Bill Dreher
Bill Dreher
concerned economy investors stock weaker
The stock is manipulated by perceptions of the future, and investors are very concerned right now that the economy is weaker than we thought. Wal-Mart is doing a superb job. On other the hand, the stock is vulnerable.
ability analyze concerned customer generate good guys predict sales superior visibility
Even Wal-Mart, with their superior systems, their ability to analyze information, being able to predict sales down to the SKU and generate customer profiles, doesn't have good visibility of what's going on in 2001, which makes us concerned about the guys who don't have that ability,
concern consumer gasoline hurting inflation last months several
There has been real concern for the last several months about hurricanes, about consumer sentiment, about gasoline inflation hurting consumer spending,
comfort concern game greatest high level plan risk
While integration risk is always the greatest concern with mergers, we have a high comfort level that the (Federated) game plan is achievable.
began concerned investor sponsored woo
Historically, Wal-Mart has only been concerned about the consumer. But 12 years ago, Wal-Mart began to woo the investor and sponsored fieldtrips to their headquarters. These were tremendously successful,
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.
appears beginning christmas clearly concerned consumer extremely holiday impact scale type
The announcement by Neiman Marcus...makes us as concerned as we have ever been that this Christmas will be extremely lackluster. It appears now the high-end consumer is beginning to scale back their purchases, which does not bode well for the holiday season. This type of thing is clearly going to have an impact on other high-end retailers.
appeared bang consumer expecting flooded robust sales season september
The back-to-school season started with a bang and we're expecting robust sales in September because the consumer appeared to be flooded with cash.
intent last learned lessons repeating year
They've learned the lessons from last year and are intent upon not repeating the same mistakes.
anyone company earnings environment excuse improved lock month overall posting quarter rest retailers sales specific start stellar weak
There's very little excuse for anyone posting weak sales right now, ... If that is happening, it because of company specific excuses. The macro environment overall is very strong. The first month of the quarter got a stellar start and that usually put a lock on the rest of the quarter. Retailers should post improved earnings going forward.
lower translate
Not only is there top-line pressure, but this is also going to translate into lower margins,
advertising amazing best campaign cool discount job marketing pushing shop store target
Target has the best advertising marketing campaign in retailing. They do an amazing job of elevating a discount store to a very cool destination shop and so they are always pushing the envelope.
battery build clear company efforts itself management national sale step strengthen tire unit
It's clear that the company is redoubling efforts to strengthen itself and build a competitive advantage. Anything that distracts the management from doing just that will be de-emphasized. The sale of its National Tire and Battery unit is a step in that direction.
appears coming confidence consumer data economic far income levels oil pause period positive prices rising sales slowing taking
There appears to be a pause in consumer spending, especially with the low-to-middle income consumers. The slowing sales also counterbalance positive economic data that show rising income and confidence levels and oil prices coming down. As far as sales go, this is a period where the consumer is taking a break.