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Target is in trouble. And while it’s easy to get lost in the company’s recent (poor) handling of American culture war narratives that cast it as too “woke” or too willing to cave to online fascists, the root of Target’s problems runs deep.
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Don’t get me wrong – the massive consumer boycotts from Black organizers have done damage. And there are probably folks on the far right who think even Target’s 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’ business fundamentals. It overstocked. It lost the pulse of its customers. It went up against Amazon Prime with… actually, does anyone know what Target’s 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’s direction. And 2025 has been a particularly rough financially, as Black shoppers organized a boycott over Target’s decision to cave to right-wing pressure on diverse hiring goals.
Shares were down 10% Wednesday.

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

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

Missing the mark
In its 2010s heyday, Target became a go-to for consumers who liked a bargain but didn’t necessarily like bargain-hunting. The shelves felt well-curated. You’d go to Target because it had one thing you needed and 12 things you didn’t know you needed. It was stocked with Millennial cringe long before Gen Z gave us the term Millennial cringe.

Target’s sales held strong through the pandemic as remote workers set up home offices and stocked up on essentials. Months of lockdown also benefited the store as people began refreshing their spaces because they didn’t really have much else to do and they were staring at the same walls all the time.

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4: Aesthetic Versatility and Design Options**
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**Paragraph 5: Durability and Practical Benefits**
One of the standout features of tungsten rings is their unparalleled
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But for Ukrainian President Volodymyr Zelensky, today’s meeting at the White House will surely trigger awkward memories of that very public clash with the US President almost six months ago. Navigating the treacherous waters in which he finds himself today will be no easier.
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Increasingly, it appears likely he will be told to give up land in exchange for some sort of security guarantees.

The land side of that “deal” will be obvious. It can be drawn on a map. Crimea: gone, says Trump. Donetsk: give all of it up, says Putin, apparently with Trump’s blessing.

But the security guarantees? That’s where far more challenging ideas, like credibility, come into play. Could Zelensky rely on the US to deliver on some NATO Article 5-type promise, to defend Ukraine if Russia breaches any peace agreement?

Putin himself might even see an opportunity to further weaken the West, by testing any such guarantees, confident they are a bluff he could call. But all that would be for the future.

For now, it looks like Zelensky will have to weigh up whether he could bring his country with him if he were to cede territory to Russia – some of it still in Ukrainian hands – or whether he and his people could bear the costs of potentially defying Trump a Nobel Peace Prize, and say no.

If he chose the latter, would the US President immediately end all remaining American support for Ukraine, in terms of military aid and intelligence sharing, for instance?

If that happened, to what extent could Zelensky’s European allies really step in and fill in the gaps left by any full US retreat?

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But for Ukrainian President Volodymyr Zelensky, today’s meeting at the White House will surely trigger awkward memories of that very public clash with the US President almost six months ago. Navigating the treacherous waters in which he finds himself today will be no easier.
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Increasingly, it appears likely he will be told to give up land in exchange for some sort of security guarantees.

The land side of that “deal” will be obvious. It can be drawn on a map. Crimea: gone, says Trump. Donetsk: give all of it up, says Putin, apparently with Trump’s blessing.

But the security guarantees? That’s where far more challenging ideas, like credibility, come into play. Could Zelensky rely on the US to deliver on some NATO Article 5-type promise, to defend Ukraine if Russia breaches any peace agreement?

Putin himself might even see an opportunity to further weaken the West, by testing any such guarantees, confident they are a bluff he could call. But all that would be for the future.

For now, it looks like Zelensky will have to weigh up whether he could bring his country with him if he were to cede territory to Russia – some of it still in Ukrainian hands – or whether he and his people could bear the costs of potentially defying Trump a Nobel Peace Prize, and say no.

If he chose the latter, would the US President immediately end all remaining American support for Ukraine, in terms of military aid and intelligence sharing, for instance?

If that happened, to what extent could Zelensky’s European allies really step in and fill in the gaps left by any full US retreat?

It is an almost impossibly hard choice before him.
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But for Ukrainian President Volodymyr Zelensky, today’s meeting at the White House will surely trigger awkward memories of that very public clash with the US President almost six months ago. Navigating the treacherous waters in which he finds himself today will be no easier.
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Increasingly, it appears likely he will be told to give up land in exchange for some sort of security guarantees.

The land side of that “deal” will be obvious. It can be drawn on a map. Crimea: gone, says Trump. Donetsk: give all of it up, says Putin, apparently with Trump’s blessing.

But the security guarantees? That’s where far more challenging ideas, like credibility, come into play. Could Zelensky rely on the US to deliver on some NATO Article 5-type promise, to defend Ukraine if Russia breaches any peace agreement?

Putin himself might even see an opportunity to further weaken the West, by testing any such guarantees, confident they are a bluff he could call. But all that would be for the future.

For now, it looks like Zelensky will have to weigh up whether he could bring his country with him if he were to cede territory to Russia – some of it still in Ukrainian hands – or whether he and his people could bear the costs of potentially defying Trump a Nobel Peace Prize, and say no.

If he chose the latter, would the US President immediately end all remaining American support for Ukraine, in terms of military aid and intelligence sharing, for instance?

If that happened, to what extent could Zelensky’s European allies really step in and fill in the gaps left by any full US retreat?

It is an almost impossibly hard choice before him.
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