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.
apparel decides designs fall flat great needs present target
If Kmart decides apparel is critical, and it can make it a success, it needs to do what Target has done: Present great designs that are unique, well priced and well presented. Otherwise, this will fall flat on its face,
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.
gone percent retailers toy
In the toy industry, about 60 percent of the independent retailers have already gone out of business.
boost brilliant dramatic few lead next percent sales small turnaround
I think its a brilliant strategy. Make small improvements that will boost sales even 4 to 5 percent over the next few years and that could lead to a dramatic turnaround for the company,
totally
Kinko's is under assault, and I think what Kinko's is doing is totally rational.
facing future looking plead woman
I think the advertisers are going to go away. She's tarnished. And in looking to the future will she plead guilty? If you're an advertiser, you're facing a woman who may go on trial.
commission exchange prior securities
I think the Securities and Exchange Commission better look at this because what you've got is prior misstatement,
circuit city compete price
Circuit City just hasn't been able to compete on price or variety,
failed gold standard united
They were a failed company, and they were resuscitated, and now Children's Place is the gold standard in children's merchandising in the United States.