Gap's management appears to be focused more on improving profits. Wall Street will certainly become concerned if earnings miss expectations. |
In the ad, Parker wears a brooch on her sweater to make it look different. The problem with that is that other retailers in the mall are doing the same thing. That's not really a differentiated product. We looked at the stores, both at Gap and Old Navy, and found that there simply isn't enough newness on offer. |
Unless there is a big miss in November and there's something very wrong that I don't know about, I think this is a big over-reaction. |