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.
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,
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.
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,
customer generally sales target
If you look at Helen of Troy's customer base, sales are generally strong. Wal-Mart sales are up, Target sales are up,
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,
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.
improve question sales
For me, the big question is what is Wal-Mart going to do to improve sales,
margins sales
The margins are positive, but sales are eroding,
classic company deal pump reward sales smoke stock store street until wait wall
This deal is a classic Wall Street creation, ... Sears' store sales are down for 22 consecutive months. The company is in a crisis. It had to find a way to pump up its stock and reward its shareholders. Wait until the smoke clears.
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.
affected anecdotal attacks clearly eating evidence family people products sales shows spending staying terror time
You can see clearly how the terror attacks have affected the American psyche. People are staying more at home, spending more time with the family and eating out at restaurants. At the same time, anecdotal evidence shows that sales of products such as flashlights, candles, first-aid kits has boomed.
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.