10 Latest Stocks Jim Cramer Discussed In An Episode Examining Turnarounds

5. Target Corporation (NYSE:TGT)

Number of Hedge Fund Holders In Q2 2025: 54

Cramer discussed Target Corporation (NYSE:TGT) in the context of turnarounds. The discussion on turnarounds started when he and co-host David Faber commented on V.F. Corporation. Cramer commented that he loves turnarounds even though they are hard to execute. For Target Corporation (NYSE:TGT), he mentioned a note that had outlined that the firm is opening larger stores. The firm is currently opening new stores in Arizona, California, Nebraska, Virginia, Texas, Florida, and South Carolina. The CNBC TV host has discussed Target Corporation (NYSE:TGT) several times in 2025.  Most of his comments have discussed the firm in the context of Walmart and Costco and remarked that it had to lower prices. This time, he discussed Target Corporation (NYSE:TGT) and the difficulty in executing turnarounds:

“I think the right way to look at this is how hard. I mean I know that there is a note that I’ve been following on Target where Target’s announcing that it’s going to be making bigger stores. Everybody has to do something like Tapestry.”

Last month, Target Corporation (NYSE:TGT) made headlines after it announced that it would end its partnership with Ulta Beauty. Commenting on the development, Cramer remarked:

“I thought that was very significant because that had been something over and over again, Brian Cornell, CEO of Target, had been telling as a great relationship. I think that Ulta has been, if you look at the chart, incredibly strong stock.

“Target, the exact opposite [of being a strong stock].”