Bill Dreher
Bill Dreher
believe colder february impact likely majority negative retailers sales sets spring store stores weather
We believe this will have a negative impact on February sales for the majority of our retailers as the much colder weather will likely impede store traffic, and sales of spring merchandise sets that are now in stores may be impacted.
began concerned investor sponsored woo
Historically, Wal-Mart has only been concerned about the consumer. But 12 years ago, Wal-Mart began to woo the investor and sponsored fieldtrips to their headquarters. These were tremendously successful,
lower translate
Not only is there top-line pressure, but this is also going to translate into lower margins,
advertising aggressive good holiday job louder stealing
I think it all comes down to Wal-Mart's aggressive advertising campaign, ... They are being much louder with their campaign, and I think they've done a good job of stealing the 'early-bird' holiday shoppers.
advertising aggressive good holiday job louder stealing
I think it all comes down to Wal-Mart's aggressive advertising campaign. They are being much louder with their campaign, and I think they've done a good job of stealing the 'early-bird' holiday shoppers.
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.
bargains best consumers game held holiday last mad minute result retailers rush spirit unknown until waited week
Consumers were not in the holiday spirit up until the last week of the holiday season, when there was a mad rush for the store. And the big unknown is the result of that game of chicken, where shoppers waited until the last minute to get the best bargains and retailers held off.
concern consumer gasoline hurting inflation last months several
There has been real concern for the last several months about hurricanes, about consumer sentiment, about gasoline inflation hurting consumer spending,
division expected limited market percent share steal total
While Kohl's is expected to steal market share from Mervyn's, it should be limited to 1 to 2 percent of total division shares.
believe sales typical unusually update warm
We believe this update is a combination of management's typical conservatism and sales sluggishness from the unusually warm weather.