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May 20, 2026
財經

目標百貨轉型初見效 Q1同店銷售創4年多最大增幅

零售巨擘目標百貨 Target 20 日盤前公布第一季財報,顯示新任執行長菲德爾克 (Michael Fiddelke) 推動的轉型策略開始見效,繳出近 4 年最佳同店銷售表現,也同步調升全年營收成長預測。

目標百貨第一季同店銷售年增 5.6%,遠優於市場預估的 2.5%,創下 2021 年底以來最大增幅,也是連續 5 季以來首度恢復正成長。

整體營收達 254.4 億美元,高於市場預期;經調整後每股盈餘為 1.71 美元,同樣優於市場預估的 1.46 美元。

目標百貨指出,六大核心商品類別銷售全面成長,其中健康保健、玩具、嬰幼兒用品表現最為突出。數位銷售則年增 8.9%,高於前一季的 1.9%,主要受惠於會員服務帶動當日配送需求大增 27%。

菲德爾克今年 2 月接任執行長後,積極推動轉型,包括加碼 20 億美元投資庫存與物流、強化門市與供應鏈,同時調降約 3,000 項商品價格,希望在通膨壓力下重新吸引消費者回流。

近年來,目標百貨面臨沃爾瑪 、亞馬遜與 TJX 等平價零售商激烈競爭,加上疫情後服飾與居家用品需求降溫,使公司連續 3 年營收下滑。

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