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After -24.5% in 2025, it rebounded +72.9% in 2026. The stock (+72.9%) is ahead of both its demand side (avg +24.7%) and supply side (avg +22.2%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Starbucks Corp (+26.3%) and the furthest behind is Apple (+18%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. 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Shipt는 현재 타깃의 완전자회사로 운영된다.","note_en":"Target acquired Shipt in December 2017 for approximately $550 million to accelerate same-day delivery. Shipt operates as a wholly owned Target subsidiary.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2019-03-13","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741919000006/tgt-20190202x10k.htm","title":"Target Corporation 2018 Form 10-K","title_en":"Target Corporation 2018 Form 10-K","excerpt":"공시는 타깃이 2017년 12월 Shipt를 약 5억5,000만달러에 인수했다고 확인한다.","excerpt_en":"acquired Shipt, Inc. for approximately $550 million"},{"stance":"confirms","publisher":"Target Corporation","publisher_en":"Target Corporation","kind":"ir","lang":"en","published_at":"2017-12-13","url":"https://corporate.target.com/news-features/article/2017/12/target-acquires-shipt","title":"Here’s How Acquiring Shipt Will Bring Same-Day Delivery to About Half of Target Stores in Early 2018","title_en":"Here’s How Acquiring Shipt Will Bring Same-Day Delivery to About Half of Target Stores in Early 2018","excerpt":"타깃은 당일배송을 빠르게 확대하기 위해 Shipt를 5억5,000만달러에 인수한다고 발표했다.","excerpt_en":"Target just announced it will acquire Shipt for $550 million."}]},{"direction":"revenue","counterparty":"TD Bank Group","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-11","basis":"Target Circle 카드 프로그램 신용카드 이익배분 수익","value":522000000,"period":"FY2025","basis_en":"Credit-card profit-sharing revenue from the Target Circle card program","qualifier":null},"note":"TD Bank Group은 Target Circle 신용카드 채권을 인수·보유하고 타깃에 이익의 일정 비율을 지급한다. 타깃은 계정 서비스와 주요 마케팅 기능을 맡는다.","note_en":"TD Bank Group owns and funds the Target Circle credit-card receivables and pays Target a share of the program's profits. Target performs account-servicing and primary marketing functions.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 TD Bank Group과의 카드 프로그램에서 2025 회계연도 이익배분 수익 5억2,200만달러를 인식했다고 밝힌다.","excerpt_en":"Credit card profit sharing"}]},{"direction":"revenue","counterparty":"Target Circle 360 회원","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD/year","as_of":"2024-03-06","basis":"Target Circle 360 표준 연회비","value":99,"period":"2024 launch terms","basis_en":"Standard annual Target Circle 360 membership fee","qualifier":null},"note":"회원이 연회비를 내면 일정 금액 이상 주문에 당일 배송과 무료 배송 혜택을 받는다. 2026년 10-K는 이 유료 멤버십 수익이 기타 매출에 포함된다고 확인한다.","note_en":"Members pay an annual fee for same-day delivery on qualifying orders and free-shipping benefits. Target's 2025 Form 10-K confirms that paid-membership revenue is included in other net sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 Target Circle 360을 유료 멤버십으로 설명하고 관련 수익을 기타 매출에 포함한다.","excerpt_en":"paid Target Circle 360™ membership"},{"stance":"confirms","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"news","lang":"ko","published_at":"2024-03-06","url":"https://www.hankyung.com/article/202403069828i","title":"'인플레 쇼크' 극복하는 타깃…4분기 서프라이즈에 12% 상승","title_en":"Target Overcomes Inflation Shock as Fourth-Quarter Surprise Lifts Shares 12%","excerpt":"연간 99달러를 내면 35달러 이상 주문 고객에게 배송비 없이 1시간 안에 구매 상품을 배송해준다.","excerpt_en":"For $99 a year, members receive one-hour delivery without a delivery fee on orders of at least $35."}]},{"direction":"revenue","counterparty":"CVS 헬스","counterparty_slug":"cvs-health","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-11","basis":"CVS의 매장 내 약국·클리닉 점유에 따른 연간 수익","value":null,"period":"FY2025","basis_en":"Annual occupancy income from CVS pharmacies and clinics inside Target stores","qualifier":"confirmed_no_disclosed_value"},"note":"CVS는 타깃 매장 안에서 약국과 클리닉을 운영하고 타깃은 영구 운영계약에 따라 매년 점유 수익을 받는다. 상대별 금액은 공시되지 않았다.","note_en":"CVS operates pharmacies and clinics inside Target stores under a perpetual operating agreement, and Target receives annual occupancy income. The counterparty-specific amount is not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 CVS가 매장 내 약국과 클리닉을 운영하며 타깃이 매년 점유 수익을 얻는다고 밝힌다.","excerpt_en":"annual occupancy income"}]},{"direction":"cost","counterparty":"Shipt 독립 배송기사","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-11","basis":"Shipt 독립계약 배송기사에 대한 배송 서비스 지급액","value":null,"period":"FY2025","basis_en":"Payments for delivery services provided by Shipt independent contractors","qualifier":"confirmed_no_disclosed_value"},"note":"타깃은 자회사 Shipt를 통해 독립계약 배송기사를 활용하며 이 배송 서비스는 디지털 주문 이행비용을 만든다. 기사 집단에 지급한 총액은 공시하지 않았다.","note_en":"Target uses independent delivery contractors through its Shipt subsidiary, creating digital-fulfillment costs. It does not disclose the aggregate amount paid to this contractor group.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 Shipt가 독립계약자를 통해 배송 서비스를 제공하고 관련 인건비 분류 변화가 디지털 이행비용을 높일 수 있다고 밝힌다.","excerpt_en":"independent contractors"}]},{"direction":"cost","counterparty":"얼타 뷰티","counterparty_slug":"ulta-beauty","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-26","basis":"타깃 제휴에서 발생한 얼타 뷰티 매출","value":null,"period":"FY2025","basis_en":"Ulta Beauty revenue generated through the Target partnership","qualifier":"confirmed_no_disclosed_value"},"note":"타깃은 매장과 target.com에서 얼타 뷰티의 이름 있는 외부 판매 채널인 숍인숍을 운영해 왔지만, 양사는 현 계약이 끝나는 2026년 8월 이후 제휴를 갱신하지 않기로 했다.","note_en":"Target has operated the shop-in-shop network in its stores and on target.com as a named external sales channel for Ulta Beauty, but the companies agreed not to renew the partnership after the current agreement ends in August 2026.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-26","url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm","title":"Ulta Beauty, Inc. 10-K (2026-03-26)","title_en":"Ulta Beauty, Inc. 10-K (2026-03-26)","excerpt":"타깃 600곳 이상과 target.com에서 운영됐다.","excerpt_en":"available in over 600 Target locations"},{"stance":"confirms","publisher":"맥킨지앤드컴퍼니","publisher_en":"McKinsey & Company","kind":"analysis","lang":"en","published_at":"2023-07-06","url":"https://www.mckinsey.com/industries/retail/our-insights/meeting-beauty-consumers-where-they-are-and-where-theyre-going","title":"뷰티 소비자가 있는 곳과 향하는 곳에서 만나기","title_en":"Meeting beauty consumers where they are and where they are going","excerpt":"타깃은 얼타 고객에게 추가 구매 기회이자 옴니채널 접점이었다.","excerpt_en":"Target represents an incremental shopping occasion for our consumers"}]},{"direction":"cost","counterparty":"Starbucks Corp","counterparty_slug":"starbucks","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-03-11","basis":"Starbucks 라이선스 카페 운영을 위한 라이선스 및 상품 조달 지급액","value":null,"period":"relationship disclosed in FY2025","basis_en":"Payments for licensing and product procurement in Target-operated Starbucks cafés","qualifier":"confirmed_no_disclosed_value"},"note":"타깃은 매장 안에 Starbucks 라이선스 카페를 운영하고 상품을 준비·판매한다. 라이선스료와 원재료 조달액 등 상대별 지급 조건은 공개되지 않았다.","note_en":"Target operates licensed Starbucks cafés inside its stores and prepares and sells Starbucks items. Counterparty-specific terms such as license fees and product procurement payments are not disclosed.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 Starbucks를 타깃 매장 안에서 수익을 만드는 편의시설 파트너로 명시한다.","excerpt_en":"amenities such as Starbucks"},{"stance":"mentions","publisher":"Target Corporation","publisher_en":"Target Corporation","kind":"ir","lang":"en","published_at":"2023-10-03","url":"https://corporate.target.com/press/fact-sheet/2022/11/about-target-drive-up-with-starbucks,-our-new-fulfillment-feature","title":"About Target Drive Up with Starbucks, Our New Fulfillment Feature","title_en":"About Target Drive Up with Starbucks, Our New Fulfillment Feature","excerpt":"공식 자료는 미국 내 Target 매장 1,700곳 이상에 Starbucks 카페와 Drive Up 서비스가 함께 있다고 설명한다.","excerpt_en":"more than 1,700 stores"},{"stance":"confirms","publisher":"Target Corporation","publisher_en":"Target Corporation","kind":"ir","lang":"en","published_at":"2012-02-15","url":"https://corporate.target.com/press/release/2012/02/target-names-starbucks-coffee-retailer-for-canada-stores","title":"Target Names Starbucks Coffee Retailer for Canada Stores","title_en":"Target Names Starbucks Coffee Retailer for Canada Stores","excerpt":"타깃은 미국에서 1999년 첫 Starbucks 라이선스 매장을 열었고 파트너십을 장기간 운영해 왔다고 밝혔다.","excerpt_en":"Target opened its first Starbucks licensed store location in the United States in 1999."}]},{"direction":"cost","counterparty":"Apple","counterparty_slug":"apple","confidence":"low","metric":{"type":"amount","unit":"USD","as_of":"2026-03-11","basis":"Apple 상품 매입 및 숍인숍 협업 관련 지급액","value":null,"period":"relationship disclosed in FY2025","basis_en":"Payments related to Apple merchandise procurement and shop-in-shop collaboration","qualifier":"confirmed_no_disclosed_value"},"note":"타깃은 Apple 상품을 매장과 온라인에서 판매하고 전용 숍인숍을 운영한다. 상품 매입 또는 협업 과정의 직접 지급 경로와 금액은 미확인이다.","note_en":"Target sells Apple products in stores and online and operates dedicated Apple shop-in-shops. The direct payment channel and amount for merchandise procurement or collaboration are unconfirmed.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-11","url":"https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm","title":"TARGET CORP 10-K (2026-03-11)","title_en":"TARGET CORP 10-K (2026-03-11)","excerpt":"공시는 Apple을 타깃의 상품 판매와 숍인숍 경험을 구성하는 파트너로 명시한다.","excerpt_en":"partners such as Apple"},{"stance":"mentions","publisher":"Target Corporation","publisher_en":"Target Corporation","kind":"ir","lang":"en","published_at":"2021-02-25","url":"https://corporate.target.com/press/release/2021/02/target-debuts-apple-shopping-destination-with-expa","title":"Target Debuts Apple Shopping Destination With Expanded Footprint, Extended Assortment and Enhanced Services","title_en":"Target Debuts Apple Shopping Destination With Expanded Footprint, Extended Assortment and Enhanced Services","excerpt":"타깃은 Apple 상품과 액세서리 구색을 매장과 온라인에서 확대하는 장기 소매 협업을 발표했다.","excerpt_en":"The retail collaboration builds on Target and Apple’s more than 15-year relationship"}]}]}