塔吉特的业绩复苏正被市场误读为单纯的客流量故事，而杰富瑞分析师在一份研究报告中指出，其真正的上行空间实则蕴藏在利润率之中。近年来，这家零售巨头的商品结构已明显向食品和必需品倾斜，而服饰、家居等可选消费品类则表现不佳。目前，公司正全力提升这些利润率显著更高的可选品类业绩。分析师认为，此举若成功，将能在无需激进客流假设的前提下推动利润率扩张。再结合降价策略的优化以及固定成本模式下的经营杠杆，这一系列行动有望推动其每股收益（EPS）增速远超营收增长。
塔吉特的业绩复苏正被市场误读为单纯的客流量故事，而杰富瑞分析师在一份研究报告中指出，其真正的上行空间实则蕴藏在利润率之中。近年来，这家零售巨头的商品结构已明显向食品和必需品倾斜，而服饰、家居等可选消费品类则表现不佳。目前，公司正全力提升这些利润率显著更高的可选品类业绩。分析师认为，此举若成功，将能在无需激进客流假设的前提下推动利润率扩张。再结合降价策略的优化以及固定成本模式下的经营杠杆，这一系列行动有望推动其每股收益（EPS）增速远超营收增长。
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