The only reason the company's alive is that Kmart has the best stable of licensed brands, |
The only reason the company's alive is that Kmart has the best stable of licensed brands. |
The real question is how the rise in gasoline prices is going to affect the holiday season. I think this will be the toughest test of the consumer in at least four years. |
The store sizes are complementary. The Northeast has been a huge success for the company, and this is the last opportunity to enter the region in a big manner in one fell swoop. |
The weather has been a boon for players who shipped spring goods early. |
This week, in terms of the Christmas season, is probably the least important week, ... The last two weeks are probably going to be the most important. You have the widest spread between Christmas and New Year's that you can possibly have this year, so after this week, things really start to get interesting. |
We know all this stuff, let's just go do it. Wall Street was highly skeptical at first, but they've done a great job. |
We note the strong gains have continued despite a climate of reduced levels of clearance merchandise and when, there are sales, lower discounting levels, ... We believe the consumer remains primed to shop when the looks are right; with fashion at probably its highest levels since post 9/11, we believe there remains upside on the fashion driven players. |
We're all sitting here waiting for this company to produce earnings from the changes Chuck Conaway has initiated. These changes are going to make a substantive difference. The market believes it. We do too. But it won't start being reflected until we see the hard numbers. |