Howard Davidowitz
Howard Davidowitz
borrowing brains concerning growth income less level moderate percent personal savings
We had moderate growth in income but we're borrowing our brains out. The most concerning thing is that the level of savings is at less than one percent of personal income,
estate percent
The real estate has shrunk by more than 50 percent and is going to be shrunk again,
areas biggest bottom fixed line percent problem supposed supposedly
Lacy is 100 percent accountable. This is supposed to be one of his biggest areas of expertise. He supposedly fixed this problem before and here we go again. The bottom line is, who's supposed to be watching?
hispanic percentage
Is Wal-Mart going after the Hispanic and African-American consumers? Absolutely. They're a significant percentage of Wal-Mart shoppers,
boost brilliant dramatic few lead next percent sales small turnaround
I think its a brilliant strategy. Make small improvements that will boost sales even 4 to 5 percent over the next few years and that could lead to a dramatic turnaround for the company,
gone percent retailers toy
In the toy industry, about 60 percent of the independent retailers have already gone out of business.
maybe percent
You will still see 50 percent off on merchandise but maybe not 70 to 80 percent off.
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.