24 ordspråk av Alan Rifkin

Alan Rifkin

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 At expense of margins, we believe Pier 1 continues to rely on heavy promotions to drive sales. March results seem to have improved, but we await greater signs of improvement.

 At the end of the day, with oil touching $70 a barrel, that is not good for the consumer. When we are all paying more at the pump to fill our cars, that's less disposable spending that we all have to spend at retailers.

 AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment,

 AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment.

 clearly a positive step in the right direction, and it showed that Circuit City store renovation and relocation strategy is moving in the right direction.

 Despite limited console availability, we believe that Xbox 360 boosted comp growth as traffic trends benefited from the excitement generated by the new product. Enhanced TV sales were also strong during December and January, which also aided same-store sales.

 Given the demographics of the targeted Pier 1 consumer, we believe higher gas prices could limit spending levels and further impact comparable sales.

 I think people on the street were a little surprised that we weren't given full warning. Gift cards are increasing in importance and we think this season will represent 16 percent of sales.

 If you look at the four hurricanes last year, which had combined insured losses of $23 billion, both Home Depot and Lowe's benefited by about 100 basis points on their same-store sales,

 Lowe's remains one of our favorite names. Despite concern of a softening housing market in 2006, we believe Lowe's solid results are indicative of trends in the broader home improvement industry.

 Net-net, the change is expected to boost earnings on a continued operating basis.

 People are increasingly concerned, given what Wal-Mart said, that higher gas prices are going to hurt the spending power of the consumer.

 The commercial market for auto parts is still growing. This segment is still really in the early stages of its life cycle.

 This change basically affects the timing of when the rebates are accounted for, ... The way Best Buy will do it now is typically a more conservative approach.

 We admire Home Depot's solid execution and productivity, ... We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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