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In a discussion on current consumer stock performance, the focus is on Target and its struggles alongside other companies like Domino's and Wayfair. Bank of America maintains a neutral stance on Target, which is anticipating earnings amidst consumer spending uncertainties. One analyst suggests that Target may miss its earnings expectations again, pointing to misjudgments in customer spending and inventory issues. Despite praising Brian, the CEO, for his leadership, the analyst believes that even strong CEOs are facing challenges in today's environment. The conversation shifts to Dollar General and a rotation of investments into McDonald's, with concern over inventory levels.