Thorne Brand Experiences Rapid Growth Driven by Gen Z
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 02 2026
0mins
Should l Buy TGT?
Source: CNBC
- Revenue Expectations: Thorne is projected to reach $650 million in annual revenue for 2023, driven by the health-conscious focus of Gen Z and millennial consumers, indicating strong appeal in the younger market segment.
- Consumer Growth: The number of direct consumers has surged from 4 million at the end of 2023 to 7 million, fueling a 63% increase in direct sales, demonstrating the brand's expanding influence among younger shoppers.
- Market Trends: The U.S. vitamins and supplements market is expected to reach $125 billion by 2025, with an 11% growth projected by 2027, reflecting a shift towards proactive health management and demand for personalized products among younger consumers.
- Subscription Model: Thorne attracts consumers to subscribe by offering free shipping and a 10% discount on each refill, with about 50% of shoppers under 40 opting for subscriptions despite some hesitation, showcasing the brand's competitive edge in pricing and service.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TGT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TGT
Wall Street analysts forecast TGT stock price to fall
26 Analyst Rating
8 Buy
14 Hold
4 Sell
Hold
Current: 127.840
Low
80.00
Averages
98.83
High
126.00
Current: 127.840
Low
80.00
Averages
98.83
High
126.00
About TGT
Target Corporation is a general merchandise retailer selling products to its guests through its stores and digital channels. The Company offers customers, referred to as guests, everyday essentials and fashionable, differentiated merchandise at discounted prices. The majority of its stores offer a wide assortment of general merchandise and food. Its merchandise categories include apparel and accessories, beauty and household essentials, food and beverage, hardlines, and home furnishings and decor. Most of its stores are larger than 170,000 square feet, offer a variety of general merchandise and a full line of food items comparable to traditional supermarkets. Its digital channels include a wide merchandise and food assortment, including many items found in its stores, along with a complementary assortment sold by the Company and third parties. Its brands include A New Day, Ava & Viv, Cloud Island, Favorite Day, and others. It serves guests at nearly 2,000 stores and at Target.com.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Community Investment: Target plans to complete 13 Bullseye Builds in 2026, backed by a $1 million investment aimed at leveraging volunteerism and design expertise to meet local community needs, thereby enhancing the company's connection and brand image within the community.
- Launch Cities: The first projects will kick off in May in Denver and Las Vegas, where Target will collaborate with local schools and nonprofits to upgrade student wellness rooms and address food insecurity, directly responding to urgent community needs.
- Volunteer Engagement: Each project will involve over 100 Target team member volunteers, reflecting the company's commitment as demonstrated by the 1 million volunteer hours contributed by team members in 2025, showcasing Target's long-standing dedication to community impact.
- Ongoing Impact: Since its launch in 2024, Bullseye Builds has contributed to 25 community spaces nationwide, with upcoming projects continuing to focus on creating visually appealing and functional spaces that cater to diverse community needs.
See More
- Tariff Refund Portal Launch: The U.S. Customs and Border Protection launched a tariff refund claims portal on Monday, expected to facilitate over $160 billion in refunds for importers, including Walmart, although analysts express skepticism about the speed of these refunds.
- Massive Refund Estimates: According to Citi's analysis, Walmart is projected to receive $10.2 billion, Target $2.2 billion, and Nike $1 billion in refunds, highlighting the significant financial impact on major retailers from the tariff refund process.
- Legal Vulnerability Concerns: Trade lawyers warn that while refunds could enhance company financials, the potential for lawsuits arises as many companies passed on tariff costs to consumers, increasing compliance risks and complicating the refund process.
- Uncertainty in Future Tariff Policies: Treasury Secretary indicated the possibility of reinstating tariffs through Section 301, raising concerns among importers about future tariff implications, especially as the current refund process remains uncertain and could affect market dynamics.
See More
- Community Build Program: Target Corporation will complete 13 Bullseye Builds in 2026 with a $1 million investment, aiming to meet local needs through volunteerism and partnerships with nonprofits, thereby strengthening the company's ties to the community.
- Volunteer Engagement: Each project is expected to involve over 100 Target team members, showcasing the company's long-standing commitment to community service, as evidenced by the 1 million volunteer hours contributed by team members in 2025, further solidifying Target's impact in the communities it serves.
- Implementation Cities: The 2026 Bullseye Builds will take place in Denver and Las Vegas, partnering with local schools and food insecurity organizations to enhance student wellness rooms and shopping areas, reflecting Target's keen insight into community needs.
- Design and Style Updates: All projects will feature style-forward updates, such as murals and new furniture, aimed at creating visually appealing and functional public spaces, further enhancing Target's brand image and market position within the community.
See More
- Membership Growth Driver: During strong economic times, Costco's treasure hunt model has attracted more members, with analysts noting that the company continues to deliver compelling value and novelty, thereby enhancing customer shopping consolidation.
- Market Share Increase: Data shows that Costco's market share rose from 7% in the 2020-2021 period to 8.4% in 2024-2025, making it the only retailer in the top 20 to achieve market share growth each year, demonstrating its robust performance in a competitive market.
- Price Competitive Advantage: Costco's grocery prices are 21.4% lower than Walmart's, and it maintains a low-price strategy compared to other major retailers, further solidifying its position as a pricing authority in consumers' minds.
- Commitment to Ongoing Investment: Costco's CEO stated that the company will continue to invest in business expansion while keeping prices low, expecting to achieve good returns through increased member traffic and sales, thereby enhancing its market competitiveness.
See More
- Market Position Shift: Target, once known for its unique style and affordability, has seen its market position weaken due to inflation and intensified competition, necessitating a restoration of consumer trust.
- Exclusive Collaboration Launch: To celebrate Pokémon's 30th anniversary, Target is launching over 100 exclusive items, including apparel, accessories, and home goods, aiming to attract consumers through unique partnerships.
- Consumer Input in Design: The collection's design incorporates feedback from Pokémon fans, ensuring that the products not only hold commercial value but also authentically reflect fan interests, thereby enhancing brand loyalty.
- Revitalizing Shopping Experience: The Pokémon collection launch is not just about boosting sales but also about reclaiming Target's brand identity, reminding consumers of the joy of shopping, although a single product launch may not suffice to address its core issues.
See More
- GM Options Activity: General Motors (GM) options volume reached 31,471 contracts today, representing approximately 3.1 million shares, which is 44.2% of GM's average daily trading volume, indicating heightened market interest in its future performance.
- High Strike Contracts: Among GM options, the $90 strike call option expiring on June 18, 2026, saw 10,050 contracts traded, equating to about 1.0 million shares, suggesting increased investor expectations for GM's stock price appreciation.
- Walmart Options Activity: Walmart (WMT) options volume totaled 81,741 contracts today, representing approximately 8.2 million shares, which is 43.6% of WMT's average daily trading volume, reflecting a positive sentiment among investors regarding its market performance.
- Key Contract Analysis: For WMT, the $126 strike call option expiring on April 17, 2026, recorded a trading volume of 21,921 contracts, approximately 2.2 million shares, indicating strong market confidence in Walmart's future stock price increase.
See More











