163 ordspråk av Howard Davidowitz
Howard Davidowitz
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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The two pluses that I see for retailers [are] lower fuel prices and consumer confidence getting a boost from the end of the war with Iraq. The end of the war is a psychological relief to consumers.
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There is a high likelihood of lower prices, ... The department store segment is a supplier's worst nightmare. Department stores demand more allowances from vendors, they want to be able to return inventory if it doesn't sell well. A Federated-May merger could be an even worse scenario for the suppliers.
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There is no loyalty to a store -- that's what Federated has gone to school and found out. The place with the best product at the right time and at the right price, that's where the customer loyalty is.
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