Noon-12:10 PM CT 
Welcome and introduction 
Taylre Stumpf, Lead Analyst, Retail Insights

12:10-1:00 PM CT  
Meeting the moment: Target’s turning point
Doug Hermanson, Principal Economist
Taylre Stumpf, Lead Analyst, Retail Insights

• Get a breakdown of what is really impacting Target’s traffic and comps.
• Uncover how macro disruptions (boycotts, tariffs, pricing perception) are reshaping shopper behavior.
• Explore how brands need to rethink their roles in the Target ecosystem.

1:00-1:30 PM CT 
What happens if Target misses the bullseye?
Mary Brett Whitfield, Senior Vice President, Shopper Insights 

• Learn how Target’s share of wallet and shopper preference is being challenged.
• Understand where — and why — guests are shifting their shopping.
• Review implications for loyalty, trip drivers, and basket building.

1:30-2:00 PM CT 
From fulfillment to loyalty: The Circle 360 opportunity
Anna Brennan, Principal Analyst, Retail Insights

• Examine how Circle 360 stacks up against other membership ecosystems.
• Gain insights into what makes Target’s loyalty model unique.
• Discover opportunities for brands to activate across fulfillment touchpoints.

2:00-2:15 PM CT
BREAK

2:15-3:00 PM CT 
Target's private label: A path to building loyalty
Karen Kelso, Vice President, Retail Insights 

• Review where Target’s owned brands win and where they fall short.
• Evaluate what’s missing for core, value, and high-income shoppers.
• Assess competing best-in-class private labels and why they are successful.

Noon-12:10 PM CT
Welcome and introduction
Taylre Stumpf, Lead Analyst, Retail Insights

12:10-12:50 PM CT
The power of fun commerce at Target
Charlotte Harris, Principal Analyst, Retail Insights

• Learn what is drawing $100K+ households back to Target.
• Understand the role of wellness, discovery, and design.
• Find out how brands can win with upgraded formats and storytelling.

12:50-1:30 PM CT
How Target can win in grocery
Ross Cloyd, Director, Retail Insights
Taylre Stumpf, Lead Analyst, Retail Insights

• Compare how Target stacks up against its top grocery competitors.
• Understand who is leading in perimeter, pantry, and impulse.
• Identify the white-space opportunities where brands can differentiate themselves and drive growth.

1:30-1:45 PM CT
BREAK

1:45-2:10 PM CT
How Target is driving excitement in the new economy
Taylre Stumpf, Lead Analyst, Retail Insights

• Review how perma-angst is reshaping Target guests’ behavior.
• See how Target will create FOMO and message “I have to have it” to guests.
• Find out what to expect from Target’s seasonal resets in 2025 and beyond.

2:10-2:40 PM CT
Can Target win with today's value shoppers?
Mary Brett Whitfield, Senior Vice President, Shopper Insights

• Learn what today’s budget-conscious shoppers prioritize at the shelf.
• Identify the factors driving store choices, brand loyalty, and perceived affordability.
• Explore how Target can meet value expectations without compromising the guest experience.

2:40-3:00 PM CT
Target's path to 2026
Karen Kelso, Vice President 

• Review key assumptions and potential risks influencing Target’s 2025 holiday and 2026 planning.
• Evaluate how Target must adapt its merchandising, pricing, and media strategies in response to guests’ shifting behavior.
• Discover ways to stay agile as Target redefines value, volume, and emotional loyalty.

3:00-3:15 PM CT
Day 2 wrap-up