If you are in a no-growth segment or a negative growth segment, your focus has to be on cost-cutting. |
If you look at Helen of Troy's customer base, sales are generally strong. Wal-Mart sales are up, Target sales are up, |
If you look at what's going on in retail, there's more and more emphasis on price. |
If you've got one name, Macy's, you can save a tremendous amount of money in supplies, marketing cost, advertising umbrella, promotions. You enhance your margin because you're buying more. It's just a fantastic way to do things, |
In next couple of years, the deal puts P&G at a disadvantage. They'll be inwardly focused. The integration challenge here is massive. That's an opportunity for competitors. |
In retailing, the whole name of the game is to feed off your competitors' footsteps. Wal-Mart is the biggest traffic generator around. It gets over 150 million customers a week. |
In the toy industry, about 60 percent of the independent retailers have already gone out of business. |
Investors beware, this could be a shot in the dark for White House, |
Is Wal-Mart going after the Hispanic and African-American consumers? Absolutely. They're a significant percentage of Wal-Mart shoppers, |
It's a train wreck. The company is headed south. If this goes on too long, there will be no more company. |
It's an open question whether or not White House can maintain the momentum it's had. |
It's simply a case of Gap missing the mark for the back-to-school season. |
Kinko's has gotten the wake-up call. |
Kinko's is under assault, and I think what Kinko's is doing is totally rational. |
Kmart said it closed its worst performing stores because it couldn't maintain inventory once its vendors cut themselves off. Now that the stores are shuttered and inventory is up, Kmart is still doing less business than before. The company is still losing money and market share. I'm not sure the company can get past Christmas. |