Target Underperforming Relative to Walmart and Costco

25 days ago

SPEAKER_02

"Target is down 33% this year. So I pulled up Target, Walmart, and Costco over the last five years. Now, maybe this is just an inflation story, but Walmart and Costco have been phenomenal stocks for this decade. Target has gotten smoked."

The discussion compares the recent underperformance of Target with the strong performance of Walmart and Costco. The speakers suggest that Target\'s decline, marked by a 33% drop year-to-date, is likely due to management execution issues rather than solely inflationary pressures.

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