The following video is from Wednesday's MarketFoolery podcast, in which host Chris Hill, along with analysts Matt Argersinger and Bryan Hinmon, discuss the top business and investing stories of the day.

Target's (TGT 1.03%) fourth-quater profits were better than expected, but shares sold off on the news. What's behind Wall Street's tepid reaction? To what extent does Target need to compete with Wal-Mart (WMT 0.46%)? In this installment of MarketFoolery, our analysts discuss Target's future.

The retail space is in the midst of the biggest paradigm shift since mail order took off at the turn of last century. Only the most forward-looking and capable companies will survive, and they'll handsomely reward investors who understand the landscape. You can read about the 3 Companies Ready to Rule Retail in The Motley Fool's special report. Uncovering these top picks is free today; just click here to read more.

The relevant video segment can be found between 3:17 and 6:44.

For the full video of today's MarketFoolery, click here.