Two Paths for Target

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 21 May 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto’s earnings call. Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money. Companies discussed: TGT, TJX, WMT, PANW Host: Mary Long Guests: David Meier, Andy Cross, Morgan Housel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Does it ever feel like you're a marketing professional just speaking into the void?
0:05.0	Well, with LinkedIn ads, you can know you're reaching the right decision makers.
0:09.0	You can even target them by job title, industry, company, role, seniority, skills, company revenue, and...
0:16.0	Did I say job title yet?
0:17.0	Get started today and see how you can avoid the void and reach the right buyers with
0:21.3	LinkedIn ads. To get £100 of your first campaign, go to LinkedIn.com slash lead to claim
0:27.2	your credit. Terms and conditions apply.
0:33.0	The retailers are in. You're listening to Motley Full Money.
0:50.8	I'm Mary Long, joined on this fine Wednesday morning by Mr. David Meyer.
0:54.9	David, thanks for being here.
0:56.3	Thank you for having me.
0:57.4	Good to see you again.
0:58.4	Good to see you, too.
0:59.1	It's always good to see you.
1:00.6	We're going to kick things off today with a look at some retailers that reported this morning.
1:05.2	We'll start with Target.
1:06.1	They saw comparable sales drop nearly 4%.
1:08.8	Management lowered guidance for the full fiscal year, partially
1:11.9	as a result. What else in these results stuck out to you, David?
1:15.7	Yeah, I'm just going right back to the second one that you talked about, which is the reduction
1:20.5	in full year sales growth. This is actually a pretty big deal. At the start of the year,
1:27.1	first go around management
	...

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