25 ordspråk av Eric Bosshard

Eric Bosshard

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 That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

 That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

 The first thing they need to do is sell the lousy stores.

 This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.

 This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected.

 Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.

 Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.

 We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.

 We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.

 Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.


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