"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. Bill Mann discusses why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers, the inventory glut major these retailers will have to work through, Lowe's benefitting from the residential home environment, and whether Target's stock is more attractive after last week's drop. Also, Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream, and one thing investors often get wrong about Arista.
