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.
last lost
Over the last year, they lost $60 million,
call five gigantic grow growth last sales
Wal-Mart over the last five years has been able to grow its same-store sales at 6 to 7 percent. Now that growth has dwindled to 2 or 3 percent. I call this a gigantic change.
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.
additional cards compared dollar gift impact increase january last less panacea retailers sales
Gift cards are not the panacea because the year-over-year increase is anemic. Because the markdowns in January will be more than last year, retailers will see less dollar impact of additional sales from gift cards compared to last year.
difference kept last promotions retailers tight year
One big difference was that last year retailers kept promotions under tight control. Things were more panicky this year.
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.