Eric Beder
Eric Beder
respects stuff
I think that Oakley in some respects does all its stuff by itself,
enter fell huge last manner northeast opportunity region sizes store success
The store sizes are complementary. The Northeast has been a huge success for the company, and this is the last opportunity to enter the region in a big manner in one fell swoop.
style urban
the whole urban style has been co-opted by preppies.
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.
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.
believes changes chuck company earnings hard market produce reflected sitting start until waiting
We're all sitting here waiting for this company to produce earnings from the changes Chuck Conaway has initiated. These changes are going to make a substantive difference. The market believes it. We do too. But it won't start being reflected until we see the hard numbers.
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.
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.
felt john sean
Sean John felt he has the heft to go it alone.
alive best licensed reason stable
The only reason the company's alive is that Kmart has the best stable of licensed brands.
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.