I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits.
For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- zippixo·08-20 18:02TOPTom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop1Report