News Summary

• Target is betting on the steady hand of 20-year veteran Michael Fiddelke to succeed Brian Cornell in February 2026.
• The contrast with Electronic Arts’ dramatic performance turnaround under Andrew Wilson provides strategic leaders a cautionary tale.
• Andrew Wilson’s EA demonstrates that a bold refocus on the end-user can reinvigorate an organization, set off a cultural reset, and drive exceptional results.
• If Target hopes to engineer an inflection as EA did, it will take more than tweaks.
• It will take putting the customer—not just processes—first.