Howard Davidowitz
Howard Davidowitz
consumers conversation costco decision department huge investment morning retailers shopping store support terry
I had a conversation with Terry this morning and I told him that I don't support a decision to make a huge investment in another department store when many more consumers are shopping at off-mall retailers such as Wal-Mart, Target, Costco and Kohl's,
buying estate incredible job worth
He's done an incredible job of buying $100 worth of real estate for a dollar.
downside stock
The stock has a lot of downside and very little upside.
hispanic percentage
Is Wal-Mart going after the Hispanic and African-American consumers? Absolutely. They're a significant percentage of Wal-Mart shoppers,
chains christmas inventory months orders pipeline placed retail sars
Also, most big retail chains placed their Christmas orders months ago and the Christmas inventory was already in the pipeline before (the) SARS (outbreak),
halloween holidays less
Other holidays have become less important. Halloween is the exception. It has become more important.
choice improve
Penney had no choice but to improve on fashion.
jewel marshall state store street
The jewel that Federated would want is the Marshall Field's flagship State Street store in Chicago.
bankruptcy buyers coming company move
Buyers beware. This kind of move is not sustainable, ... The company went into bankruptcy a cadaver and it's coming out a cadaver.
biggest customers feed game gets million name traffic
In retailing, the whole name of the game is to feed off your competitors' footsteps. Wal-Mart is the biggest traffic generator around. It gets over 150 million customers a week.
last lost
Over the last year, they lost $60 million,
consumer costs debt energy exploding higher interest last month rolls spite
I think the real story last month was that in spite of higher interest rates, exploding energy costs and debt levels, the American consumer rolls on.
additional cards compared dollar gift impact increase january last less panacea retailers sales
Gift cards are not the panacea because the year-over-year increase is anemic. Because the markdowns in January will be more than last year, retailers will see less dollar impact of additional sales from gift cards compared to last year.
attract believed top
I have never believed that they're going to attract top dollar.