Target Underperformance Highlights Execution Issues

25 days ago

Ben

"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 performance of key retail stocks where Target, down 33% this year, is lagging while Walmart and Costco continue to perform strongly. The commentary suggests that Target's underperformance may be a result of execution issues rather than a mere inflation story.

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