201 ordspråk av Michael Niemira

Michael Niemira

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I think we were already prepared for some of these misses. The key question now is whether this weakness is temporary or does it signal a permanent downdraft in the pace of consumer spending,

I think we were already prepared for some of these misses. The key question now is whether this weakness is temporary or does it signal a permanent downdraft in the pace of consumer spending.

I think you have to read between the lines. In September, retailers say things are on- to above-plan, that's reassuring, even with easier comparisons for the industry. The tone will be important, particularly with some of the department stores. If you continue to hear below-plan sales, that would be worrisome.

If Katrina was simply a devastation of the area, we could have weathered it, ... Because of these ripple effects, Katrina is having a nationwide impact.

If November sales are good and inventory is under control, that takes some of the sales pressure off in December.

If there were no sales tax-free holidays, would the situation be any different for consumers? We asked consumers that question in a survey, and 70 percent said a tax-free week didn't affect their shopping.

If we use 2 percentage points for the overall expected effect from the calendar shift, that's still a pretty weak reading, a 1.9 percent trend. That's not strong at all. I guess what you can say is it's certainly consistent with the sluggish pace we've seen.

Increasingly, retailers view this period as 'Phase Two' of the season when fresh merchandise is needed to attract the consumer.

Increasingly, the post-Thanksgiving week dip has become a 'standard' part of the holiday shopping season.

Increasingly, the post-Thanksgiving week dip has become a 'standard' part of the holiday shopping season. Although the latest week's decline was not encouraging, it was not necessarily worrisome as only nine percent of households have completed their holiday shopping.

Is it enough to say this season could be more than OK? That's still an open question.

It looks like an echo of the Katrina effect.

It looks like that number is tracking at 6.8 percent, slightly higher than what we expected, ... We did expect it would be a lot stronger but sales got pinched at the end of the month because of cooler temperatures in some parts of the country.

It seems clear that the mild pullback in consumer spending over the last week was due in part to the war beginning in the middle of a week, as well as the fact that the effects of the war have been built into the retail trend for the past month or so.

It seems more and more the temporary pause in spending in March was just a pause.

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Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

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