Travis Hoium

We've already seen weakness with restaurant stocks.

We've seen weakness in certain segments of the retail sector.

Is that something that we should at least have on our radar in 2026?

I want to get your thoughts specifically about whether you're seeing opportunities out there today.

Obviously, there's different pockets of the market, so there's maybe going to be different opportunities in different places.

But when you look at your watchlist, is a day like today a day you're going, wow, I really want to be a buyer here?

Or are you saying, hey, the cash that I do, maybe I have sitting on the sideline, I'm happy it's there, and I'm going to just let this play out?

Where's your head at, Luke?

Yeah, taking that step back can be one of the hardest things to do as an investor because, yeah, you're right.

This is a broad sell-off.

That was one of the first things I looked at this morning.

Are there specific names that are down a whole bunch, or is it just, is it everything?

And everything that I have in my watch list and in my portfolio is down kind of that same range, 3% to 5%, Matt.

So maybe we have the same stocks in our portfolio.

When we come back, we're going to get to what retailers, specifically Target, are expecting in 2026.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money with the Hidden Gems team.

Matt, we got news from Target.

This is one of the strange retailers to watch today because it's not the super discount retailer like you have from Walmart.

They seem to be doing really well.