Stock Markets May 19, 2026 09:07 AM

Target Hires Former Walmart Supply Chain Executive as Part of CEO’s Turnaround Plan

Jeff England to lead supply chain as Target doubles down on inventory, in-store experience and same-day delivery improvements

By Leila Farooq TGT

Target has appointed Jeff England, a former Walmart supply chain executive, as its chief supply chain officer. The move is part of CEO Michael Fiddelke’s management shakeup aimed at improving efficiency, stabilizing inventory and accelerating same-day delivery across the retailer’s roughly 2,000 U.S. stores. England will join from building materials supplier QXO and succeeds long-time Target executive Gretchen McCarthy.

Target Hires Former Walmart Supply Chain Executive as Part of CEO’s Turnaround Plan
TGT

Key Points

  • Target named Jeff England, a former Walmart supply chain executive, as chief supply chain officer; he will join from QXO and succeeds Gretchen McCarthy.
  • CEO Michael Fiddelke has invested in leadership changes and announced a roughly $6 billion plan to improve inventory management, in-store experience and delivery times, including expanding same-day delivery from about 2,000 U.S. stores.
  • Target opened its first upstream "receive center" in Houston on April 29 to help maintain in-stock levels while avoiding crowding at stores and distribution centers; the company is also directing more investment to store employees and cutting some corporate roles.

May 19 - Target said on Tuesday that Jeff England, who previously held senior supply chain roles at Walmart, will become the company’s chief supply chain officer as CEO Michael Fiddelke continues to reconfigure the retailer’s leadership team to pursue greater operational efficiency and renewed sales momentum.

England will take over from company veteran Gretchen McCarthy and is scheduled to join Target at the end of this month. He currently serves as chief supply chain officer at building materials supplier QXO and spent 2004 to 2022 at Walmart in a series of roles, including senior vice president for supply chain.

The appointment is one of several senior-level changes put in place since Fiddelke became CEO in February. Other additions to the leadership roster under his tenure include Cara Sylvester as chief merchandising officer and Lisa Roath as chief operating officer.

Fiddelke has made clear that restoring growth and improving margins are priorities after several quarters of soft sales. The company earlier announced a roughly $6 billion plan focused on improving inventory management, the in-store customer experience and delivery speed. In March, Fiddelke told investors the company saw "opportunity for efficiency within supply chain" as part of efforts to boost in-stock levels and expand same-day delivery from its approximately 2,000 U.S. stores.

As an element of that strategy, Target opened its first "receive center" - described as an upstream warehouse - on April 29 in Houston. The facility is intended to consolidate vendor inventory from around the country so stores can maintain in-stock positions without causing overcrowding at stores or distribution centers.

Beyond warehouse and delivery changes, the company is directing more investment to store-level employees while trimming some corporate roles. Target also cut prices on about 3,000 products earlier this year as part of broader efforts to support sales.

The leadership changes and operational investments come ahead of Target’s quarterly results, which the company is scheduled to report on Wednesday amid a heavy retail earnings week. Investors will be watching for management commentary on consumer spending trends, including the impacts of high inflation and supply chain volatility related to the Iran war.


Context and next steps

  • Jeff England will join Target from QXO and succeeds Gretchen McCarthy.
  • Target has announced a roughly $6 billion plan to improve inventory, stores and delivery times, and opened its first receive center in Houston on April 29.
  • Senior hires under CEO Michael Fiddelke since February also include Cara Sylvester (chief merchandising officer) and Lisa Roath (chief operating officer).

Risks

  • Execution risk on the roughly $6 billion plan to improve inventory and delivery - if improvements do not materialize, in-stock levels and delivery scale-up could fall short, affecting retail and logistics operations.
  • Investor sensitivity to quarterly results and commentary on consumer spending amid high inflation and supply chain volatility related to the Iran war - this could influence market reaction to Target’s performance and strategy.
  • Operational challenges in scaling same-day delivery from roughly 2,000 stores while preventing overcrowding at stores and distribution centers - this affects retail, e-commerce and logistics sectors.

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