Eric Beder
Eric Beder
fact gone problem program stores
A lot of their problem has to do with the fact that the stores are old. A lot of Kmart stores have kind of gone to seed. They haven't been renovated, and Kmart never really had a program to do that.
fact gone problem program stores
A lot of their problem has to do with the fact that the stores are old, ... A lot of Kmart stores have kind of gone to seed. They haven't been renovated, and Kmart never really had a program to do that.
boon goods players shipped spring weather
The weather has been a boon for players who shipped spring goods early.
believe clearance climate consumer continued despite driven fashion gains highest levels looks lower note post reduced remains shop since strong upside
We note the strong gains have continued despite a climate of reduced levels of clearance merchandise and when, there are sales, lower discounting levels, ... We believe the consumer remains primed to shop when the looks are right; with fashion at probably its highest levels since post 9/11, we believe there remains upside on the fashion driven players.
believes changes chuck company earnings hard market produce reflected sitting start until waiting
We're all sitting here waiting for this company to produce earnings from the changes Chuck Conaway has initiated. These changes are going to make a substantive difference. The market believes it. We do too. But it won't start being reflected until we see the hard numbers.
john lifestyle puff sean true
If he can get the women's working, he can become a true lifestyle brand. Sean John can become more than just Puff Daddy's company.
financial lowest paid periods pressure
Suppliers are getting paid on time. And if you look just seasonally, this is one of the periods of lowest inventories for retailers, so this shouldn't be a period where you should have a lot of financial pressure on you.
balance chain clothing decide delicate early extra flops hope inventory launching leads lines lost next picks puts putting result retailers sales signs start stores stuck transition trend
It's a very delicate balance for retailers to decide when to transition into the next season, ... Some retailers hope launching back-to-school lines early will result in better margins. But if a clothing chain picks out a trend and puts it into stores too early and that trend flops with consumers, it leads to lost dollars. Retailers don't want to be stuck with extra inventory so they'll start putting out the sales signs fast.
great highly skeptical street wall
We know all this stuff, let's just go do it. Wall Street was highly skeptical at first, but they've done a great job.