Altria's Tobacco Volume Declines; Target Adjusts Strategy Amid Market Changes
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
- Altria's Volume Decline: Altria's cigarette volumes fell by 8.2% year-over-year in Q3 2025, with its flagship Marlboro brand experiencing an 11.7% drop, indicating a long-term decline in the tobacco industry that may undermine investor confidence.
- Increased Investment Risks: Despite a high dividend yield of 7.3%, Altria's significant losses from failed investments in vaping and marijuana, resulting in billions in shareholder losses, suggest that investors should approach its future profitability with caution.
- Target's Sales Decline: Target's same-store sales fell by 2.7% in Q3 2025, with overall sales down 1.5%, reflecting a mismatch between its upscale market positioning and tightening consumer budgets, which could impact its future market share.
- Management Adjustments to Tackle Challenges: Target has appointed a new CEO and shifted to a team-based strategy to better meet consumer needs, and while facing current challenges, its status as a
Analyst Views on TGT
Wall Street analysts forecast TGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TGT is 101.75 USD with a low forecast of 80.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
7 Buy
11 Hold
4 Sell
Hold
Current: 97.430
Low
80.00
Averages
101.75
High
130.00
Current: 97.430
Low
80.00
Averages
101.75
High
130.00
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.
