Anthony Chukumba
Anthony Chukumba
drivers growth half home issue limited nearly opportunity sales
New growth drivers are more of an issue for Home Depot than Lowe's. Lowe's domestically still has about half the sales of Home Depot. To some extent, Home Depot's growth opportunity is limited in the U.S. where it already has nearly 2,000 stores.
extent fourth guidance looking people quarter surprised weaker
I was a little surprised that the fourth quarter guidance at the mid-point is a little weaker than people were looking for ... but to some extent that?s nit-picking.
concerned cost focus huge investors odd strikes terribly
It strikes me as a little odd because he's got such a huge focus on cost cutting. I don't think investors are going to be terribly concerned about it.
fewer fix needs people problem selling stores
Pier 1 needs to fix the problem with its merchandise. Fewer people are going into their stores because they're not selling anything different,
expect
If there's a way to do this on the cheap, or cheaper, I would expect that from him.
additional evidence exclude fact furniture improving market miller office orders percent riding sales sort
When you exclude those ... dealerships, the fact that sales were up 15 percent and orders were up 19 is additional evidence that the U.S. office furniture market is improving and Herman Miller is sort of riding the wave.
performance strip
When you strip everything out, the performance is pretty much as expected.