The U.S. consumer right now is hungry for fashion that's new. |
Their target consumer is really feeling the effects of the higher gas prices. |
There are so many moving parts right now. It's like watching someone walk through a bedroom in the dark. You're not sure if they're going to make it to the bathroom or stub their toe. |
There?s not a lot out there that?s new. |
There's not a lot out there that's new. |
They had an absolutely fabulous quarter as far as the holidays were concerned. They had a lot of must- have items that hit you the second you walked in the door. |
They have a lot of moving parts. |
They have very slim margins already and I find it hard to believe that they're not going to have to step up and do more in terms of health care and that's going to affect their margins, and therefore their earnings. |
They take care of their people. And they expect their people to take care of their customers in response. |
They're looking to totally change that, and that's a tall order. |
This is certainly broadening it out and making high-end more accessible. It makes a lot of sense. |
This is not going to hit Wal-Mart in the next quarter. It will be hanging out over it like the sword of Damocles. |
To skip straight over moderate and go directly to the low- end consumer doesn't make sense. It would be a tough sell for Kohl's to get him, let alone a Wal-Mart. |
Wal-Mart has made no bones about being the place small-town America shops. They're looking to totally change that, and that's a tall order. |
Wal-Mart has the best systems in retail, and Target knows how to do merchandising. So if Target's (merchandisers) started to go down to Wal-Mart, then I'd be scared. |