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Target TGT Advertising revenue — Net Sales

Other product segments

Food & beverage
$6.26B+6.1%
Household essentials
$4.57B+4.9%
Apparel & accessories
$3.85B+3.6%
Hardlines (Fun 101)
$3.52B+14.6%
Beauty
$3.4B+9.6%
Home furnishings & décor
$3.24B+0.6%
Other
$173M+26.3%
Credit card profit sharing
$130M-7.8%
Other merchandise sales
$56M+40.0%

Similar metrics at other companies

Grindr logo
GRNDAdvertising revenue — Revenue
$23.29M+68.0%
eBay logo
EBAYAdvertising revenues — Net revenues
$581M+31.4%
Take-Two Interactive Software logo
TTWOAdvertising — Total net revenue
$111.4M+2.5%
Driven Brands Holdings Inc. logo
DRVNAdvertising — Total net revenue
$28.84M+13.9%
Yelp logo
YELPTotal advertising — Net revenue
$332.49M-2.8%
Versant Media Group, Inc.
 logo
VSNTAdvertising — Revenue
$368M-5.2%

Other financials

Income statement

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Revenue$25.4B+6.7%
Gross profit$7.4B+9.9%
Operating income$1.1B-22.9%
Net income$781.0M-24.6%
EPS (diluted)$1.71-24.7%

Balance sheet

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Cash & equivalents$3.5B+22.4%
Total debt$18.8B-1.1%
Total equity$16.4B+9.7%
Total assets$58.0B+3.2%

Cash flow

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Operating cash flow$716.0M+160%
CapEx$1.0B+31.0%
Free cash flow-$319.0M+38.1%

Valuation

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Market cap$63.39B+46.0%
Enterprise value$78.69B+32.1%
P/E18.4×+8.0×
P/S0.6×+0.2×

Profitability

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Gross margin28.1%+0.1pp
Operating margin4.5%-0.9pp
Net margin3.2%-0.7pp
FCF margin2.8%-0.5pp

Returns & leverage

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Return on equity22%-7.1pp
Debt / equity1.1×-0.1×
Current ratio0.9×0.0×

Where this comes from

Reported directly by Target in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Target’s 10-Q, filed May 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Target's advertising revenue — net sales?
Target (TGT) reported advertising revenue — net sales of $246M in Q1 2026.
How has Target's advertising revenue — net sales changed year-over-year?
Target's advertising revenue — net sales increased by 50.9% year-over-year, from $163M to $246M.
What is the long-term trend for Target's advertising revenue — net sales?
Over 3 years (2022 to 2025), Target's advertising revenue — net sales has grown at a 31.3% compound annual growth rate (CAGR), from $404M to $915M.
What does advertising revenue — net sales mean?
This metric represents the total revenue generated by selling advertising space and promotional opportunities to third-party brands and vendors across the retailer's digital and physical platforms. It reflects the company's ability to monetize its massive customer traffic and first-party data by offering partners targeted marketing reach. This revenue stream is increasingly significant as retailers leverage their ecosystem to create high-margin, non-merchandise income.