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.
driver growth next
There's a lot of speculation about the next growth driver for the company,
boost category chris comparable exploding growth heard helping past powerful pulling sales seven six
I've heard that the Chris Madden line's pulling powerful comparable sales growth for the past six to seven months. This is a category that exploding for Penney and it's also helping boost their monthly sales higher,
buzz concept driver everybody future growth looking next propel stores
There's a lot of speculation about the next growth driver for the company, ... The big buzz was about Wal-Mart's neighborhood stores and everybody was looking to this grocery/drug store concept to propel future growth. Now Wal-Mart said it's slowed down the rollout of these stores.
both coming discount growth prices sector signs soft target therefore
Back-to-school has been very soft and therefore prices are coming down. The discount signs are already being made. Both Wal-Mart and Target have had anemic growth over the summer. The only sector that has done well is luxury.
absolutely centers growth lifestyle luxury performance strong tied
The growth of lifestyle centers is absolutely tied to the strong performance of the luxury sector.
becomes clothing concepts drops fast grow guy mad popping replaced urban
The guy that drops by the wayside becomes history, and theoretically he'll be replaced by new concepts in urban clothing and shoes. New concepts are popping up and they are popping up like mad -- as fast as they have ever come if not faster, and they'll want to grow rapidly.
focus growth negative segment
If you are in a no-growth segment or a negative growth segment, your focus has to be on cost-cutting.
america growing hear obesity president publicity question states talking united
There's no question about it, ... There is so much publicity about obesity in America. You hear politicians talking about it daily. You even hear the president of the United States talking about it as a growing concern.
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.