Bill Dreher
Bill Dreher
confusion difficult easter february horrible march numbers pushed sales state turn weak
I think there's a lot of confusion about the state of the consumer. We had weak numbers in January. February sales were pushed down by horrible weather, and now March could be weak because of the Easter shift. It's difficult to see how things are going to turn out.
continue disconnect fourth growth inventory major next problems quarter sales
Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.
continue disconnect fourth growth inventory major next problems quarter sales
Kohl's is having a major disconnect with its customers, ... The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.
customer discount earnings expect generating increases people price rational retailers sales seeing solid strong traffic
People are being much more rational with their expenditures. That's why we're seeing these discount price retailers generating strong customer traffic and solid sales increases. And we expect strong earnings increases from them.
boost retail sales
I think high-end retail sales will get a boost from this news.
forty holiday percent sales week woods wrapped
We're not out of the woods yet. Forty percent of holiday sales are wrapped up in the week before Christmas.
adding apparel brands continues fits food momentum name operating position sales strong success taking thesis tremendous
Wal-Mart continues to show strong momentum and operating performance. Its food and apparel sales did well, which fits in with our thesis that Wal-Mart is really taking on the supermarkets. By adding new apparel name brands like Levi's, I think it's in a position to see tremendous success in apparel too.
adding apparel brands continues fits food momentum name operating position sales strong success taking thesis tremendous
Wal-Mart continues to show strong momentum and operating performance, ... Its food and apparel sales did well, which fits in with our thesis that Wal-Mart is really taking on the supermarkets. By adding new apparel name brands like Levi's, I think it's in a position to see tremendous success in apparel too.
continue deliver despite environment modest operate profits prove retail sales target weak
Wal-Mart and Target continue to prove that they can operate well in this challenging retail environment and deliver profits despite modest to weak sales results.
across badly cautious chain comments half problems profits retail sales though
Wal-Mart's cautious comments are warranted. Even though its problems are not company-specific, it does bode badly for the profits and sales across the retail chain in the back half of the year.
across badly cautious chain comments half problems profits retail sales though
Wal-Mart's cautious comments are warranted, ... Even though its problems are not company-specific, it does bode badly for the profits and sales across the retail chain in the back half of the year.
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.
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.
affected areas days expect given impossible lose nearly roads sales severity stores
Given the severity of the storm, we expect that stores in the affected areas could lose up to two days of sales as roads were nearly impossible to navigate.