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Don窶冲 get me wrong 窶� the massive consumer boycotts from Black organizers have done damage. And there are probably folks on the far right who think even Target窶冱 toned-down, overwhelmingly beige Pride merch this year was still too loud.
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But its stock is in the gutter and sales have been falling for two years because of good ol窶� business fundamentals. It overstocked. It lost the pulse of its customers. It went up against Amazon Prime with窶ｦ actually, does anyone know what Target窶冱 Amazon Prime competitor is called?
The brand we petite bourgeoisie once playfully referred to as Tar-zhay has lost its spark. The company reported a decline in sales for a third-straight quarter, part of a broader trend of falling or flat sales for two years. Employees have lost confidence in the company窶冱 direction. And 2025 has been a particularly rough financially, as Black shoppers organized a boycott over Target窶冱 decision to cave to right-wing pressure on diverse hiring goals.
Shares were down 10% Wednesday.

It窶冱 not to say the new guy, Michael Fiddelke, is unqualified. He窶冱 been at Target since he started as an intern more than 20 years ago, after all. But Wall Street is clearly concerned that Target窶冱 leadership is underestimating the severity of the need for a significant change窶� just as President Donald Trump窶冱 tariffs on imported goods threaten the entire retail industry.

Appointing a company lifer 窶彭oes not necessarily remedy the problems of entrenched groupthink and the inward-looking mindset that have plagued Target for years,窶� Neil Saunders, an analyst at GlobalData Retail, said in a note to clients Wednesday.

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