Eric Beder
Eric Beder
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.
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.
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.
christmas last possibly spread start terms weeks
This week, in terms of the Christmas season, is probably the least important week, ... The last two weeks are probably going to be the most important. You have the widest spread between Christmas and New Year's that you can possibly have this year, so after this week, things really start to get interesting.
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.