Bill Dreher
Bill Dreher
acting company good help mature maybe move negative open point pressured publicity risk showing today
Wal-Mart is a more mature company today and is showing its willingness to be more open with the press, ... From investors' point of view, this is very good news. All the negative publicity has pressured the stock. Maybe this move will help take away some of that 'headline' risk acting on the stock.
clear holiday prospects stronger wisdom
Wal-Mart has made it very clear that the prospects for this holiday are much stronger than the conventional wisdom would have had it.
brutal department stores throwing
As we get through the season, department stores are going to be brutal in throwing merchandise back to vendors.
deal despite gasoline guidance higher period raise share
Despite higher gasoline prices, Wal-Mart was able to raise guidance for the second-quarter which is particularly noteworthy because that's also the period that they will have to deal with the lion's share of the gas impact.
brutal department focusing inventory looking promote rejecting shipments stores throwing
Department stores are already focusing on rejecting shipments from vendors that they ordered. They are also looking to promote inventory they already have in hand. As we get through the season, department stores are going to be brutal in throwing merchandise back to vendors.
last month september simply stellar surpass
Any retailer who could not surpass expectations last month has to have company-specific problems. September was simply a stellar month.
core far upside
As far as core operations, there wasn't much of an upside there.
create great perception sales street true trying wall
They're trying to create the perception on Wall Street that inventories are in great shape, but how much of that is true sales of merchandise and how much is just accounting?
cents number pull telling
They're telling us to pull our number down by 4 cents (per share).
confusion difficult easter february horrible march numbers pushed sales state turn weak
I think there's a lot of confusion about the state of the consumer. We had weak numbers in January. February sales were pushed down by horrible weather, and now March could be weak because of the Easter shift. It's difficult to see how things are going to turn out.
adds consumer continues impact people safety spending stocks strong turns whatever worried
I think there continues to be a very strong psychological impact with people worried about their own safety and the safety of their families. I don't know what's going on with this flight, but whatever it turns out to be, it adds a significant psychological impact on consumer spending and on how the stocks behave.
continue disconnect fourth growth inventory major next problems quarter sales
Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.
continue disconnect fourth growth inventory major next problems quarter sales
Kohl's is having a major disconnect with its customers, ... The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.
bigger company concerns consumers example gas heart local solution station trying
Is all this a solution for the bigger concerns of the American consumers or the local gas station owner? No. But it is an example of the company trying to show its heart in the right place.