Howard Davidowitz
Howard Davidowitz
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.
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.
controlled earnings expect expenses good gross happened inventory margins quarter retailers third together
What happened in the third quarter is that retailers controlled inventory and expenses tremendously. So expect to see pretty good gross margins and expect to see inventories down. Put it all together and earnings will be fair.
chains christmas inventory months orders pipeline placed retail sars
Also, most big retail chains placed their Christmas orders months ago and the Christmas inventory was already in the pipeline before (the) SARS (outbreak),
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.
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.