Scot Ciccarelli
Scot Ciccarelli
bad believer consumer cycle environment levels negative positive product remain rest traffic upgrade
I'm positive on the industry, negative on consumer spending. But I'm a big believer in this product upgrade cycle we're in, ... Traffic levels remain positive for the rest of this season, and the promotional environment is not as bad as we think.
material progress solid
It was a solid quarter. They are making material progress on their turnaround.