Rachel Warren
👤 SpeakerAppearances Over Time
Podcast Appearances
inventory efficiently, how they manage some of these AI-powered tools, how they're able to resonate with consumers in the next few years is really going to be key to that turnaround.
I don't think it's going to be more of the same.
I do think there's some very specific changes he wants to implement once he's officially in the CEO role.
But I think that there is and should be a healthy level of questioning from investors of what this is going to look like moving forward.
I think if you're an investor,
that's looking for a well-funded dividend.
Maybe this is a business that's intriguing, but certainly lagging behind its peers like Walmart and many others.
I mean, we talked about a few weeks ago how Target wasn't exactly forecasting generous growth expectations for the Black Friday season, which as we know is a really key growth area for a lot of retailers.
So I think how they implement these changes in the next few years is going to be key.
And I think there's still a lot of questions about what that's going to look like.
I do think they could make a comeback.
How they execute is key, though.
And this is a stock I'm watching with, I think, a fair amount of caution, like a lot of investors right now.
I will note with Crocs, they have had their fair share of rebrands over the years.