Howard Davidowitz
Howard Davidowitz
totally
Kinko's is under assault, and I think what Kinko's is doing is totally rational.
bankruptcy
Kmart went into bankruptcy a cadaver and it'll come out of it a cadaver,
business closed company cut inventory less losing maintain market money past performing stores sure themselves worst
Kmart said it closed its worst performing stores because it couldn't maintain inventory once its vendors cut themselves off. Now that the stores are shuttered and inventory is up, Kmart is still doing less business than before. The company is still losing money and market share. I'm not sure the company can get past Christmas.
business center ground knows shopping
He really knows the shopping center business from the ground up,
dark investors shot white
Investors beware, this could be a shot in the dark for White House,
gone percent retailers toy
In the toy industry, about 60 percent of the independent retailers have already gone out of business.
apparel decides designs fall flat great needs present target
If Kmart decides apparel is critical, and it can make it a success, it needs to do what Target has done: Present great designs that are unique, well priced and well presented. Otherwise, this will fall flat on its face,
cleaning concerned easy exposure inventory issue overall
I'm concerned about what the markdown exposure will be to overall sales, ... Cleaning up inventory is a big issue and it's not easy to fix.
challenge couple deal inwardly next opportunity puts
In next couple of years, the deal puts P&G at a disadvantage. They'll be inwardly focused. The integration challenge here is massive. That's an opportunity for competitors.
consumers conversation costco decision department huge investment morning retailers shopping store support terry
I had a conversation with Terry this morning and I told him that I don't support a decision to make a huge investment in another department store when many more consumers are shopping at off-mall retailers such as Wal-Mart, Target, Costco and Kohl's,
bring build couple department dollars few million stores successful
If you are able to build a few stores that are successful and bring in a couple of million dollars each, the department stores will come to you and you can make a deal.
focus growth negative segment
If you are in a no-growth segment or a negative growth segment, your focus has to be on cost-cutting.
emphasis
If you look at what's going on in retail, there's more and more emphasis on price.
customer generally sales target
If you look at Helen of Troy's customer base, sales are generally strong. Wal-Mart sales are up, Target sales are up,