Howard Davidowitz
Howard Davidowitz
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.
affect best promote retailers
Retailers are going to promote like gangbusters from the first minute, and it's going to affect margins. I think at best it's going to be fair.
heavy holidays meeting promotions retailers sales
I think there will be heavy promotions over the holidays because retailers have not been meeting their sales plans.
bigger corporate earnings entire issue retail space spending weak
The bigger issue for the entire retail space is that we have a weak economy, unemployment is rampant, corporate spending is down and corporate earnings are not improving.
controlled earnings expect expenses good gross happened inventory margins quarter retailers third together
What happened in the third quarter is that retailers controlled inventory and expenses tremendously. So expect to see pretty good gross margins and expect to see inventories down. Put it all together and earnings will be fair.
business mad promoted retailers
Those retailers who promoted like mad got the business and they won.
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),
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.
marking retailers signs
Some retailers are already marking up 40- to 50-percent off signs as we speak.
apparel business constantly creativity fashion fickle reinvent retailers specialty themselves winners
Specialty apparel is a very fast-moving business. It's also a fickle business of fashion and creativity where the winners are those retailers who can constantly reinvent themselves and their products.
difference kept last promotions retailers tight year
One big difference was that last year retailers kept promotions under tight control. Things were more panicky this year.
buy course mood people rain retailers stuff
Of course retailers don't want rain today. It just sours the mood of shoppers. But if there's stuff that people really want to buy today, they'll still go out and get it,
customers help lean lure retailers year
Lean inventories won't help retailers this year if they can't lure customers into their stores.
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,