John Shanley
John Shanley
apparel busting buy casual doors dress fall footwear good seen selling seven six strongest
Nobody's really busting the doors down to buy women's apparel this fall selling season. Women's dress and casual footwear is probably the strongest I've seen in a good six or seven years.
guys opportunity
We feel these guys have really got an opportunity.
company europe extent knew
We knew Europe and Asia-Pacific (future orders) would be difficult, but not to the extent the company just reported.
shortage
There is probably, if anything, a shortage of availability of styles.
cap concerned dominance formed investors market premium thinking trade trading
With its market dominance it should trade at a premium to the industry. But right now, investors are thinking about Adidas and are concerned about Nike's international prospects. So a cap has formed on Nike's trading range.
belief due likely prospects rating stock weaker
We are downgrading our rating on the stock due to our belief that the company's international prospects were likely weaker in 3Q than we had previously anticipated.
athletic consumer fashion interest leading shoes strong
Strong consumer interest in higher-priced athletic shoes is leading to slackening interest in Timberland's fashion products.
came clearly footwear line marquee stronger
They clearly came in stronger than we expected. The marquee footwear line has been very strong.
cindy explain needs perhaps point president son thinking tonight
We?re here tonight thinking about Cindy Sheehan and how she needs support. Perhaps the president can come out at some point and explain to her how come her son died.
cup exceed hearing match million nike spend
We're hearing that Nike is going to match or exceed the 145 million euros Adidas is going to spend for World Cup events.
force huge market nike percent share simply tried
They really have tried to have a very different product, and they had to do that simply because Nike is such a huge force in the marketplace, with about a 44 percent of market share in this country.
apparel call content fashion improve terms
They (Reebok) got a wake-up call in terms of Nike's announcement in terms of recognizing the need to improve the fashion content of their apparel business.
attuned europe fashion luxury nuances perceived product
They are attuned to fashion nuances in Europe. Also, Timberland is perceived as something of a luxury product in Europe and Asia,
business continue front prospects
The business prospects on the international front continue to become more and more important for Nike.