Howard Davidowitz
Howard Davidowitz
estate percent
The real estate has shrunk by more than 50 percent and is going to be shrunk again,
business cash cow growth invest whip
When you're a cash cow like Federated, you should invest in a growth business and not another buggy whip company.
french marriage married
We've been in a complicated marriage with the French for over 50 years now, and we'll be married to them forever,
both company focused lawsuits next terms unions
Unions are focused on this company and these lawsuits are only increasing, ... The other thing that both shareholders and analysts will focus on is: Where does Wal-Mart go from here? In other words, what is next in terms of its growth?
best customer found gone loyalty product school store time
There is no loyalty to a store -- that's what Federated has gone to school and found out. The place with the best product at the right time and at the right price, that's where the customer loyalty is.
aware fight identified lay market move operating saying strategy suburbs sure urban walk
Wal-Mart has identified a strategy of urban expansion, and they're not going to walk away from it, ... They know that operating in an urban market is different from the suburbs and I'm sure they were already aware of things like zoning laws. Did they really need to put up a fight in Inglewood? No. What they did here is lay down the marker. Wal-Mart is saying that they've identified a new market and they're going to move it and attack.
compared dead due five losing momentum money sales stock store
Wal-Mart has been losing same-store sales momentum due to store cannibalization and it's stock has been dead money for over five years compared to Target,
associate brand empire invest likely media publishing pull rather
We're likely to see advertisers pull away ... They would much rather invest in Oprah's media publishing empire rather than associate with the Stewart brand now.
channel clothes department retail stores supplies terms weakest
Tommy Hilfiger supplies its clothes to department stores and we all know that that's the weakest channel in retail in terms of sales,
banking customer food opportunity ought sees toy
Wal-Mart sees banking as an opportunity to give the customer a better deal. That's what Wal-Mart's about. That's why they have demolished the food and toy industries. If it's better for the customers, then that's the way it ought to be.
call five gigantic grow growth last sales
Wal-Mart over the last five years has been able to grow its same-store sales at 6 to 7 percent. Now that growth has dwindled to 2 or 3 percent. I call this a gigantic change.
dog fashion nine sell
Wal-Mart isn't about to become a fashion powerhouse. How can you sell fashion with nine aisles of dog food, detergent and chicken?
redefining
Wal-Mart is effectively redefining its future, and not before time.
last lost
Over the last year, they lost $60 million,