Greenwood Capital's Todd Says the Consumer Is in Good Shape

The video discusses Target's sales performance, highlighting a 5.3% increase in comparative sales for the fourth quarter. Despite this, margins are declining due to high investment costs in store improvements and digital order fulfillment. The retail environment is competitive, with companies like Target and Walmart investing heavily in digital strategies to compete with Amazon. Target's digital sales grew by 31% in the fourth quarter, marking the fifth consecutive year of over 25% growth. The video also compares Target's strategies with those of Walmart and Kohl's, noting that Target trades at a lower discount than Walmart.

How does Target's trading position compare to Walmart's in the context of competition with Amazon?

What strategies are retailers like Kohl's implementing to support their digital offerings?