Target expands next-day delivery nationwide with Shipt store pickups

The biggest change for store and fulfillment teams is not the customer promise, it is the clock. Target is widening next-day brown box delivery by using Shipt to pick up orders directly from stores, a shift that pushes more items through picking, staging and driver handoff inside the building. The company said it will add 20 new metro areas this spring and expects its direct-from-store program, Target Last Mile Delivery Direct, to reach more than 100 stores in 50 markets by the end of 2026.

That matters because same-day fulfillment already drives two-thirds of Target’s digital sales, and the volume is still climbing. Target said same-day delivery powered by Target Circle 360 grew more than 30% in the fourth quarter of 2025. The retailer says next-day delivery is free on orders over $35, or for Target Circle 360 members and Target Circle Card users, and that 85% of what it sells in Target stores is eligible for next-day delivery. For store leaders, that means more digital orders moving through the backroom and more pressure to keep items moving on time.

Target has been building toward this model for years. Its sortation centers have helped increase next-day-delivered orders by more than 150% since launch, and the company opened its first Target Last Mile Delivery extension facility in Smyrna, Georgia, in June 2023. A Chicago pilot showed how much capacity can open up inside the store network, with Target saying it enabled next-day delivery on five times more of the local shipping demand. Target senior vice president of fulfillment and last mile Daryl Glass has said the company is expanding into markets where it does not have a sortation center or where demand is high.

The rollout also shows how tightly delivery speed is now tied to loyalty and sales. Target says it reaches 80% of the U.S. population with same-day delivery and 99% with two-day shipping. The company says active Target Circle members spend three times more on average than nonmembers, while Target Circle 360 subscribers spend eight times more, which helps explain why faster fulfillment is now a core growth strategy, not just a convenience feature. Target reported fourth-quarter 2025 net sales of $30.5 billion and full-year adjusted earnings per share of $7.57 as it tries to sharpen its edge against Amazon and Walmart.