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.
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.
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.
advertising amount buying enhance fantastic margin marketing money save tremendous
If you've got one name, Macy's, you can save a tremendous amount of money in supplies, marketing cost, advertising umbrella, promotions. You enhance your margin because you're buying more. It's just a fantastic way to do things,
awareness brand build game market monster name small
They are a small brand. They are not a monster brand. The name of the game for them is to build brand awareness and market share.
buying losing market share
Bon-Ton has been losing market share and now it's buying more losers, who have also been losing market share,
beaten business company losing market share stay trying
Sears is an American institution that's getting beaten up, ... The company is trying everything it can to stay in business but it's still losing market share everywhere.
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,
gone percent retailers toy
In the toy industry, about 60 percent of the independent retailers have already gone out of business.
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,
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,