reddog

Target's Management: Watching Their Own Backs, Not Maximizing Shareholder Value

Thinking that moves like this add value is what got this country in such a mess today. Yeah, right.

Target: Customer Passion Still Compels Profits

The common but mistaken perception is that Target is more expensive than Walmart yet when comparing like items as a whole, the difference is very marginal. But what sets Target apart product wise is the unique in house and designer designed products, non-commodities in a commodity market. There is more style offered, yet prices are well below the traditional designer goods available elsewhere. The result is more value in the products, combined with more value in the overall shopping experience, which is well documented.

This is why margins are higher, as they should be. The tough market is hurting Target in that people are cutting back on non-essential goods. This can't last forever and eventually consistent results will return.

Ackman Totally Off Target

right on.

Target's Folly

The company is full of experts in all aspects of retail. The board is about having a wide range of expertise in many industries. And Target believes in developing managers and putting them in challenging positions. The current CIO came from the credit card side of the business, not IT.

Ackman is a short term opportunist and anything he proposes is to get his money out of the company, not improve it for the long term. He messed up by concentrating on one firm in a down market, how stupid is that?

Wal-Mart vs. Target: A Better Starting Point

Does Target have a meaningful international presence?

None on the store front. Some international operations related to product sourcing.