Daniel Binder

Family Dollar has adopted a "poison pill" that could repel any potential hostile takeover attempt by activist investor Carl Icahn. But some analysts say a sale, merger or executive shakeup at the company looks increasingly likely. Icahn said Friday that he has bought 9.4 percent of the company. That means that more than 22 percent of the company's shares are controlled by activist investors, including John Paulson's hedge fund and Nelson Peltz, who tried to buy the company in 2011. 

The bad news keeps coming for Target. Jefferies analyst Daniel Binder said on Thursday that the retailer could face between $400 million and $1.1 billion in fines from the data breach that impacted up to 110 million shoppers, which "could be significant and higher than we first thought." That estimate doesn't incorporate lost sales or customer goodwill from the breach. It also doesn't account for potential negative side effects from signing up fewer loyalty card members or lower usage from existing cardholders.