Howard Davidowitz
Howard Davidowitz
ball company easy few gigantic last money performance pot smaller time turn
The performance of the company over the last few years has been very erratic. It's also a smaller player. It was time for Milstein to take it easy and make a gigantic pot of money and turn the ball over to someone else.
business company credit guess sell several smoke stores trying
The company has remodeled its stores several times and is also trying to sell its credit business . But when the smoke clears, it's anyone's guess as to how many more years Sears can go on like this.
bills business businesses close fruit guy next pay selling small street year
You see the guy out on the street selling coffee, donuts, fruit - his business is destroyed. There are a lot of small businesses that will close or that won't be able to pay their bills next year because of the strike.
business closed company cut inventory less losing maintain market money past performing stores sure themselves worst
Kmart said it closed its worst performing stores because it couldn't maintain inventory once its vendors cut themselves off. Now that the stores are shuttered and inventory is up, Kmart is still doing less business than before. The company is still losing money and market share. I'm not sure the company can get past Christmas.
businesses buyers companies effect factories fewer gotten led less meetings products rolling sars stopped visits
SARS has not stopped factories from rolling out products in China, ... The only effect it's had on U.S. businesses is that it has led to fewer visits from buyers to the region. So there have been less face-to-face meetings between buyers and suppliers, but companies have gotten around that by teleconferencing.
business center ground knows shopping
He really knows the shopping center business from the ground up,
advertising business company losses magazine smaller
The business is getting smaller -- the advertising, the TV, the magazine -- everything is going down. This company is not going to go away tomorrow. However, the losses are getting scary.
apparel business constantly creativity fashion fickle reinvent retailers specialty themselves winners
Specialty apparel is a very fast-moving business. It's also a fickle business of fashion and creativity where the winners are those retailers who can constantly reinvent themselves and their products.
beaten business company losing market share stay trying
Sears is an American institution that's getting beaten up, ... The company is trying everything it can to stay in business but it's still losing market share everywhere.
magical question stock
The advertisers are gone. It's a question of getting them back. But getting every one of them back is priced into the stock. The stock is priced as if everything she does is magical and perfect.
martha message
I think there's a message to Martha in here, and part of this may be negotiation.
cleaning concerned easy exposure inventory issue overall
I'm concerned about what the markdown exposure will be to overall sales, ... Cleaning up inventory is a big issue and it's not easy to fix.
bath bed kinds similar size stores
Here they are with similar size stores to Bed, Bath & Beyond. They're in similar kinds of locations. And they're in similar kinds of demographics,
far giant hard left loss market trying
has been trying very hard to do that for a long time. So far they have been left with a giant loss of market share.