Howard Davidowitz
Howard Davidowitz
channel clothes department retail stores supplies terms weakest
Tommy Hilfiger supplies its clothes to department stores and we all know that that's the weakest channel in retail in terms of sales,
allowances demand department high inventory likelihood lower merger return scenario segment sell store stores worse worst
There is a high likelihood of lower prices, ... The department store segment is a supplier's worst nightmare. Department stores demand more allowances from vendors, they want to be able to return inventory if it doesn't sell well. A Federated-May merger could be an even worse scenario for the suppliers.
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,
bring build couple department dollars few million stores successful
If you are able to build a few stores that are successful and bring in a couple of million dollars each, the department stores will come to you and you can make a deal.
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.
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.
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.