Howard Davidowitz
Howard Davidowitz
hang increasing players profile risk taking weakest
Bon-Ton is one of the weakest players in a very weak sector. It is increasing its risk profile tremendously by taking on debt. How does this all hang together?
buying losing market share
Bon-Ton has been losing market share and now it's buying more losers, who have also been losing market share,
business mad promoted retailers
Those retailers who promoted like mad got the business and they won.
execution problem
The problem at Linens 'n Things is execution.
available billion companies equity private
The private equity companies have never had this much money. They have $125 billion available for acquisitions.
america growing hear obesity president publicity question states talking united
There's no question about it, ... There is so much publicity about obesity in America. You hear politicians talking about it daily. You even hear the president of the United States talking about it as a growing concern.
chains christmas inventory months orders pipeline placed retail sars
Also, most big retail chains placed their Christmas orders months ago and the Christmas inventory was already in the pipeline before (the) SARS (outbreak),
buy free lunch
They had a free lunch and now they have to buy dinner.
awareness brand build game market monster name small
They are a small brand. They are not a monster brand. The name of the game for them is to build brand awareness and market share.
buzz concept driver everybody future growth looking next propel stores
There's a lot of speculation about the next growth driver for the company, ... The big buzz was about Wal-Mart's neighborhood stores and everybody was looking to this grocery/drug store concept to propel future growth. Now Wal-Mart said it's slowed down the rollout of these stores.
driver growth next
There's a lot of speculation about the next growth driver for the company,
corporate era front governance lily white
This is an era in which corporations want to be lily white because corporate governance is on the front burner.
coming creative customers longer retailers specialty stores true
This is specially true of the specialty stores. Retailers have to become more creative if they want to keep customers longer in their stores and if they want them to keep coming back.
classic company deal pump reward sales smoke stock store street until wait wall
This deal is a classic Wall Street creation, ... Sears' store sales are down for 22 consecutive months. The company is in a crisis. It had to find a way to pump up its stock and reward its shareholders. Wait until the smoke clears.