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Les bénéfices de Target ne sont pas au rendez-vous et pourquoi la grève dans le port américain n’est pas à blâmer

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Voici ce qui s’est passé"/><meta property="og:description" content="Les problèmes du détaillant, qui ont fait chuter son stock de 21 % à son plus bas niveau depuis un an, vont bien au-delà des frais d’expédition et d’un excédent de stocks"/><meta property="og:image" content="https://i.kinja-img.com/image/upload/c_fill,h_675,pg_1,q_80,w_1200/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg"/><meta property="og:url" content="https://fr.qz.com/objectif-t3-2024-benefices-manquants-greve-portuaire-of-1851705330"/><meta property="og:locale" content="fr_FR"/><meta property="og:site_name" content="Quartz en Français"/><link rel="shortcut icon" type="image/png" href="https://i.kinja-img.com/image/upload/c_fill,h_80,q_80,w_80/4716932d29f4ef6064940c18eaab1f3d.png"/><link rel="apple-touch-icon" type="image/png" href="https://i.kinja-img.com/image/upload/c_fill,h_200,q_80,w_200/4716932d29f4ef6064940c18eaab1f3d.png"/><meta name="msapplication-square70x70logo" content="https://i.kinja-img.com/image/upload/c_fill,h_80,q_80,w_80/4716932d29f4ef6064940c18eaab1f3d.png"/><meta name="msapplication-square150x150logo" content="https://i.kinja-img.com/image/upload/c_fill,h_200,q_80,w_200/4716932d29f4ef6064940c18eaab1f3d.png"/><link rel="alternate" type="application/rss+xml" title="Quartz en Français - All stories" href="https://fr.qz.com/rss"/><link rel="canonical" href="https://fr.qz.com/objectif-t3-2024-benefices-manquants-greve-portuaire-of-1851705330"/><meta name="keywords" content="Quartz en Français"/><meta name="news_keywords" content="Quartz en Français"/><meta property="fb:app_id" content="602231513195606"/><meta name="twitter:url" content="https://fr.qz.com/objectif-t3-2024-benefices-manquants-greve-portuaire-of-1851705330"/><meta name="twitter:card" content="summary_large_image"/><meta name="twitter:site" content="qz"/><meta name="twitter:title" content="La baisse des bénéfices de Target n’est pas liée à la grève dans le port américain. 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collapsed-ad"></span></div></div></div><div class="sc-157agsr-1 sc-157agsr-2 bDcOAo ivPAJA"><div class="js_privacy_policy"></div><div class="sc-9tztzq-3 iqvmIY"><div class="sc-235a11-0 gvExkh"><a class="sc-1out364-0 dPMosf sc-fek4t4-0 gSkeaw js_link" data-ga="[[&quot;Permalink meta&quot;,&quot;Channel click&quot;,&quot;/actualite-business&quot;]]" href="/actualite-business"><div class="sc-fek4t4-1 bmGKQq">Actualité Business</div></a></div><header class="sc-1efpnfq-1 blDizU"><h1 class="sc-1efpnfq-0 cYyCmI">La baisse des bénéfices de Target n’est pas liée à la grève dans le port américain. Voici ce qui s’est passé</h1></header><h2 class="sc-1xcxnn7-0 fCEKlY js_regular-subhead">Les problèmes du détaillant, qui ont fait chuter son stock de 21 % à son plus bas niveau depuis un an, vont bien au-delà des frais d’expédition et d’un excédent de stocks</h2></div></div><div class="sc-157agsr-0 kQaSNa"><main class="sc-11qwj9y-1 dAHyXr"><div class="sc-11qwj9y-0 gkxmUx"><script type="application/ld+json">{"@type":"NewsArticle","@context":"http://schema.org","url":"https://fr.qz.com/objectif-t3-2024-benefices-manquants-greve-portuaire-of-1851705330","author":[{"@type":"Person","name":"Francisco Velasquez"}],"headline":"La baisse des bénéfices de Target n’est pas liée à la grève dans le port américain. Voici ce qui s’est passé","description":"Les problèmes du détaillant, qui ont fait chuter son stock de 21 % à son plus bas niveau depuis un an, vont bien au-delà des frais d’expédition et d’un excédent de stocks","dateline":"11/21/2024 at 14:35","datePublished":"2024-11-21T14:35:00-05:00","dateModified":"2024-11-21T14:38:45-05:00","mainEntityOfPage":{"@type":"WebPage","url":"https://fr.qz.com/objectif-t3-2024-benefices-manquants-greve-portuaire-of-1851705330"},"mentions":[{"@type":"Corporation","@context":"http://schema.org","name":"Comcast Corporation Class A Common Stock","tickerSymbol":"CMCSA","url":"https://qz.com/quote/CMCSA"},{"@type":"Corporation","@context":"http://schema.org","name":"Jefferies Financial Group Inc.","tickerSymbol":"JEF","url":"https://qz.com/quote/JEF"},{"@type":"Corporation","@context":"http://schema.org","name":"Target Corporation","tickerSymbol":"TGT","url":"https://qz.com/quote/TGT"},{"@type":"Corporation","@context":"http://schema.org","name":"Walmart Inc.","tickerSymbol":"WMT","url":"https://qz.com/quote/WMT"}],"image":{"@type":"ImageObject","height":675,"width":1200,"url":"https://i.kinja-img.com/image/upload/c_fill,h_675,pg_1,q_80,w_1200/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg","thumbnail":{"@type":"ImageObject","height":180,"width":320,"url":"https://i.kinja-img.com/image/upload/c_fill,h_180,pg_1,q_80,w_320/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg"}},"isAccessibleForFree":"False","hasPart":{"@type":"WebPageElement","isAccessibleForFree":"False","cssSelector":".js_regwalled-content"},"articleBody":"Lorsque la cible (TGT) les revenus ont chuté de façon drastique en deçà des attentes mercredi, les dirigeants ont indiqué la grève dans le port américain comme un facteur clé. Cependant, les problèmes du détaillant — qui ont fait baisser son stock de 21 % à son plus bas en un an — sont bien plus profonds que les frais d’expédition et un excès de stocks. \n\nCible importé un nombre similaire de conteneurs de fret pendant les mois clés de l’été comme ce s’est fait en 2023, bien avant que la grève devienne majeure problème, comme rapporté par CNBC (CMCSA), qui cite les données commerciales d’ImportGenius, une entreprise spécialisée dans le secteur du commerce international.\n\nLors de la conférence téléphonique sur les résultats de Target le 20 novembre, le PDG Brian Cornell a reconnu que la société « était confrontée à des défis en matière de chaîne d’approvisionnement » liés aux grèves dans les ports de la côte Est et du Golfe, mais a expliqué que Target s’était adaptée en « modifiant les délais d’expédition et en réacheminant les livraisons vers d’autres ports », afin de s’assurer d’avoir des stocks pour le quatrième trimestre. \n\nCes changements, associés à une demande plus faible dans les catégories discrétionnaires, ont conduit à des niveaux de stocks plus élevés que la normale plus tôt dans l’année, entraînant une augmentation des coûts pour la chaîne d’approvisionnement de l’entreprise, a noté Cornell. \n\nCependant, les importations pendant les mois d’été, en particulier en juillet et en août, ont été constantes par rapport aux années précédentes, sans augmentation majeure suggérant une ruée de marchandises pour anticiper la grève. Target a en fait augmenté le nombre de conteneurs arrivant dans ses ports de la côte ouest.\n\nSi la grève n’est pas trop responsable de la mauvaise performance de Target, qu’est-ce qui l’est ? Les analystes de Jefferies (JEF) a déclaré dans une note de recherche que Target avait mal jugé demande des consommateurs et prix. Malgré l’importation de plus de marchandises que Walmart (WMT) de 1,2 milliard de dollars, le détaillant a eu du mal à attirer des clients dans des catégories clés, même si les acheteurs recherchaient de plus en plus tourné vers les concurrents pour les produits essentiels comme les produits d’épicerie, les vêtements et les articles de soins personnels. \n\nEn mai, Target a révélé son intention de réduire les prix sur 5 000 articles, et en octobre, la société a élargi cette initiative pour inclure un supplémentaire 2 000 produits, couvrant des catégories telles que la nourriture, les médicaments contre le rhume et les produits essentiels pour bébés. Target a déclaré qu’il visait à réduire les prix sur 10 000 articles pendant la période des fêtes. Cependant, certains articles – comme les déodorants et les sous-vêtements – seront rester verrouillé derrière des étagères en verre en raison de risques de vol. \n\nBien que Target n’ait pas été traditionnellement considéré comme un leader en matière de prix, les analystes ont déclaré à Quartz plus tôt cette semaine que l’accent mis sur des prix compétitifs a aidé le détaillant à attirer davantage d’acheteurs soucieux de leur budget dans l’environnement de consommation prudent d’aujourd’hui. Cependant, cela n’a pas été suffisant pour inverser la tendance. \n\nPendant ce temps, le principal rival de Target, Walmart, a rapporté de solides résultats trimestriels le 19 novembre, continue son succès, par restauration à tous les niveaux de revenus des consommateurs, en particulier à ceux dont le revenu du ménage est supérieur à 100 000 $ et qui ont représenté 75 % de ses ventes ce trimestre.\n\n","keywords":[],"publisher":{"@type":"Organization","@context":"http://schema.org","name":"Quartz en Français","url":"https://fr.qz.com","logo":{"@type":"ImageObject","width":500,"url":"https://x.kinja-static.com/assets/images/logos/newsletter/quartz-500px.png"},"sameAs":["https://www.facebook.com/quartznews","https://www.youtube.com/channel/UC9f78Z5hgtDt0n8JWyfBk8Q","https://twitter.com/qz","https://instagram.com/qz"]},"video":[]}</script><div class="js_starterpost"><div class="sc-1fofo4n-0 dvJeFx"><div class="sc-83o472-4 jxOBOC"><div class="sc-83o472-0 ehisvA"><div class="sc-83o472-10 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id="Combined-Shape"></path></g></g></g></g></g></svg></span></span></a></div></div></div></div><div class="js_regwalled-content"><div data-is-expanded="true" class="sc-goou3z-0 iVaXtO"><div><div class="sc-xs32fe-0 hKyVvC js_post-content"><figure class="sc-1eow4w5-1 fuSEnv align--bleed js_marquee-assetfigure" id="" data-id="e89d2924d5d3f8d4e30a92f8b679ee5a" data-recommend-id="image://e89d2924d5d3f8d4e30a92f8b679ee5a" data-format="jpg" data-width="8000" data-height="5000" data-lightbox="true" data-recommended="false" data-hide="false" contenteditable="false" draggable="false"><div class="sc-1eow4w5-2 fDJNBs has-data img-wrapper" contenteditable="false" style="max-width:8000px" data-link-reference="" data-link-target="" data-syndicationrights="true" data-imagerights="getty" data-hide="false" data-hidecredit="false"><span class="sc-1eow4w5-0 knmQPh js_lightbox-wrapper"><div class="sc-1m41dwj-0 jwxrZb magnifier js_lightbox lightbox hide"><span class="sc-iyvn34-0 keEGDF"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" aria-label="ZoomIn icon" viewBox="0 0 18 18"><path fill-rule="evenodd" d="M10.5 1a6.5 6.5 0 1 1-4.23 11.44l-4.42 4.41a.5.5 0 0 1-.7-.7l4.41-4.42A6.5 6.5 0 0 1 10.5 1zm0 1a5.5 5.5 0 1 0 0 11 5.5 5.5 0 0 0 0-11zm0 2c.28 0 .5.22.5.5V7h2.5a.5.5 0 0 1 .5.41v.09a.5.5 0 0 1-.5.5H11v2.5a.5.5 0 0 1-.41.5h-.09a.5.5 0 0 1-.5-.5V8H7.5a.5.5 0 0 1-.5-.41V7.5c0-.28.22-.5.5-.5H10V4.5a.5.5 0 0 1 .41-.5z"></path></svg></span></div><div style="padding-bottom:62.5%" class="sc-1eow4w5-3 hGpdBg"><picture class="sc-epkw7d-0 diKDHf"><source media="(max-width: 37.31em)" type="image/jpeg" srcset="https://i.kinja-img.com/image/upload/c_fit,q_60,w_645/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg"/><source media="(min-width: 37.37em)" type="image/jpeg" srcset="https://i.kinja-img.com/image/upload/c_fit,q_60,w_1315/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg"/><img alt="Image de l&#x27;article intitulé La baisse des bénéfices de Target n’est pas liée à la grève dans le port américain. Voici ce qui s’est passé" data-chomp-id="e89d2924d5d3f8d4e30a92f8b679ee5a" data-format="jpg" data-height="5000" data-alt="Image de l&#x27;article intitulé La baisse des bénéfices de Target n’est pas liée à la grève dans le port américain. Voici ce qui s’est passé" data-anim-src="" src="https://i.kinja-img.com/image/upload/c_fit,q_60,w_645/e89d2924d5d3f8d4e30a92f8b679ee5a.jpg"/></picture></div></span><div class="sc-1xgz690-0 hvSdOV image-meta"><figcaption class="sc-7s1ndr-0 KimBL no-caption">Image<!-- -->: <!-- -->MicroStockHub<!-- --> (<!-- -->Getty Images<!-- -->)</figcaption></div></div><span data-id="e89d2924d5d3f8d4e30a92f8b679ee5a" data-recommend-id="image://e89d2924d5d3f8d4e30a92f8b679ee5a" data-format="jpg" data-width="8000" data-height="5000" data-lightbox="true" data-recommended="false" data-hide="false" class="js_recommend"></span></figure><div class="sc-r43lxo-1 cwnrYD"><p class="sc-77igqf-0 fnnahv">Lorsque la cible (<span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/quote/TGT&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/quote/TGT" target="_blank" rel="noopener noreferrer"><span>TGT<span class="sc-q761pc-0 UOJEP"><span>+2.83%</span><span class="sc-iyvn34-0 keEGDF"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="17.6" aria-label="Curved triangle icon"><path d="M9.134.573a1 1 0 0 1 1.732 0l8.923 15.454a1 1 0 0 1-.866 1.5H1.077a1 1 0 0 1-.866-1.5z"></path></svg></span></span></span></a></span>) <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-q3-2025-earnings-stock-price-cuts-retail-1851703612&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-q3-2025-earnings-stock-price-cuts-retail-1851703612" target="_blank" rel="noopener noreferrer">les revenus ont chuté de façon drastique</a></span> en deçà des attentes mercredi, les dirigeants ont indiqué la grève dans le port américain comme un facteur clé. Cependant, les problèmes du détaillant — qui ont fait baisser son stock de 21 % à son plus bas en un an — sont bien plus profonds que les frais d’expédition et un excès de stocks. </p><div class="sc-1needdh-1 gRtQsx"><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div></div><p class="sc-77igqf-0 fnnahv"><span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-black-friday-2024-deals-apple-airpods-ipod-1851698575&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-black-friday-2024-deals-apple-airpods-ipod-1851698575" target="_blank" rel="noopener noreferrer">Cible</a></span> importé un nombre similaire de <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/us-export-empty-containers-east-and-gulf-coast-strike-1851663677&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/us-export-empty-containers-east-and-gulf-coast-strike-1851663677" target="_blank" rel="noopener noreferrer">conteneurs de fret</a></span> pendant les mois clés de l’été comme ce s’est fait en 2023, bien avant que la grève devienne majeure <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://www.cnbc.com/2024/11/21/target-big-earnings-miss-consumer-demand-decline.html&quot;,{&quot;metric25&quot;:1}]]" href="https://www.cnbc.com/2024/11/21/target-big-earnings-miss-consumer-demand-decline.html" target="_blank" rel="noopener noreferrer">problème</a></span>, comme rapporté par CNBC (<span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/quote/CMCSA&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/quote/CMCSA" target="_blank" rel="noopener noreferrer"><span>CMCSA<span class="sc-q761pc-0 biSkGQ"><span>-0.23%</span><span class="sc-iyvn34-0 keEGDF"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="17.6" aria-label="Curved triangle icon"><path d="M9.134.573a1 1 0 0 1 1.732 0l8.923 15.454a1 1 0 0 1-.866 1.5H1.077a1 1 0 0 1-.866-1.5z"></path></svg></span></span></span></a></span>), qui cite les données commerciales d’ImportGenius, une entreprise spécialisée dans le secteur du commerce international.</p><p class="sc-77igqf-0 fnnahv">Lors de la conférence téléphonique sur les résultats de Target le 20 novembre, le PDG Brian Cornell a reconnu que la société « était confrontée à des défis en matière de chaîne d’approvisionnement » liés aux grèves dans les ports de la côte Est et du Golfe, mais a expliqué que Target s’était adaptée en « modifiant les délais d’expédition et en réacheminant les livraisons vers d’autres ports », afin de s’assurer d’avoir des stocks pour le quatrième trimestre. </p><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-dfp-site-code="gm.qz.fr" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;,&quot;postId&quot;:&quot;1851705330&quot;,&quot;blogName&quot;:&quot;frquartz&quot;,&quot;tags&quot;:&quot;&quot;,&quot;channel&quot;:&quot;actualite-business&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div><p class="sc-77igqf-0 fnnahv">Ces changements, associés à une demande plus faible dans les catégories discrétionnaires, ont conduit à des niveaux de stocks plus élevés que la normale plus tôt dans l’année, entraînant une augmentation des coûts pour la chaîne d’approvisionnement de l’entreprise, a noté Cornell. </p><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-dfp-site-code="gm.qz.fr" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;,&quot;postId&quot;:&quot;1851705330&quot;,&quot;blogName&quot;:&quot;frquartz&quot;,&quot;tags&quot;:&quot;&quot;,&quot;channel&quot;:&quot;actualite-business&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div><p class="sc-77igqf-0 fnnahv">Cependant, les importations pendant les mois d’été, en particulier en juillet et en août, ont été constantes par rapport aux années précédentes, sans augmentation majeure suggérant une ruée de marchandises pour anticiper la grève. Target a en fait augmenté le nombre de conteneurs arrivant dans ses ports de la côte ouest.</p><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-dfp-site-code="gm.qz.fr" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;,&quot;postId&quot;:&quot;1851705330&quot;,&quot;blogName&quot;:&quot;frquartz&quot;,&quot;tags&quot;:&quot;&quot;,&quot;channel&quot;:&quot;actualite-business&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div><p class="sc-77igqf-0 fnnahv">Si la grève n’est pas trop responsable de la mauvaise performance de Target, qu’est-ce qui l’est ? Les analystes de Jefferies (<span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/quote/JEF&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/quote/JEF" target="_blank" rel="noopener noreferrer"><span>JEF<span class="sc-q761pc-0 biSkGQ"><span>-0.66%</span><span class="sc-iyvn34-0 keEGDF"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="17.6" aria-label="Curved triangle icon"><path d="M9.134.573a1 1 0 0 1 1.732 0l8.923 15.454a1 1 0 0 1-.866 1.5H1.077a1 1 0 0 1-.866-1.5z"></path></svg></span></span></span></a></span>) a déclaré dans une note de recherche que Target avait mal jugé <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/walmart-weight-loss-boom-ozempic-wegovy-sales-decline-1851702779&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/walmart-weight-loss-boom-ozempic-wegovy-sales-decline-1851702779" target="_blank" rel="noopener noreferrer">demande des consommateurs</a></span> et prix. Malgré l’importation de plus de marchandises que Walmart (<span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/quote/WMT&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/quote/WMT" target="_blank" rel="noopener noreferrer"><span>WMT<span class="sc-q761pc-0 UOJEP"><span>+0.62%</span><span class="sc-iyvn34-0 keEGDF"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="17.6" aria-label="Curved triangle icon"><path d="M9.134.573a1 1 0 0 1 1.732 0l8.923 15.454a1 1 0 0 1-.866 1.5H1.077a1 1 0 0 1-.866-1.5z"></path></svg></span></span></span></a></span>) de 1,2 milliard de dollars, le détaillant a eu du mal à attirer des clients dans des catégories clés, même si les acheteurs recherchaient de plus en plus <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/amazon-black-friday-2024-deals-apple-ipad-airpod-1851695228&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/amazon-black-friday-2024-deals-apple-ipad-airpod-1851695228" target="_blank" rel="noopener noreferrer">tourné vers les concurrents</a></span> pour les produits essentiels comme les produits d’épicerie, les vêtements et les articles de soins personnels. </p><p class="sc-77igqf-0 fnnahv">En mai, Target a révélé son intention de réduire les prix sur <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-discounts-price-cuts-memorial-day-july-4th-sales-1851487887&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-discounts-price-cuts-memorial-day-july-4th-sales-1851487887" target="_blank" rel="noopener noreferrer">5 000 articles</a></span>, et en octobre, la société a élargi cette initiative pour inclure un supplémentaire <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-price-cuts-holiday-season-retail-consumers-1851678212&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-price-cuts-holiday-season-retail-consumers-1851678212" target="_blank" rel="noopener noreferrer">2 000 produits</a></span>, couvrant des catégories telles que la nourriture, les médicaments contre le rhume et les produits essentiels pour bébés. Target a déclaré qu’il visait à réduire les prix sur <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://corporate.target.com/press/release/2024/10/target-will-reduce-prices-on-more-than-2,000-items-to-help-consumers-save-this-holiday-season&quot;,{&quot;metric25&quot;:1}]]" href="https://corporate.target.com/press/release/2024/10/target-will-reduce-prices-on-more-than-2,000-items-to-help-consumers-save-this-holiday-season" target="_blank" rel="noopener noreferrer">10 000 articles</a></span> pendant la période des fêtes. Cependant, certains articles – comme les déodorants et les sous-vêtements – seront <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-ceo-brian-cornell-retail-crime-walmart-1851658616?_gl=1*jowcsq*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA..&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-ceo-brian-cornell-retail-crime-walmart-1851658616?_gl=1*jowcsq*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA.." target="_blank" rel="noopener noreferrer">rester verrouillé</a></span> derrière des étagères en verre en raison de risques de vol. </p><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-dfp-site-code="gm.qz.fr" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;,&quot;postId&quot;:&quot;1851705330&quot;,&quot;blogName&quot;:&quot;frquartz&quot;,&quot;tags&quot;:&quot;&quot;,&quot;channel&quot;:&quot;actualite-business&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div><p class="sc-77igqf-0 fnnahv">Bien que Target n’ait pas été traditionnellement considéré comme un leader en matière de prix, les analystes ont déclaré à Quartz <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/target-q3-2025-earnings-retail-walmart-amazon-consumers-1851702946&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/target-q3-2025-earnings-retail-walmart-amazon-consumers-1851702946" target="_blank" rel="noopener noreferrer">plus tôt cette semaine</a></span> que l’accent mis sur des prix compétitifs a aidé le détaillant à attirer davantage d’acheteurs soucieux de leur budget dans l’environnement de consommation prudent d’aujourd’hui. Cependant, cela n’a pas été suffisant pour inverser la tendance. </p><div class="sc-166b7vj-0 eEDRKr js_ymal-below-post" data-vtas-click="inner:Recommendation:ymal-below-post"></div><div class="sc-7pt2sm-0 kGSzqB js_more-below-post" data-vtas-click="inner:Recommendation:more-below-post"></div><p class="sc-77igqf-0 fnnahv">Pendant ce temps, le principal rival de Target, Walmart, a rapporté <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/walmart-q3-2025-earnings-inflation-holiday-shopping-1851702081?_gl=1*1r087sp*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA..&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/walmart-q3-2025-earnings-inflation-holiday-shopping-1851702081?_gl=1*1r087sp*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA.." target="_blank" rel="noopener noreferrer">de solides résultats trimestriels</a></span> le 19 novembre, <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/walmart-q3-2024-earnings-inflation-shoppers-income-1851702304?_gl=1*128mtri*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA..&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/walmart-q3-2024-earnings-inflation-shoppers-income-1851702304?_gl=1*128mtri*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA.." target="_blank" rel="noopener noreferrer">continue son succès</a></span>, par <span><a class="sc-1out364-0 dPMosf sc-145m8ut-0 eqRerm js_link" data-ga="[[&quot;Embedded Url&quot;,&quot;External link&quot;,&quot;https://qz.com/walmart-raises-prices-if-trump-tariff-proposal-retail-1851702964?_gl=1*128mtri*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA..&quot;,{&quot;metric25&quot;:1}]]" href="https://qz.com/walmart-raises-prices-if-trump-tariff-proposal-retail-1851702964?_gl=1*128mtri*_ga*MTkzNTUxMDgwMy4xNzI0MjQ2NjI3*_ga_V4QNJTT5L0*MTczMjIxMzYwNi4xOTUuMS4xNzMyMjE2MjY5LjYwLjAuMA.." target="_blank" rel="noopener noreferrer">restauration</a></span> à tous les niveaux de revenus des consommateurs, en particulier à ceux dont le revenu du ménage est supérieur à 100 000 $ et qui ont représenté 75 % de ses ventes ce trimestre.</p><div class="sc-17kx9cd-5 bHUtBb js_ad-mobile-dynamic js_ad-dynamic ad-mobile-dynamic"><div class="sc-17kx9cd-1 sc-17kx9cd-2 bGgkuB cLmdPT"></div><div class="sc-17kx9cd-4 bNaldZ ad-unit ad-mobile"><div class="sc-17kx9cd-0 fjNuCW">Publicité</div><div is="bulbs-dfp" class="ad-container dfp dfp-slot-MOBILE_IN_POST ad-mobile placement-default" data-dfp-site-code="gm.qz.fr" data-ad-unit="MOBILE_IN_POST" data-targeting="{&quot;pos&quot;:&quot;mobile_inpost&quot;,&quot;postId&quot;:&quot;1851705330&quot;,&quot;blogName&quot;:&quot;frquartz&quot;,&quot;tags&quot;:&quot;&quot;,&quot;channel&quot;:&quot;actualite-business&quot;}"></div><div class="bt-wrapper"><span data-uid="5d260804c9-384" class="bt-uid-tg" style="display:none !important;text-align:center" data-css-selector="ad-container.ad-mobile"></span></div></div><div class="sc-17kx9cd-1 sc-17kx9cd-3 bGgkuB kTRrxu"></div></div><div class="sc-jvwaxw-0 jrUrcw"><p>Ce contenu a été traduit automatiquement à partir du texte original. De légères différences résultant de la traduction automatique peuvent apparaître. Pour la version originale, <a class="sc-1out364-0 dPMosf js_link" href="https://qz.com/target-q3-2024-earnings-miss-port-strike-supply-demand-1851705255"> cliquez ici</a>.</p></div></div></div><div class="js_liveblog-controls"></div><div class="js_qanda-controls"></div><div data-list-slug="daily-brief" class="sc-73739c-0 dRBWNx js_qz_newsletter_signup_placeholder"><div class="sc-tmdvvg-0 fbSaxz"><h2 class="sc-tmdvvg-1 hzsltP">📬 <!-- -->Sign up for the Daily Brief</h2><div class="sc-tmdvvg-3 bCMkmt"><p class="sc-tmdvvg-2 hyNpDG">Our free, fast, and fun briefing on the global economy, delivered every weekday morning.</p><form class="sc-tmdvvg-4 evhFBI"><div class="sc-zguhvl-1 dnNNmW"><label class="sc-zguhvl-4 ixtKMb"></label><label class="sc-1k7q01z-0 kESHJc field"><input type="email" placeholder="Enter email address" value="" name="newsletter-signup-email" required="" class="sc-zguhvl-0 QBnjK"/></label></div><button disabled="" type="submit" aria-label="Sign me up" class="sc-peggds-2 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