Bill Dreher
Bill Dreher
chains department discount line mostly results sales
The sales results from the department and discount chains were mostly in line with expectations.
chasing losing money point sales
There's no point in chasing sales if you're losing money on those sales.
boost retail sales
I think high-end retail sales will get a boost from this news.
believe button cause closer dealing declines earlier increase inventory panic percent possible push retailers sales
On its own, a comp-store inventory increase of 2-to-5 percent is no big deal. But when you've got comp-store sales declines of closer to 10 percent, you're dealing with a possible 10-point spread, which we believe is going to cause retailers to push the promotional panic button earlier than they would have.
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.
forty holiday percent sales week woods wrapped
We're not out of the woods yet. Forty percent of holiday sales are wrapped up in the week before Christmas.
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,
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.
ballpark far sales shows
It shows they're in the ballpark as far as sales go.
believe colder february impact likely majority negative retailers sales sets spring store stores weather
We believe this will have a negative impact on February sales for the majority of our retailers as the much colder weather will likely impede store traffic, and sales of spring merchandise sets that are now in stores may be impacted.
believe sales typical unusually update warm
We believe this update is a combination of management's typical conservatism and sales sluggishness from the unusually warm weather.
adding apparel brands continues fits food momentum name operating position sales strong success taking thesis tremendous
Wal-Mart continues to show strong momentum and operating performance. Its food and apparel sales did well, which fits in with our thesis that Wal-Mart is really taking on the supermarkets. By adding new apparel name brands like Levi's, I think it's in a position to see tremendous success in apparel too.
adding apparel brands continues fits food momentum name operating position sales strong success taking thesis tremendous
Wal-Mart continues to show strong momentum and operating performance, ... Its food and apparel sales did well, which fits in with our thesis that Wal-Mart is really taking on the supermarkets. By adding new apparel name brands like Levi's, I think it's in a position to see tremendous success in apparel too.
continue deliver despite environment modest operate profits prove retail sales target weak
Wal-Mart and Target continue to prove that they can operate well in this challenging retail environment and deliver profits despite modest to weak sales results.