Target's Same-Day and Next-Day Units Jump Nearly 30% on Faster Fulfillment

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Target Corporation fulfilled nearly 30% more same-day and next-day units year over year in the second quarter of fiscal 2026, with same-day delivery rising more than 25% and helping drive an 8.7% increase in comparable digital sales. The retailer fulfills more than 95% of its sales through stores, and said overall inventory reliability metrics reached multiyear highs while availability of its most frequently purchased items was the strongest in recent years. Target is also using Proxima, its digital twin of the middle-mile inventory positioning system, to test inventory-flow plans before implementation. For comparison, Walmart U.S. e-commerce sales rose 24% in second-quarter fiscal 2027, with store-fulfilled delivery sales up more than 40% and fast delivery in the United States climbing 48%, while Dollar General said delivery contributed an estimated 40 basis points to comparable-sales growth in the second quarter of fiscal 2026. Target shares have rallied 16.6% over the past three months against the industry's 3% decline, and management raised fiscal 2026 sales and EPS guidance.

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