163 ordspråk av Howard Davidowitz
Howard Davidowitz
The growth of lifestyle centers is absolutely tied to the strong performance of the luxury sector.
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The guy that drops by the wayside becomes history, and theoretically he'll be replaced by new concepts in urban clothing and shoes. New concepts are popping up and they are popping up like mad -- as fast as they have ever come if not faster, and they'll want to grow rapidly.
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The jewel that Federated would want is the Marshall Field's flagship State Street store in Chicago.
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The margins are positive, but sales are eroding,
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The message that Martha Stewart's publicity team sent (Wednesday) was, 'Won't it be wonderful that she's coming back and will be running the company?' ... But how will that happen? It's going to be very tricky.
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The most important people who have to be motivated are the store employees; they're your life blood. Federated knows this.
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The name of the game for Ben and Jerry's is to get someone to taste the product. If this promotion can get more customers in the doors, there's a reasonable chance that many of them may return later (when they charge full price).
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The nightmare goes on and when Wall Street finds that out, the stock price goes right back down,
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The performance of the company over the last few years has been very erratic. It's also a smaller player. It was time for Milstein to take it easy and make a gigantic pot of money and turn the ball over to someone else.
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The private equity companies have never had this much money. They have $125 billion available for acquisitions.
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The problem at Linens 'n Things is execution.
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The real estate has shrunk by more than 50 percent and is going to be shrunk again,
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The rule of the game is go public for the money when you have the numbers to impress potential investors. Retail, and especially apparel, is so fickle that nothing stays the same forever.
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The stock has a lot of downside and very little upside.
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The transit strike is devastating for retail. It couldn't have come at a worse time, and we don't know how long it's going to go on.
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