Costco Is Down 10% in 6 Months While the S&P 500 Is Up 17%. Is Costco Too Cheap to Pass Up Under $900 a Share?

Costco's stock has underperformed the S&P 500 by 27 percentage points over the last six months, despite growing revenue, profits, and membership renewal rates. While the company maintains a premium valuation compared to retail peers due to strong membership loyalty, the article argues that at current prices, Costco is not as cheap as it appears. Headwinds from tariffs and fuel costs, combined with elevated valuations, suggest investors seeking faster growth may find better opportunities elsewhere.

10/06/2026, 5:15 AM • The Motley Fool

Target's Management Team Deserves Credit for Accelerating Revenue Growth Amid a Challenging Backdrop

Despite consumers having less disposable income and a weaker economic outlook, Target's management team has successfully accelerated revenue growth. The company is performing well in 2026, with its stock performing strongly throughout the year.

09/29/2026, 11:28 PM • The Motley Fool

Apple Is the Best-Performing "Magnificent Seven" Stock This Year. But It Has Still Lagged This Unassuming Dividend Stock (That Remains a Top Buy Now).

While Apple has been the top performer among the Magnificent Seven stocks with a 25% year-to-date gain, Target has significantly outperformed with a 61% increase in 2026. Under new CEO Michael Fiddelke's turnaround plan, Target has reversed years of decline with positive sales growth and earnings revisions. Despite its strong performance, Target remains attractively valued at 15x forward earnings with a 2.95% dividend yield and a 55-year streak of consecutive dividend increases.

09/28/2026, 8:07 AM • The Motley Fool

1 Overlooked Dividend King With a 55-Year Winning Streak Worth Buying Now

Target has raised its dividend for 55 consecutive years, qualifying as a Dividend King. The retailer's stock is up 61% year-to-date, driven by improving sales momentum with comparable sales rising 3.8% in the recent quarter. With a 2.9% yield, 47% payout ratio, and management expecting 5% full-year sales growth, the stock remains attractive for dividend investors despite its recent gains.

09/27/2026, 4:05 AM • The Motley Fool

e.l.f. Beauty vs. Monster Beverage: Which Consumer Goods Stock Is a Better Buy in 2026?

The article compares e.l.f. Beauty and Monster Beverage as investment options for 2026. e.l.f. Beauty demonstrates faster growth (24.6% revenue growth, 36% in recent quarter) with a lower valuation but faces competitive pressures and heavy acquisition integration costs. Monster Beverage offers stable profitability (23% net margin), global scale, and no debt, with consistent double-digit growth across all regions. The author recommends Monster Beverage for investors seeking reliable execution and broad market resilience, while acknowledging e.l.f. Beauty's impressive growth trajectory.

09/24/2026, 3:35 PM • The Motley Fool

Here's What the Fed's Interest Rate Hike Means for Costco, Walmart, and Target (and My Top Pick to Buy Now)

The Federal Reserve raised interest rates by a quarter-point to combat inflation, which may reduce consumer spending power through higher credit card APRs, loan rates, and mortgage costs. However, value-focused retailers like Costco, Walmart, Target, and Amazon may benefit as cost-conscious consumers shift spending toward these companies known for competitive pricing and strong supply chains. The analyst views any weakness in these quality retailers as a buying opportunity.

09/22/2026, 5:10 AM • The Motley Fool

Here's Why Walmart Won't Reclaim a $1 Trillion Market Cap Anytime Soon

Walmart, currently trading below its $1 trillion market cap peak, faces headwinds that make a near-term recovery unlikely. The retail giant's slow 4% revenue CAGR over the past decade, combined with a premium 39 P/E valuation relative to competitors, limits upside potential. While online advertising showed promise with 46% growth in fiscal 2026, it's already decelerating at 38% in Q2 FY27. With low profit margins typical of retail and recent Fed rate hikes threatening further growth slowdown, Walmart's path to $1 trillion appears distant.

09/19/2026, 7:15 AM • The Motley Fool

This Unassuming Stock is Trouncing Nvidia in 2026. Here’s Why It’s a No-Brainer Buy.

Target has climbed nearly 60% in 2026, outperforming Nvidia's 17% gain. Under new CEO Michael Fiddelke, Target is executing a turnaround strategy focused on employee training, store redesigns, and AI-driven shopping improvements. The retailer is showing early success with 3.6% traffic growth and strong performance in food, beverage, and beauty categories. As a Dividend King with 50+ consecutive years of dividend increases and $4.5 billion in free cash flow, Target offers both growth potential and passive income.

09/15/2026, 4:12 AM • The Motley Fool

Walmart Has Gone Practically Nowhere, While Target Is Up 68%. But Only 1 of These Dividend Kings Is a Buy in September.

Target has surged 68% year-to-date while Walmart declined 4%, but the article argues Target is the better buy in September. Despite Target's recent momentum under new CEO Michael Fiddleke and positive comparable sales growth, Walmart remains a recession-resilient juggernaut with superior long-term performance. Target trades at a lower P/E ratio (17x vs 39x) and offers a higher dividend yield (2.8% vs 0.9%), while Walmart has demonstrated more consistent revenue growth and operational excellence over decades.

09/08/2026, 6:17 AM • The Motley Fool

Target Has Raised Its Dividend Through Every Market Crash Since 1971. Should Income Investors Still Buy It?

Target has maintained its dividend through 55 consecutive years and seven bear markets, demonstrating strong resilience. The retailer is experiencing a turnaround with 5% sales growth and 20% earnings growth in Q2, supported by higher-margin revenue streams like advertising. At a forward P/E of 16 and 2.8% dividend yield, the stock appears fairly valued for income investors, with a safe payout ratio of 46% of free cash flow.

09/07/2026, 7:10 AM • The Motley Fool

Target Stock at $165: Here's Why Investors Should Pause.

Target stock has surged 79% over the past 12 months to $165 per share, driven by CEO Michael Fidelke's successful turnaround efforts including improved merchandising and digital initiatives. However, the analyst warns that most gains have come from valuation expansion rather than earnings growth, with the P/E ratio rising 59% in the past year. At current levels, the stock lacks a margin of safety for new investors, suggesting the easy gains have already occurred.

09/06/2026, 5:20 AM • The Motley Fool

Symbotic's Backlog Sits at $22.5 Billion. Here's The Customer Concentration Risk Nobody Talks About

Symbotic, a warehouse automation company, has a $22.5 billion backlog and is valued reasonably at less than 7x next year's sales. However, the company faces significant customer concentration risk with Walmart accounting for 85% of its fiscal 2025 revenue. While Symbotic is attempting to diversify through partnerships with Target, Albertsons, and SoftBank's Greenbox venture, its long-term contract with Walmart extends through 2037, providing stability but also dependency.

09/01/2026, 3:17 PM • The Motley Fool

Target Is Still an Attractive Value Stock

Target has delivered strong Q2 results with 3.8% comparable sales growth, 3.6% increase in foot traffic, and 8.7% digital sales growth. Despite a 67% year-to-date rally, the stock remains undervalued at a 17 P/E ratio compared to Walmart's 37 P/E, offering a 2.81% dividend yield and potential upside for value investors.

08/30/2026, 6:05 PM • The Motley Fool

Target Is Up 66% This Year. Here's Whether the Dividend King Still Has Room to Run After Earnings.

Target's stock has surged 66% in 2026 following a successful turnaround from pandemic-era struggles. While the retailer has demonstrated strong sales growth and maintained its Dividend King status with 50 consecutive annual dividend increases, valuation metrics have risen above five-year averages. The article suggests that while recovery potential remains with the stock still 40% below its 2021 peak, much of the good news is already priced in, and further gains will require sustained strong performance.

08/30/2026, 11:15 AM • The Motley Fool

Target Reports Accelerating Revenue Growth: Time to Buy?

Target has reported accelerating revenue growth after several quarters of stagnation, with management receiving credit for turning the company around. The article discusses whether this positive momentum makes Target an attractive investment opportunity at current levels.

08/28/2026, 1:15 PM • The Motley Fool