[Target's chair losing shareholder support](https://www.cnbc.com/2026/06/22/target-brian-cornell-shareholder-support.html) while (https://www.cnbc.com/2026/06/22/ups-healthcare-logistics-investment.html) tells you everything about where demand actually is. The market's framing this as UPS pivoting to growth sectors — but that's backwards. Healthcare logistics is where volume is *guaranteed* because it's defensive. General retail isn't.

Research these companies