Eric Beder
Eric Beder
argue business company consumers
I think if consumers like the new Kmart, if the company has any business sense, you can argue they should go out and be very big with it.
respects stuff
I think that Oakley in some respects does all its stuff by itself,
largest nervous people tried turnaround
I think people are a little nervous about turnarounds in general. This is probably the largest turnaround ever tried in retail, and people are impatient.
largest nervous people tried turnaround
I think people are a little nervous about turnarounds in general, ... This is probably the largest turnaround ever tried in retail, and people are impatient.
enter fell huge last manner northeast opportunity region sizes store success
The store sizes are complementary. The Northeast has been a huge success for the company, and this is the last opportunity to enter the region in a big manner in one fell swoop.
calendar positive retailers
Retailers are going to be positive in November, but that's really because of the calendar shift,
boon goods players shipped spring weather
The weather has been a boon for players who shipped spring goods early.
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.
analysis believe flawed investors material remain risks somewhat
Frankly, we believe that this analysis is flawed and somewhat facile. We believe the risks remain acutely material at Bebe and for investors of Bebe.