*Investors Blog*

Pablo said:
There is some truth in this. But despite you guys not getting it - people such as my wife go down a rung to Target, and just sometimes WMT.

Not saying Target is investable (have not looked) just saying it's full of chicks of all ages flush with money. That said also - this theory didn't work for me with Uniglo when I saw people lined up to throw money at the stores in USA and Canada. I mean lots of money.
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Target since 2019 performance is just as good as WMT. IN fact it blew past WMT by light years in 2020 and 2021 based on speculation that didnt turn out well back to about the same percentage gain with a lower P/E too as WMT.
Like anyone, you invest in what you believe. I personally hate Target. Hate shopping there, dont see value in it and who is that billionaire who says invest in things you use and love everyday? (smile) believe it or not, since I started taking that advice I have done well, wish I listened decades ago *LOL*
However, technically the stock looks better than WMT (from what little I know) but where do they go from there? Walmart is a gorilla running on all cylinders, Target always seems to be making endless mistakes. I dont know if they will ever be able to compete and if this economy takes a bigger dive, will they survive? I only wonder because I hate the store and also hate the management. But at times I will buy from them, like an ear bud etc... low price always wins if its on sale.
Hmmm ... Im out of money... maybe I should buy some? *LOL*
 
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Last I checked WMT versus TGT, the sales by category is much different, WMT had ~50%-60% grocery, TGT had ~20%-30% grocery I think.
 
99Saturn said:
Last I checked WMT versus TGT, the sales by category is much different, WMT had ~50%-60% grocery, TGT had ~20%-30% grocery I think.
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They are VERY different.

TGT is a make-up, clothes, drug, and some sundries...........food = after thought, although in the PNW they have a nice coffee aisle, and their brand (GoodandGather?) Belgian made Nespresso pods are unbeatable at $5.99

Walmart is squirter juice, Fram, and XXXXXXXXXXXXXXL panties.
 
99Saturn said:
Last I checked WMT versus TGT, the sales by category is much different, WMT had ~50%-60% grocery, TGT had ~20%-30% grocery I think.
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Yes, Target has been trying hard to expand its grocery business. With some success but still struggling as their stores were not originally set up for them. They have really expanded the grocery line in their stores over the last 10 years and has been a financial news item the entire time, but it still looks alike a half baked effort and the public not impressed, they are trying everything to stay current and not fade away by copying everything Walmart is doing, same day deliveries ect but just can not compete on scale or selection. They are now considering having a paid membership club like Walmart and Costco etc....
Target turned into a jack of all trades master of none as consumer preferences changed
https://www.cnn.com/2022/08/20/business/target-outlook/index.html

They only wish they had WMT grocery business https://www.supermarketnews.com/retail-financial/target-continues-struggle-plan-working

https://www.retaildive.com/news/how-target-can-refresh-its-failing-grocery-business/429890/

Im only posting this because I read your post as almost presenting Walmart in a negative light when Target has been trying for a decade now to catch up on grocery sales and recently had the executive in charge resign (or something like that, I dont follow it closely)
Groceries are proven profits for the big guys, Sams Club, Costco, Walmart. Heck, maybe even Food Lion
 
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alarmguy said:
Yes, Target has been trying hard to expand its grocery business. With some success but still struggling as their stores were not originally set up for them. They have really expanded the grocery line in their stores over the last 10 years and has been a financial news item the entire time, but it still looks alike a half baked effort and the public not impressed, they are trying everything to stay current and not fade away by copying everything Walmart is doing, same day deliveries ect but just can not compete on scale or selection. They are now considering having a paid membership club like Walmart and Costco etc....
Target turned into a jack of all trades master of none as consumer preferences changed
https://www.cnn.com/2022/08/20/business/target-outlook/index.html

They only wish they had WMT grocery business https://www.supermarketnews.com/retail-financial/target-continues-struggle-plan-working

https://www.retaildive.com/news/how-target-can-refresh-its-failing-grocery-business/429890/

Im only posting this because I read your post as almost presenting Walmart in a negative light when Target has been trying for a decade now to catch up on grocery sales and recently had the executive in charge resign (or something like that, I dont follow it closely)
Groceries are proven profits for the big guys, Sams Club, Costco, Walmart. Heck, maybe even Food Lion
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🤷‍♂️ Not sure seemed like I was presenting Walmart negatively (or Target for that matter) in my post. My point was just, based on their sales in each segment, I would not necessarily view them as similar companies, or expect them to behave similarly based on economic events.
 
99Saturn said:
🤷‍♂️ Not sure seemed like I was presenting Walmart negatively (or Target for that matter) in my post. My point was just, based on their sales in each segment, I would not necessarily view them as similar companies, or expect them to behave similarly based on economic events.
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I understand that, really not debating you what I’m stressing is for Target to keep growing profits they’ve been trying to get into the grocery business and it’s been a huge struggle and mostly a failure over the last decade. Yet it’s an absolute necessity to survive, and seems like maybe they’re making some headway. I really don’t follow enough to know.
We also must accept at least to me. Target does not have the inventory of Walmart regardless of the groceries.
The only thing that I could think of is clothing that target might excel in, but I guess from my own personal experience not in my life would I buy clothing in either store,
That goes for both target and Walmart. I don’t mean it as a negative for people who do but it’s just not my thing.

One thing Walmart does need to do is clean up their stores and make them more appealing. I believe that is their focus for the next five years.

I just don’t understand what Target offers. it just seems like a little bit of everything and not a lot of anything
 
I'm bearish and think over the next 10 months we're going to see a significant and long lasting correction
due to "higher for longer" interest rates, inflation may go higher, and the exponentially rising valuations of tech stocks are insanity.
Valuation does matter.
 
Bill7 said:
I'm bearish and think over the next 10 months we're going to see a significant and long lasting correction
due to "higher for longer" interest rates, inflation may go higher, and the exponentially rising valuations of tech stocks are insanity.
Valuation does matter.
Click to expand...

Bubble eventually pops.
 
Bill7 said:
I'm bearish and think over the next 10 months we're going to see a significant and long lasting correction
due to "higher for longer" interest rates, inflation may go higher, and the exponentially rising valuations of tech stocks are insanity.
Valuation does matter.
Click to expand...
I don’t really see interest rates changing. I see them where they’re supposed to be and right now that is it’s historical average.
I think younger generations, see the interest rates as high, because they were artificially low for over a decade.
I don’t think we’ll ever see interest rates low like that again unless things really go south and we run the national debt up to $50 trillion who cares at this point, it’s never going to return to normal until the day of reckoning comes.
 
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