Eric Beder
Eric Beder
believe clearance climate consumer continued despite driven fashion gains highest levels looks lower note post reduced remains shop since strong upside
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.
alive best licensed reason stable
The only reason the company's alive is that Kmart has the best stable of licensed brands.
christmas last possibly spread start terms weeks
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.
almost cynical eye generation marketing shirts teen values whose wired
Every teen retailer has cynical shirts because it's a generation whose values are almost completely cynical. They're so clued into marketing and the wired world that they look at things with a more jaundiced eye than their parents.
capture cards full gift pay perfect price selling since wants
Everyone wants to capture that full-price selling that you get from gift cards after Christmas. This is a perfect way to do it. Since it's 'found' money, (consumers) will pay full price for something that's kind of cool.
great highly skeptical street wall
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.
affect consumer four gasoline holiday prices question rise test toughest
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.
felt john sean
Sean John felt he has the heft to go it alone.
largest nervous people tried turnaround
I think people are a little nervous about turnarounds in general. This is probably the largest turnaround ever tried in retail, and people are impatient.
largest nervous people tried turnaround
I think people are a little nervous about turnarounds in general, ... This is probably the largest turnaround ever tried in retail, and people are impatient.
argue business company consumers
I think if consumers like the new Kmart, if the company has any business sense, you can argue they should go out and be very big with it.
calendar positive retailers
Retailers are going to be positive in November, but that's really because of the calendar shift,
respects stuff
I think that Oakley in some respects does all its stuff by itself,
analysis believe flawed investors material remain risks somewhat
Frankly, we believe that this analysis is flawed and somewhat facile. We believe the risks remain acutely material at Bebe and for investors of Bebe.