Better Buy: Amazon vs. Target

Group 1 - Consumer discretionary and retail stocks, including Amazon and Target, have faced challenges, with Amazon up only 1.1% YTD and Target losing a third of its value [2] - Despite the current market conditions, some investors view Amazon and Target as attractive investment opportunities [2] - Amazon's corporate culture, instilled by founder Jeff Bezos, emphasizes a "Day One" mentality focused on customer service and innovation [4][6] Group 2 - Amazon's North America and international segments reported double-digit percentage sales growth in Q2 2025, with impressive operating income growth [5] - CEO Andy Jassy highlighted that Amazon holds only about 1% of the global retail market, indicating significant growth potential as the retail landscape shifts [6][7] - Amazon's cloud unit, AWS, experienced a 17.5% year-over-year sales increase in Q2, showcasing its continued growth despite slower growth compared to rivals [7] Group 3 - Amazon is investing in projects like Project Kuiper satellite internet service and Zoox robotaxi services, which are expected to yield substantial returns over time [8] - Both Amazon and Target are positioned as potential winning investments for patient investors, with Amazon's mindset being a key differentiator [9]