A lot of their problem has to do with the fact that the stores are old, ... A lot of Kmart stores have kind of gone to seed. They haven't been renovated, and Kmart never really had a program to do that. |
A lot of their problem has to do with the fact that the stores are old. A lot of Kmart stores have kind of gone to seed. They haven't been renovated, and Kmart never really had a program to do that. |
Every teen retailer has cynical shirts because it's a generation whose values are almost completely cynical, ... They're so clued into marketing and the wired world that they look at things with a more jaundiced eye than their parents. |
Every teen retailer has cynical shirts because it's a generation whose values are almost completely cynical. They're so clued into marketing and the wired world that they look at things with a more jaundiced eye than their parents. |
Every teen retailer has cynical shirts because it’s a generation whose values are almost completely cynical, ... They’re so clued into marketing and the wired world that they look at things with a more jaundiced eye than their parents. |
Everyone wants to capture that full-price selling that you get from gift cards after Christmas. This is a perfect way to do it. Since it's 'found' money, (consumers) will pay full price for something that's kind of cool. |
Frankly, we believe that this analysis is flawed and somewhat facile. We believe the risks remain acutely material at Bebe and for investors of Bebe. |
I think if consumers like the new Kmart, if the company has any business sense, you can argue they should go out and be very big with it, |
I think if consumers like the new Kmart, if the company has any business sense, you can argue they should go out and be very big with it. |
I think people are a little nervous about turnarounds in general, ... This is probably the largest turnaround ever tried in retail, and people are impatient. |
I think people are a little nervous about turnarounds in general. This is probably the largest turnaround ever tried in retail, and people are impatient. |
I think that Oakley in some respects does all its stuff by itself, |
It's a very delicate balance for retailers to decide when to transition into the next season, ... Some retailers hope launching back-to-school lines early will result in better margins. But if a clothing chain picks out a trend and puts it into stores too early and that trend flops with consumers, it leads to lost dollars. Retailers don't want to be stuck with extra inventory so they'll start putting out the sales signs fast. |
Retailers are going to be positive in November, but that's really because of the calendar shift, |
Suppliers are getting paid on time. And if you look just seasonally, this is one of the periods of lowest inventories for retailers, so this shouldn't be a period where you should have a lot of financial pressure on you. |