</td>
</tr>
<tr>
<td>IQVIA Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQV#NYSE">IQV</a>)</td>
<td>-26.14%</td>
</tr>
<tr>
<td>Bio-Techne Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TECH#NASDAQ">TECH</a>)</td>
<td>-24.95%</td>
</tr>
<tr>
<td>Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)</td>
<td>-24.89%</td>
</tr>
<tr>
<td>LyondellBasell Industries N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>-24.88%</td>
</tr>
<tr>
<td>Lennar Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)</td>
<td>-24.48%</td>
</tr>
<tr>
<td>Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>)</td>
<td>-24.35%</td>
</tr>
<tr>
<td>West Pharmaceutical Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>)</td>
<td>-24.06%</td>
</tr>
<tr>
<td>Biogen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>)</td>
<td>-23.67%</td>
</tr>
<tr>
<td>Merck &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>-23.18%</td>
</tr>
<tr>
<td>ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>)</td>
<td>-23.06%</td>
</tr>
<tr>
<td>Becton, Dickinson and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>)</td>
<td>-22.80%</td>
</tr>
<tr>
<td>Halliburton Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>)</td>
<td>-22.30%</td>
</tr>
<tr>
<td>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>)</td>
<td>-21.76%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data as of May 13, 2025</figcaption></figure>
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ENPH

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TECH

Only Half Of S&P 500 Stocks Joined The Tariff-Relief Rally: Time To Buy The Laggards?

&#8220;Shelves will be empty,&#8221; was the blunt warning delivered by the CEOs of Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), and Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) to U.S. President Donald Trump during a private Oval Office meeting in early April.
In response to mounting pressure from retailers and economic indicators, the U.S. and China reached an agreement on May 12, to reduce tariffs for a 90-day period. Under this deal, U.S. tariffs on Chinese goods will decrease from 145% to 30%, while China&#8217;s tariffs on American imports will drop from 125% to 10%.&nbsp;
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This temporary reprieve aims to alleviate immediate economic strains and provides a window for further negotiations toward a comprehensive trade agreement.
<h2 class="wp-block-heading">Tariff Tension Shakes Retailers And Rattles Wall Street</h2>
Trump&#8217;s sweeping tariff announcement on April 2, dubbed &#8220;Liberation Day,&#8221; slapped a 145% duty on Chinese goods to revive domestic manufacturing.&nbsp;
However, the move triggered an immediate backlash from the retail and financial markets. The Dow Jones Industrial Average plunged more than 1,600 points that day, one of the worst market drops since 2020.
Speaking privately at a JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) event later that week, Treasury Secretary Scott Bessent said, &#8220;Neither side thinks the status quo is sustainable,&#8221; referring to the escalating trade war with China according to a transcript obtained by the <a href="https://apnews.com/article/66668fa26957ece530a250fa8ea19faa">Associated Press,</a> which also quoted him calling the China talks &#8220;a slog.&#8221;&nbsp;
Trending: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.
Inside the Oval Office, the tone was even more urgent. According to sources cited by<a href="https://www.cbsnews.com/news/walmart-target-trump-tariff-supply-chains/"> CBS News</a>, the CEOs – Walmart's Doug McMillont, Target's Brian Cornell, and Ted Decker of Home Depot – emphasized that while prices were stable for now, that wouldn&#8217;t last.
&#8220;The big box CEOs flat out told him [Trump] the prices aren&#8217;t going up; they&#8217;re steady right now, but they will go up. And this wasn&#8217;t about food. But he was told that the shelves will be empty,&#8221; one administration official told<a href="https://www.axios.com/2025/04/23/trump-economy-tariffs-china-powell"> Axios</a>.&nbsp;
The outlet also reported that, according to another official briefed on the meeting, the executives said supply disruptions could become visible within two weeks if the tariffs remained in place.&nbsp;
Meanwhile, the broader U.S. economy was feeling the pressure. China&#8217;s factory activity contracted significantly in April, with the country&#8217;s official Purchasing Managers&#8217; Index falling to 49.0. This signaled a slowdown in global manufacturing as U.S. orders declined, according to the <a href="https://www.stats.gov.cn/english/PressRelease/202505/t20250507_1959690.html">official survey</a> by the China Federation of Logistics and Purchasing, published on May 7 .
On the home front, the U.S. economy shrank by 0.3% in the first quarter—the first contraction in three years.
Amid this uncertainty, Trump made headlines again when he said he had &#8220;no intention&#8221; of firing Federal Reserve Chair Jerome Powell, easing concerns over central bank independence. The reassurance helped markets rebound temporarily.
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Companies were also reacting to prolonged trade tensions. In 2024, Skechers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>)<a href="https://investors.skechers.com/press-releases/detail/665/skechers-agrees-to-be-acquired-by-3g-capital"> </a>&nbsp;reported $1,218.2 million in <a href="https://investors.skechers.com/financial-data/all-sec-filings/content/0000950170-25-015399/skx-ex99_1.htm">sales from China</a>—13.6% of its $8,969.4 million global revenue. The company, heavily reliant on <a href="https://investors.skechers.com/financial-data/all-sec-filings/content/0001193125-14-077061/d647920d10k.htm">Chinese imports</a>, faced rising U.S. tariffs that drove up costs and disrupted operations.&nbsp;
Skechers, alongside 75 other footwear companies including Nike and Adidas America, <a href="https://fdra.org/wp-content/uploads/2025/04/April-29-Footwear-POTUS-Letter.pdf">signed a letter</a> dated 29 April from the Footwear Distributors and Retailers of America urging President Trump to exempt shoes from reciprocal tariffs. Skechers also withdrew its full-year outlook via an April 24 <a href="https://investors.skechers.com/press-releases/detail/663/skechers-announces-first-quarter-2025-financial-results-and">press release</a>.&nbsp;
Soon after, it <a href="https://investors.skechers.com/press-releases/detail/665/skechers-agrees-to-be-acquired-by-3g-capital">announced </a>a $63-per-share cash acquisition by 3G Capital—a 30% premium—citing global brand momentum.
In response to the escalating pressure, Trump unveiled a 90-day tariff pause on April 9 for most U.S. trade partners—excluding China. This shift helped the S&amp;P 500 post its biggest one-day gain since 2008.
Still, market analysts urge caution. Sevens Report Research President Tom Essaye told<a href="https://www.marketwatch.com/story/why-the-stock-rally-may-be-in-trouble-after-the-white-house-backtracked-on-tariffs-147a4ca0"> MarketWatch</a> on May 5 that tariff reprieve may be temporary and that higher trade barriers will continue to weigh on economic growth.
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Walmart, Target, Home Depot CEOs Tell Trump Prices Will Rise — 'Shelves Will Be Empty' If Tariffs Persist

Piper Sandler analyst Peter Keith maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Neutral and lowers the price target from $124 to $105.

Piper Sandler Maintains Neutral on Target, Lowers Price Target to $105

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Canaccord Genuity analyst Richard Close downgraded DocGo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DCGO#NASDAQ">DCGO</a>) from Buy to Hold and lowered the price target from $5 to $1.45. DocGo shares closed at $1.40 on Friday. <a href="https://www.benzinga.com/quote/dcgo/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barrington Research analyst Michael Petusky downgraded the rating for ModivCare Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MODV#NASDAQ">MODV</a>) from Outperform to Market Perform. ModivCare shares closed at $1.17 on Friday. <a href="https://www.benzinga.com/quote/modv/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Ekaterina Knyazkova downgraded Amphastar Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMPH#NASDAQ">AMPH</a>) from Overweight to Neutral and cut the price target from $45 to $30. Amphastar Pharma shares closed at $24.11 on Friday. <a href="https://www.benzinga.com/quote/amph/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Bernstein analyst Zhihan Ma downgraded the rating for Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) from Market Perform to Underperform and lowered the price target from $97 to $82. Target shares closed at $96.40 on Friday. <a href="https://www.benzinga.com/quote/TGT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Stephen Laszczyk downgraded Warner Music Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WMG#NASDAQ">WMG</a>) from Buy to Neutral and slashed the price target from $35 to $28. Warner Music shares closed at $27.36 on Friday. <a href="https://www.benzinga.com/quote/WMG/analyst-ratings">See how other analysts view this stock.</a></li>
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Considering buying TGT stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="577" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12092527/image-126-1024x577.png" alt="" class="wp-image-911928" style="width:600px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12092527/image-126-1024x577.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12092527/image-126-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12092527/image-126-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12092527/image-126.png 1103w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Downgrades

AMPH

DCGO

MODV

This Target Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday

In the preceding three months, 24 analysts have released ratings for Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), presenting a wide array of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">15</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $124.79, a high estimate of $155.00, and a low estimate of $82.00. Observing a downward trend, the current average is 11.88% lower than the prior average price target of $141.61. 
<img src="https://www.benzinga.com/files/images/story/2025/1747054876_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Target. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Zhihan Ma</td>
<td>Bernstein</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$82.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Christopher Horvers</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$105.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$95.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Kate McShane</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$101.00</td>
<td>$142.00</td>
</tr>
<tr>
<td>David Belinger</td>
<td>Mizuho</td>
<td>Announces</td>
<td>Neutral</td>
<td>$92.00</td>
<td>-</td>
</tr>
<tr>
<td>Scot Ciccarelli</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$82.00</td>
<td>$124.00</td>
</tr>
<tr>
<td>Greg Melich</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$120.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Mark Astrachan</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$120.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Rupesh Parikh</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$150.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Edward Kelly</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$135.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Michael Lasser</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$155.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Robert Ohmes</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$145.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Scot Ciccarelli</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$124.00</td>
<td>$134.00</td>
</tr>
<tr>
<td>Kate McShane</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$142.00</td>
<td>$166.00</td>
</tr>
<tr>
<td>Bill Kirk</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$122.00</td>
<td>$131.00</td>
</tr>
<tr>
<td>Michael Baker</td>
<td>DA Davidson</td>
<td>Lowers</td>
<td>Buy</td>
<td>$140.00</td>
<td>$153.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$133.00</td>
</tr>
<tr>
<td>Peter Keith</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$124.00</td>
<td>$132.00</td>
</tr>
<tr>
<td>Mark Astrachan</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$130.00</td>
<td>$145.00</td>
</tr>
<tr>
<td>Greg Melich</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$130.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Christopher Horvers</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$146.00</td>
</tr>
<tr>
<td>Joseph Feldman</td>
<td>Telsey Advisory Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$145.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Corey Tarlowe</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Buy</td>
<td>$150.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Christopher Horvers</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$146.00</td>
<td>$139.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Target. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Target compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
To gain a panoramic view of Target's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/TGT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Target analyst ratings.</a>
<h2>Delving into Target's Background</h2>
Target serves as the nation's seventh-largest retailer, with its strategy predicated on delivering a gratifying in-store shopping experience and a wide product assortment of trendy apparel, home goods, and household essentials at competitive prices. Target's upscale and stylish image began to carry national merit in the 1990s—a decade in which the brand saw its top line grow threefold to almost $30 billion—and has since cemented itself as a leading US retailer.Today, Target operates over 1,900 stores in the United States, generates over $100 billion in sales, and fulfills over 2 billion customer orders annually. The firm's vast footprint is typically concentrated in urban and suburban markets as the firm seeks to attract a more affluent consumer base.
<h3>Target: Financial Performance Dissected</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Negative Revenue Trend: Examining Target's financials over 3M reveals challenges. As of 31 January, 2025, the company experienced a decline of approximately -3.15% in revenue growth, reflecting a decrease in top-line earnings. When compared to others in the Consumer Staples sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Target's net margin is impressive, surpassing industry averages. With a net margin of 3.57%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Target's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.57%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.9%, the company showcases effective utilization of assets.
Debt Management: Target's debt-to-equity ratio surpasses industry norms, standing at 1.36. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>How Are Analyst Ratings Determined?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Outlook: Target Through The Eyes Of 24 Analysts

Bernstein analyst Zhihan Ma downgrades Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) from Market Perform to Underperform and lowers the price target from $97 to $82.

Bernstein Downgrades Target to Underperform, Lowers Price Target to $82

The 145% tariff on Chinese imports, previously imposed by President Donald Trump, has reportedly put Walmart and Target supplier&#8217;s Huntar Company Inc.&#8217;s factory in China at risk of shutting down.
What Happened: The tariff, which was effective from April 9, has caused a significant decline in orders for toys from the Huntar factory in Guangdong Province, China. The factory, a supplier of educational toys for Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) and Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), has already reduced production by 60% to 70% and downsized a third of its 400 Chinese workers, reported Reuters. 
Huntar CEO Jason Cheung is now attempting to move his operations to Vietnam before the company&#8217;s funds are exhausted. The factory&#8217;s situation reflects the crisis faced by many factories in China, where approximately 80% of toys sold in the U.S. are manufactured.
The U.S.-China trade war poses risks to the sector in both countries, and Huntar, though based in the U.S., is uniquely impacted due to its operations in both markets.
Fearing factory shutdowns and unable to replace U.S. demand for key exports like toys and textiles, China returned to trade talks in Geneva, sources told Reuters. 
 Rick Woldenberg, CEO of toy company Learning Resources, stated &#8220;If nothing changes, we&#8217;ll be crippled.&#8221;
SEE ALSO: <a href="https://benzinga.com/news/25/05/45338281/trump-has-a-proven-track-record-of-being-an-absolute-failure-says-gov-tim-walz-we-dont-need-to-run-governmen" target="_blank" rel="noreferrer noopener">Trump Has A &#8216;Proven Track Record Of Being An Absolute Failure,&#8217; Says Gov. Tim Walz—&#8217;We Don&#8217;t Need To Run Government Like A Business&#8217;</a>
Why It Matters: Trump&#8217;s tariffs were designed to encourage companies to move manufacturing back to the U.S. However, Huntar&#8217;s situation illustrates why this is unlikely. Key obstacles include the shortage of facilities and skilled toy-making workers in other countries, the high cost and complexity of relocating heavy equipment, and limited time to address these challenges before funding runs out.
An April survey by the Toy Association found that over 45% of small and mid-sized U.S. toy companies believe China tariffs could force them out of business within weeks or months.
Major U.S. retailers, including Walmart and Target, have reportedly asked Chinese suppliers to <a href="https://www.benzinga.com/markets/equities/25/04/45037102/walmart-home-depot-target-push-chinese-suppliers-to-resume-shipments-agree-to-absorb-tariffs-report">resume shipments</a>, with tariffs to be absorbed by the American retailers. However, the impact of the tariffs is already being felt by toy companies. Mattel Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>) announced plans to raise prices ahead of Christmas <a href="https://www.benzinga.com/trading-ideas/25/05/45227056/trumps-tariffs-hit-mattels-barbies-will-americans-pay-a-couple-of-bucks-more-as-president-predicts">due to the </a>tariffs.
On May 12, the U.S. and China agreed to a<a href="https://www.benzinga.com/markets/equities/25/05/45341884/apple-amazon-nvidia-rise-in-monday-premarket-as-us-china-agree-to-90-day-tariff-truce-neither-side-wants-a-decoupling"> temporary reduction</a> in most tariffs, marking a significant easing of trade tensions. However, the overall tariff level on China remains at 30%.
Over the past month, Walmart stock gained 2.10%, while Target Corporations rose 1.85%. 
<ul class="wp-block-list">
<li>READ MORE: <a href="https://benzinga.com/markets/cryptocurrency/25/05/45192498/bitcoins-key-level-is-96500-analyst-warns-but-heres-what-could-trigger-a-breakdown" target="_blank" rel="noreferrer noopener">Bitcoin&#8217;s Key Level Is $96,500, Analyst Warns, But Here&#8217;s What Could Trigger A Breakdown &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump's Tariffs Reportedly Push Walmart And Target Toy Suppliers To The Brink Of Closure: 'If Nothing Changes, We'll Be Crippled'

JP Morgan analyst Christopher Horvers maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Neutral and lowers the price target from $140 to $105.

JP Morgan Maintains Neutral on Target, Lowers Price Target to $105

Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) stock has slumped 29% so far this year, extending declines after falling in each of the last three years. The seventh biggest US retailer has seen a whopping two-thirds of its market value eroded since peaking just above $129 billion in mid-2021. Fast forward to 2025, and its market capitalization is just about $44 billion.
Target&#8217;s steep and extended declines in the stock market potentially serves as a <a href="https://www.benzinga.com/etfs">warning for ETF investors</a> who still think highly of big-box retail.
What Does This Mean For ETFs?
<ul class="wp-block-list">
<li>Retail ETFs: Risk In The Aisles</li>
</ul>
For funds invested in Target such as the VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>), the retailer&#8217;s poor market performance has been a drag. A once-safe bet on middle-class spending, Target now embodies the agony of inflation-weary shoppers and the boundaries of retail automatization.
<ol class="wp-block-list">
<li></li>
</ol>
With peers such as Macy&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) also hinting at strain, these ETFs are as much at the mercy of changing U.S. consumer risks as ever.
<ul class="wp-block-list">
<li>Dividend ETFs: Is The Yield Worth The Risk?</li>
</ul>
Target continues to boast a 4.66% dividend yield, underpinned by a history of <a href="https://www.benzinga.com/quote/TGT/dividends">annual dividend increases</a>. That&#8217;s left it securely in the portfolio of VictoryShares Dividend Accelerator ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSDA#NASDAQ">VSDA</a>).
<ol start="2" class="wp-block-list">
<li></li>
</ol>
But be warned: Target&#8217;s dividend record may be strong, but without earnings growth or investor confidence, that won&#8217;t redeem the stock&#8217;s weakness.
What&#8217;s Happening With TGT?
<ol start="3" class="wp-block-list">
<li></li>
</ol>
In early 2025, when Target announced a rollback of its Diversity, Equity, and Inclusion (DEI) initiatives, it sparked criticism and a 40-day boycott by consumers. That pushed Target&#8217;s stock down further till it lost about $12.4 billion in market value by February.
Then came the class-action lawsuit following the backlash, which accused Target of misleading investors about the risks of changing its DEI policies. 
It didn&#8217;t end there. That was followed by uncertainty over Target&#8217;s policy on self-checkout lanes. Media reports this week hinted that Target is limiting self-checkout to thwart shoplifting. But the company says it&#8217;s merely enforcing a 10-items-or-fewer rule—a policy it rolled out quietly in March 2024, not last weekend. But the confusion adds to the image of a company grappling to fill gaps while navigating turbulent macro seas.
Now, with customer worries about theft, &#8220;shrink,&#8221; and subpar customer experience, the sheen of tech-savvy retail is fading. A reminder that automation, poorly executed, can shrink more than products—it can lose consumer trust.
And now, amid fears that <a href="https://www.benzinga.com/news/global/25/04/45017240/covid-like-shortages-empty-shelves-expected-thanks-to-trump-tariffs-experts-say">U.S. tariffs on international trade will lead to empty shop shelves</a>, Target appears to be restocking investor anxiety more than customer baskets.
Adding more intrigue, Senator Shelley Moore Capito recently <a href="https://www.benzinga.com/insights/government/25/05/45290762/a-congress-member-sold-up-to-30k-in-target-stock-heres-what-you-need-to-know">sold TGT shares on May 7</a>, as reported under the STOCK Act. The range of value sold was $2,002 to $30,000. Although one congressional trade isn&#8217;t gospel, investors may consider this a subtle red flag.
Final Receipt
Target&#8217;s <a href="https://stockanalysis.com/stocks/tgt/market-cap/?utm_source=chatgpt.com">valuation </a>crash isn&#8217;t merely a corporate fall from favor—it might just be a flashing yellow warning light for ETF investors. If you&#8217;re in it for the dividends, sector exposure, or thematic play on retail disruption, it&#8217;s time to rethink what TGT does for your portfolio. As of today, this Target may be more of a moving one.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/05/45319298/smart-hedged-and-contrarian-invescos-new-etfs-tackle-growth-risk-value-gaps">Smart, Hedged And Contrarian: Invesco&#8217;s New ETFs Tackle Growth, Risk, Value Gaps</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

Merrill Lynch Retail HOLDRS Trust due 12/31/41

VSDA

Target's Self-Checkout Flip-Flop Isn't Helping After A 66% Value Crash: Are Retail ETFs Ringing Up The Real Risk?

An official report on May 7, 2025 reveals Senator Shelley M Capito's recent sale of Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) stock, valued between $2,002 and $30,000. The transaction took place on May 7, 2025, as per the May filing.
At this time, Target shares are trading up 1.2% at $96.64.
<h3>Senator's Recent Trading Activity</h3>
In the past three years, Shelley M Capito made 122 stock trades totaling more than $206 thousand. The largest trades involved stocks like Intel and Duke Energy. Their most notable trades made recently include key transactions: 
<ul>
<li>Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): $1,001 - $15,000 Purchase</li>
<li>Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>): $1,001 - $15,000 Sale</li>
<li>Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>): $1,001 - $15,000 Sale</li>
</ul>
Here's a summary of Shelley M Capito's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Alphabet</td>
<td>GOOGL</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-29</td>
</tr>
<tr>
<td>Target</td>
<td>TGT</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Nike</td>
<td>NKE</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-10</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-26</td>
</tr>
<tr>
<td>Constellation Energy</td>
<td>CEG</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-26</td>
</tr>
</tbody>
</table>
Stay informed on Shelley M Capito's trades and other members of Congress with our real-time <a href="https://www.benzinga.com/gov-trades/members/shelley-m-capito">government trades tracking tool</a>!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GOOGL

A Congress Member Sold Up To $30K In Target Stock: Here's What You Need To Know

Benzinga's options scanner has just identified more than 14 option transactions on Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), with a cumulative value of $509,899. Concurrently, our algorithms picked up 8 puts, worth a total of 380,615.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $70.0 to $130.0 for Target over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Target stands at 1112.0, with a total volume reaching 1,148.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Target, situated within the strike price corridor from $70.0 to $130.0, throughout the last 30 days.
<h3>Target Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746644692_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TGT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$23.4</td>
<td>$22.85</td>
<td>$23.01</td>
<td>$110.00</td>
<td>$161.0K</td>
<td>304</td>
<td align="right">70</td>
</tr>
<tr>
<td>TGT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/13/25</td>
<td>$5.9</td>
<td>$5.8</td>
<td>$5.8</td>
<td>$96.00</td>
<td>$52.2K</td>
<td>90</td>
<td align="right">91</td>
</tr>
<tr>
<td>TGT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$2.97</td>
<td>$2.94</td>
<td>$2.97</td>
<td>$120.00</td>
<td>$40.6K</td>
<td>4.1K</td>
<td align="right">247</td>
</tr>
<tr>
<td>TGT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$8.0</td>
<td>$7.95</td>
<td>$7.95</td>
<td>$95.00</td>
<td>$39.7K</td>
<td>1.7K</td>
<td align="right">54</td>
</tr>
<tr>
<td>TGT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.75</td>
<td>$15.45</td>
<td>$15.65</td>
<td>$90.00</td>
<td>$39.1K</td>
<td>1.0K</td>
<td align="right">25</td>
</tr>
</tbody>
</table>

<h3>About Target</h3>
Target serves as the nation's seventh-largest retailer, with its strategy predicated on delivering a gratifying in-store shopping experience and a wide product assortment of trendy apparel, home goods, and household essentials at competitive prices. Target's upscale and stylish image began to carry national merit in the 1990s—a decade in which the brand saw its top line grow threefold to almost $30 billion—and has since cemented itself as a leading US retailer.Today, Target operates over 1,900 stores in the United States, generates over $100 billion in sales, and fulfills over 2 billion customer orders annually. The firm's vast footprint is typically concentrated in urban and suburban markets as the firm seeks to attract a more affluent consumer base.
Following our analysis of the options activities associated with Target, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Target</h3>
<ul>
<li>Currently trading with a volume of 2,913,454, the TGT's price is up by 2.0%, now at $95.53. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 14 days.</li>
</ul>
<h3>What The Experts Say On Target</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $92.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from Mizuho downgraded its rating to Neutral, setting a price target of $92. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Neutral rating on Target with a target price of $95. 
&#x2A; Maintaining their stance, an analyst from Truist Securities continues to hold a Hold rating for Target, targeting a price of $82. 
&#x2A; An analyst from Goldman Sachs has revised its rating downward to Neutral, adjusting the price target to $101. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Target options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Target Unusual Options Activity

Following President Donald Trump&#8216;s dismissal of two federal labor board members, Federal Reserve Chair Jerome Powell is closely monitoring the situation, given its possible impact on his job security.
What Happened: The U.S. Supreme Court is set to rule on President Trump's attempt to fire two federal labor board members—Cathy Harris and Gwynne Wilcox—despite legal protections for their roles and it could set a precedent for the President&#8217;s authority over independent federal agencies, reported Reuters. 
Both Harris and Wilcox, appointed by former President Joe Biden, had years remaining in their terms when they were dismissed.
The case challenges whether congressional safeguards limiting presidential firings infringe on constitutional executive powers.
The removal of Harris and Wilcox, part of a broader government overhaul, has sparked legal challenges. Two federal judges blocked the dismissals, citing a 1935 Supreme Court precedent. The upcoming Supreme Court decision could clarify whether Trump has the authority to fire Federal Reserve officials.
Legal experts opine that if the Supreme Court strikes down removal protections for the two labor boards, it might carve out an exception to maintain the Federal Reserve&#8217;s independence. A ruling could be issued at any time.
SEE ALSO: <a href="https://benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Warns Of &#8216;Serious Disadvantage&#8217; As China&#8217;s Data-Center Blitz Could Let DeepSeek Leapfrog US AI Labs</a>
Why It Matters: This situation comes amid a tense relationship between Trump and Powell. Trump, during his 100-day rally in Michigan, <a href="https://www.benzinga.com/news/25/04/45093252/trump-says-he-knows-much-more-than-fed-chair-jerome-powell-about-interest-rates">renewed attacks</a> on Powell and claimed to have superior knowledge about interest rates than the Fed Chair.
Previously,&nbsp;Trump backed off from <a href="https://www.benzinga.com/government/regulations/25/04/44977395/trump-backs-off-firing-powell-after-walmart-target-ceos-warn-him-of-empty-store-shelves">firing Powell</a> after warnings from the CEOs of Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) and Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) about potential financial chaos.
 Meanwhile, Economist Peter Schiff predicted that Trump would <a href="https://www.benzinga.com/news/25/04/45027556/after-powell-trumps-fed-nominee-will-be-a-loyal-soldier-says-peter-schiff-willing-to-sacrifice-the-dollar-create-inflation-as-needed">likely nominate</a> a highly dovish replacement for Powell, one willing to &#8220;sacrifice the dollar and create as much inflation as needed&#8221; to keep interest rates low. Notably, Powell has remained <a href="https://www.benzinga.com/markets/25/04/44943304/feds-jerome-powell-isnt-budging-on-rate-cut-despite-trumps-bashing-and-pressure-heres-why">steadfast </a>in his stance on interest rates, despite Trump&#8217;s criticism.&nbsp;
<ul>
<li>READ MORE: <a href="https://benzinga.com/markets/cryptocurrency/25/04/45095315/bitcoin-ethereum-xrp-dogecoin-turn-green-ahead-of-wednesdays-inflation-data" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, XRP, Dogecoin Await Inflation, GDP Data &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Supreme Court's Upcoming Ruling On Trump's Dismissals To Decide Fate Of Fed Chair Powell's Job: Report

Analyst Ray Wang posted that major U.S. retailers, including Walmart and Target, have reportedly asked&nbsp;Chinese suppliers to resume shipments, with tariffs to be absorbed by the American retailers.
What Happened: On Saturday, Wang posted on X that several Chinese exporters at the ongoing China Import and Export Fair (Canton Fair) revealed that U.S. retail companies, including Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Home Depot Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), and Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), have instructed Chinese suppliers to restart shipments that had been halted due to the recent tariff war. 
However, the cost of the tariffs would be borne by the retailers. The decision by these U.S. retailers came after a meeting with President Donald Trump at the White House, as per the report in Hong Kong&#8217;s Ming Pao.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">REPORT: Walmart and Other U.S. Retailers Reportedly Notify Chinese Suppliers to Resume Shipments But Tariffs Cost Will be on U.S. Firms. Several Chinese exporters said that major U.S. retailers, including Walmart, have informed some Chinese suppliers to resume shipments after…
&mdash; Ray Wang (@rwang07) <a href="https://twitter.com/rwang07/status/1916177259632988233?ref_src=twsrc%5Etfw">April 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Exporters mentioned by the Ming Pao report that some orders are resuming, while others have been canceled. Due to high tariffs, US retailers like Walmart must either cancel orders for Chinese products or pass the tariff costs onto American consumers, reported Global Times.
SEE ALSO:&nbsp;<a href="https://benzinga.com/25/04/45003790/mark-cuban-slams-amazon-for-ripping-off-american-sellers-as-tariffs-are-predicted-to-boost-ecommerce-brands-profi" target="_blank" rel="noreferrer noopener">Mark Cuban Slams Amazon For &#8216;Ripping Off American Sellers&#8217; As Trump Tariffs Are Predicted To Boost Ecommerce Brands&#8217; Profits</a>
Why It Matters:&nbsp;This development follows a&nbsp;<a href="https://www.benzinga.com/25/04/44920573/ceos-of-walmart-target-home-depot-meet-trump-to-push-back-on-tariffs-impacting-consumer-prices">meeting</a>&nbsp;between President Trump and the CEOs of Walmart, Home Depot, and Target. The meeting focused on the potential impact of Trump&#8217;s extensive tariff plans on the import-centric business models of these retail giants.
Furthermore, the ongoing U.S.-China trade war has been causing <a href="https://www.benzinga.com/markets/25/04/45008049/shoes-toys-apparel-and-earbuds-may-disappear-from-shelves-first-as-us-china-trade-war-disrupts-supply-chains-retail-experts-warn">potential shortages</a> in key consumer product areas, pushing the national supply chain towards a critical point. The sudden implementation of tariffs left companies with little time to adjust their sourcing strategies.
With the resumption of shipments from Chinese suppliers, these retailers seem to be taking measures to mitigate the impact of the tariff battle on their operations and on American consumers.
Over the past month, Walmart surged 11.7%, while Target declined 6.8%. Meanwhile, Home Depot edged 0.16% lower during the period, as per <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>. 
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/general/sports/25/04/45027895/why-shaq-wont-share-his-500-million-fortune-with-his-kids-we-aint-rich-im-rich-im-not-going-to-hand-it-to-you-you-gotta-earn-it" target="_blank" rel="noreferrer noopener">Why Shaq Won't Share His $500 Million Fortune With His Kids: ‘We Ain't Rich. I'm Rich. I'm Not Going to Hand It to You, You Gotta Earn It&#8217; &#8211; Benzinga</a></li>
</ul>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Walmart, Home Depot, Target Push Chinese Suppliers To Resume Shipments, Agree To Absorb Tariffs: Report

President Donald Trump's steep tariffs on Chinese imports could lead to empty store shelves and shortages for consumers in the coming <a href="https://www.benzinga.com/markets/25/04/45008049/shoes-toys-apparel-and-earbuds-may-disappear-from-shelves-first-as-us-china-trade-war-disrupts-supply-chains-retail-experts-warn">weeks, experts warn.&nbsp;</a>
What To Know: The currently steep tariffs on imports and uncertainty around future trade policy has led to U.S. retailers such as Walmart, Inc. (NYSE WMT) and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) canceling shipments from China and halting new orders. 
In fact, data from Port Optimizer shows a projected 30% drop in the number of <a href="https://volumes.portoptimizer.com/">freight ships</a> arriving at the Port of Los Angeles for the week ending May 10 compared to last year. The sudden drop in imports is creating concerns about whether shelves will be adequately stocked in the coming months.&nbsp;
Read Next: <a href="https://www.benzinga.com/25/04/45012792/trump-administration-to-resume-collections-on-student-loans-5-million-borrowers-in-default?utm_source=articleShare">Trump Administration To Resume Collections On Student Loans: 5 Million Borrowers In Default&nbsp;</a>
"These prohibitively high new tariff rates operate as an import ban," Steve Lamar, president of the American Apparel and Footwear Association,<a href="https://www.nbcnews.com/politics/economics/product-shortages-empty-store-shelves-loom-falling-shipments-china-rcna202812"> told</a> NBC News.&nbsp;
"They will translate soon into product shortages as orders are canceled or goods are held in warehouses until a trade deal can be worked out," Lamar said.
Dr. Torsten Slok, chief economist for Apollo Global, also pointed to the cargo container data as a signal of shortages ahead.&nbsp;
"Daily data for container traffic from China to the U.S. is collapsing … The consequence will be empty shelves in U.S. stores in a few weeks and COVID-like shortages for consumers and for firms using Chinese products as intermediate goods," Slok said. 
The economist also warned that layoffs in the trucking, logistics and retail industries will begin in May.&nbsp;
"With 9 million people working in trucking-related jobs and 16 million people working in the retail sector, the downside risks to the economy are significant," Slok added.&nbsp;
The extent and duration of product shortages and other economic effects will depend on how long Trump's tariffs remain at current levels and how quickly businesses can adapt their sourcing and logistics strategies.&nbsp;
Read Next:&nbsp;
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Photo: Shutterstock

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'COVID-Like' Shortages, Empty Shelves Expected Thanks To Trump Tariffs, Experts Say

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