Howard Davidowitz
Howard Davidowitz
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.
direct money print radio simply terrific
I think this is terrific for consumers. Telemarketers will simply have to reallocate money to more direct mail, television, radio and print advertising,
direct money print radio simply terrific
I think this is terrific for consumers, ... Telemarketers will simply have to reallocate money to more direct mail, television, radio and print advertising.
commission exchange prior securities
I think the Securities and Exchange Commission better look at this because what you've got is prior misstatement,
martha message
I think there's a message to Martha in here, and part of this may be negotiation.
heavy holidays meeting promotions retailers sales
I think there will be heavy promotions over the holidays because retailers have not been meeting their sales plans.
bounce brands buying companies direct major margins mean quick risks sales shrewd
I think there are major risks in sales and margins when you're a middleman. More and more companies are buying direct and don't see a need for Helen of Troy. Their brands are not that powerful, ... This doesn't mean it can't bounce back. They have to be shrewd and quick to right the ship.
management meeting questions recent sales several struggling
Kohl's is struggling badly. Not only are the not meeting sales targets, there are several questions swirling about recent management changes,
buying few interested presence stores
Kohl's could be interested in buying a few of the Mervyn's stores as it expands its presence in the state.
choice improve
Penney had no choice but to improve on fashion.
borrowing brains concerning growth income less level moderate percent personal savings
We had moderate growth in income but we're borrowing our brains out. The most concerning thing is that the level of savings is at less than one percent of personal income,
last lost
Over the last year, they lost $60 million,
affect best promote retailers
Retailers are going to promote like gangbusters from the first minute, and it's going to affect margins. I think at best it's going to be fair.
buyers cheap deals money numbers potential work
Most of these deals work because of cheap money. Money is getting more expensive. The potential buyers will be more cautious. They are reworking their numbers to see if they can get a return.