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.
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.
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.
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.
company goes headed train
It's a train wreck. The company is headed south. If this goes on too long, there will be no more company.
classic company deal pump reward sales smoke stock store street until wait wall
This deal is a classic Wall Street creation, ... Sears' store sales are down for 22 consecutive months. The company is in a crisis. It had to find a way to pump up its stock and reward its shareholders. Wait until the smoke clears.
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.
chance chapter company happen move question role
The company's only chance to move to a new chapter is to have a roadmap of everything that's going to happen with Martha, ... The company is set up for her to come back. The question is, what role should she come back in?
company free rational totally
That's something that you never see. But it is totally rational with a company in free fall.
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,