The numbers
6.7%: How much net sales increased during the first quarter, year over year. It’s the first time Target’s sales have seen a positive shift in more than three years.
51%: Target’s year-over-year growth from revenue through Roundel, the company’s advertising network. Ad revenue hit $246 million compared to $163 million in the first quarter of 2025.
25%: Year-over-year increase in non-merchandise sales, which includes Roundel, loyalty membership, and a third-party marketplace.
4.4%: How much comparable store traffic increased in Q1, year over year.
8.9%: Boost in digital sales. Same-day delivery jumped 27%, year over year.
