Howard Davidowitz
Howard Davidowitz
bottom clothing consumers items line next paying
At the end of the day, if the quotas stick, the bottom line is that consumers will be paying more for some clothing items by next year.
buy consumers frequently point prices quality shop simplistic start
From a very simplistic point of view, consumers will probably start to see better prices and better quality of goods. When the quality and price is right, consumers shop more frequently and they buy more.
buy consumers half measures second
We'll have to see if these measures also will induce consumers to buy more in the second half of the year,
consumer costs debt energy exploding higher interest last month rolls spite
I think the real story last month was that in spite of higher interest rates, exploding energy costs and debt levels, the American consumer rolls on.
again clothing consumer deals expect planned point retailers year
Retailers have planned their inventories very well again this year but there's no point in that if you get can't shoppers into your store. Expect substantial deals as we go along, especially in clothing and consumer electronics.
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,
bill consumer cost energy equation extra goes home limit pay stretched
The energy cost in the equation is grossly underestimated, ... The consumer is already stretched to the limit and doesn't have an extra $1,000 to pay if the home bill goes up.
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.
fickle game impress money numbers potential public rule stays
The rule of the game is go public for the money when you have the numbers to impress potential investors. Retail, and especially apparel, is so fickle that nothing stays the same forever.
downside stock
The stock has a lot of downside and very little upside.
associated costs gigantic given process share warehouse
There would have been gigantic costs associated with the unbundling process given that the different units share warehouse and distribution centers,
businesses buyers companies effect factories fewer gotten led less meetings products rolling sars stopped visits
SARS has not stopped factories from rolling out products in China, ... The only effect it's had on U.S. businesses is that it has led to fewer visits from buyers to the region. So there have been less face-to-face meetings between buyers and suppliers, but companies have gotten around that by teleconferencing.
halloween holidays less
Other holidays have become less important. Halloween is the exception. It has become more important.