Bill Dreher
Bill Dreher
achieve aggressive allowed christmas clearly days despite lack last month plans promotions retailers sales saw strong
Clearly the last 10 days before Christmas were very strong and allowed retailers to achieve their sales plans for the month despite the lack of aggressive promotions we saw in 2002.
clearly earnings environment exit hopefully leading market momentum robust sales share translate tremendous
Clearly they're the leading broad-line retailer right now. They're going to exit this environment with tremendous market share gain, and hopefully they'll be able to translate sales momentum into robust earnings momentum.
health investors skeptical
Investors have been skeptical about the health of the U.S. consumer, and will use this to take profits.
accepted building economy gradually
It's pretty well accepted that the economy is gradually building momentum, and Kmart has declared bankruptcy,
best clearly holiday news operators strong today
The news we got today was incrementally negative, even for the best operators out there. And clearly this does not bode well for a strong holiday season.
mark stuff tend
You tend to mark down stuff when you're stuck,
ability analyze concerned customer generate good guys predict sales superior visibility
Even Wal-Mart, with their superior systems, their ability to analyze information, being able to predict sales down to the SKU and generate customer profiles, doesn't have good visibility of what's going on in 2001, which makes us concerned about the guys who don't have that ability,
appeared bang consumer expecting flooded robust sales season september
The back-to-school season started with a bang and we're expecting robust sales in September because the consumer appeared to be flooded with cash.
advertising amazing best campaign cool discount job marketing pushing shop store target
Target has the best advertising marketing campaign in retailing. They do an amazing job of elevating a discount store to a very cool destination shop and so they are always pushing the envelope.
battery build clear company efforts itself management national sale step strengthen tire unit
It's clear that the company is redoubling efforts to strengthen itself and build a competitive advantage. Anything that distracts the management from doing just that will be de-emphasized. The sale of its National Tire and Battery unit is a step in that direction.
intent last learned lessons repeating year
They've learned the lessons from last year and are intent upon not repeating the same mistakes.
anyone company earnings environment excuse improved lock month overall posting quarter rest retailers sales specific start stellar weak
There's very little excuse for anyone posting weak sales right now, ... If that is happening, it because of company specific excuses. The macro environment overall is very strong. The first month of the quarter got a stellar start and that usually put a lock on the rest of the quarter. Retailers should post improved earnings going forward.
lower translate
Not only is there top-line pressure, but this is also going to translate into lower margins,
ballpark far sales shows
It shows they're in the ballpark as far as sales go.