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Source document· December 26, 2025

Target vs. Costco: Which Discount Retail Stock Offers More Upside Now?

View original at finance.yahoo.com
Target vs. Costco: Which Discount Retail Stock Offers More Upside Now? Target Corporation TGT and Costco Wholesale Corporation COST are two of the most prominent names in the U.S…
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  • The Zacks Consensus Estimate for Costco's current fiscal-year EPS has moved upward by 12 cents to $20.09 over the past 60 days.

    80% confidence
  • AI-driven pharmacy inventory systems helped lift in-stock levels and supported solid growth in prescription volumes.

    80% confidence
  • On-shelf availability for key items improved more than 150 basis points year over year, reflecting stronger inventory forecasting and in-stock execution.

    80% confidence
  • Both Target and Costco currently carry a Zacks Rank #3 (Hold).

    80% confidence
  • Costco stands out as the stronger investment candidate, supported by its membership-based business model, high customer loyalty and consistent operational efficiency.

    80% confidence
  • The Zacks Consensus Estimate for Target's current fiscal-year EPS has declined 13 cents to $7.29 over the past 60 days.

    80% confidence
  • Target plans to increase capital expenditure 25% to $5 billion in fiscal 2026 to support store remodels, larger-format locations, expanded fulfillment and major floor-pad upgrades.

    80% confidence
  • Digital initiatives are helping the company better monetize its product mix, particularly in non-food and big-ticket categories, while still enhancing and not replacing the in-store shopping experience.

    80% confidence
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What we're seeing
Biotech Catalyst Wave: Late-2026 Clinical Readouts, PDUFA Dates and Capital Restructuring
A dense cluster of Q4 2026 to Q1 2027 clinical and regulatory catalysts spans hepatitis delta (Vir's ECLIPSE/SOLSTICE), hypertension and sleep apnea (Mineralys' lorundrostat, PDUFA 2026-12-22), severe hypertriglyceridemia (plozasiran), oncology (ivonescimab BLA, PDUFA 2026-11-14) and gene therapy (Krystal). Positive data flow from AASLD and AHA presentations is offset by cost-cutting guidance, milestones slipping into 2027, and a delisting process that signals capital-market stress for some issuers. Near-term value hinges on binary FDA decisions and Phase 3 topline readouts in Q1 2027.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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