Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.
Market Outsiders
Target Tanks & Capital One / Discover Merger Finalized (May 21, 2025)
In this Wednesday Market Outsiders, Namaan and Jenny Rae break down Target’s 30% stock drop after a weak Q1 earnings report.
With comparable sales down and store traffic falling, they argue Target’s deeper issues - like a shaky value proposition and no membership model - are more to blame than broad consumer weakness.
They also unpack the finalized Capital One–Discover merger, exploring how it could challenge the Visa-Mastercard duopoly and reshape the U.S. payments market by introducing more competition - and potentially better deals - for consumers and merchants alike.
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