Bill Kirk

Tariffs one, Walmart two, consumer health three. And then the boycott kind of comes in with that consumer health. Like, how's that consumer feeling about Target? So I guess I would list it fourth.

Tariffs one, Walmart two, consumer health three. And then the boycott kind of comes in with that consumer health. Like, how's that consumer feeling about Target? So I guess I would list it fourth.

Among the companies I cover, Target sources the most product internationally. They import the most stuff, more than even Walmart.

Among the companies I cover, Target sources the most product internationally. They import the most stuff, more than even Walmart.

This so far has been a lot smaller than the boycott that Target initially went through. The boycott Target initially went through was about five points of their business, about five percentage points, five percent of their business went away.

This so far has been a lot smaller than the boycott that Target initially went through. The boycott Target initially went through was about five points of their business, about five percentage points, five percent of their business went away.

And this so far does not seem like a five points of business, but that's why it's a risk everybody needs to pay attention to, because if it does get bigger, things get worse quickly.

And this so far does not seem like a five points of business, but that's why it's a risk everybody needs to pay attention to, because if it does get bigger, things get worse quickly.

We're trying to monitor just how loud it gets and if it starts to kind of escape maybe the groups that are organizing it. Because once it gets out of that immediate group, then it becomes a kind of a real boycott.

We're trying to monitor just how loud it gets and if it starts to kind of escape maybe the groups that are organizing it. Because once it gets out of that immediate group, then it becomes a kind of a real boycott.