Target: Activist Can't Save This Company From Amazon; Reiterate 'Sell'

Summary

Target faces intensifying e-commerce headwinds, particularly from Amazon, undermining its long-term growth prospects.
I see TGT’s recent activist involvement and 13x forward earnings multiple as a potential value trap, not a buying opportunity.
Management’s AI and infrastructure investments may not offset declining comps, margin pressure, and competitive disadvantages versus AMZN.
I reiterate my "Sell" rating, expecting further margin deterioration and negative top-line growth absent a credible turnaround catalyst.
https://seekingalpha.com/article/4856452-target-activist-cant-save-this-company-from-amazon-reiterate-sell

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Expect the usual head in the sand denial from Fiddelke and the rest of leadership.

Target stores are all busy now where I live. If they can keep their noses out of politics, the return from covid e-commerce is continuing. The nemesis of team Besos is affordable perishable foods that brings people in. Nobody needs to buy food from Besos. Walmart and groceries are bigger competitors of Target. Target, groceries and even vitamin stores are pretty bad at competing with Besos in the supplements business because it seems to be more customer driven. Can't walk into Target and buy glycine tablets even though it is the safest and best sleeping aid available. I don't particularly like these products sitting in a freezing or frying mailbox either and they don't tell you when they have offloaded to USPS or when those are in your mailbox melting.

Thread regarding Target Corp. layoffs

Target: Activist Can't Save This Company From Amazon; Reiterate 'Sell'

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