Ken Perkins
Ken Perkins
bad far january numbers surprise turning
January is turning out to be a real surprise to the positive. So far the same-store numbers that we're getting aren't bad at all.
finally gains great month numbers sales seen
We've finally got a great February. The first set of numbers indicates that this was a blowout month with the kind of sales gains that we haven't seen in a while.
baked cake expected good news numbers quarter rally results second
If numbers are better than expected and the news is good for second quarter outlooks, then we could rally on that. But I think the results are pretty much baked into the cake here.
among blamed expected gas good last missed nice numbers prices retailers seeing surprises trend upside
The numbers look pretty good so far. We are seeing more surprises to the upside and this is a nice reversal of the trend that we had expected last month. Even among those retailers who missed our forecast, not many of them blamed gas prices for it.
analyst nightmare numbers october
These numbers are not good. As one analyst put it, October will be the nightmare before Christmas.
cheaper discount hurting impact marginal products stores
Is Wal-Mart also hurting its business? I think cheaper products at the discount stores did have a marginal impact on the company's sales.
began compared couple department group improving november percent performance positive profits quarters rise rose sales seen since stores tracking year
We haven't seen this kind of positive sales performance since we began tracking the group in November 2000. Fourth-quarter profits for department stores rose 5 percent compared to a 1 percent rise a year ago. We've now has a couple of quarters of improving trends.
consumer finding last resilient ways year
The American consumer has been particularly resilient over the last year plus, ... They're finding ways to spend.
opinion thrilled vote
We don't have an opinion or more importantly a vote one way or another. We're not thrilled with it ... but it's essentially up to the analysts.
against earnings growth half next second steep year
The deceleration in earnings growth is a significant concern. Techs are up against steep comparisons in the second half of this year and the first half of next year,
despite difficult february good last percent results sales today
We're getting some very good results today despite the very difficult 6.7 percent February same-store sales comparisons from last year.
both difficult facing form gain hurdle last limited percent retailers seen september year
We've already seen some big disappointments in both Limited and Ann Taylor. Up front, retailers are also facing their most difficult hurdle of the year in the form of a 6.1 percent gain racked up in September last year.
effect energy higher prices
We are going to see the effect of higher energy prices trickle up to the middle-income consumers.
district judged school seem valid
When you say a school and a district is going to be judged on this, and then it's not a valid test, that doesn't seem right.