Mark Husson
Mark Husson
computers fine retailers terribly using work
There is a terribly fine line. So, what the retailers are doing is using computers to do the work for them so they can downgrade their staffing quality.
breakout experience financial sort
There's no breakout here, no 'brave new world' experience here, but at least there's no breakdown. So when you've got something that's teetering on financial insolvency that does better, it's sort of encouraging.
basically debt
Shareholders basically have got more debt, more fees, more equities.
base customer environment given tough year
It was a tough year for Wal-Mart given the macro-economic environment and its customer base being under pressure.
body downward essential helps major perform pull seeing
It's an essential move. Winn-Dixie was in a downward spiral, and this kind of restructuring helps them pull out of it. If you've got a body that's sick, you perform major surgery. What we're seeing here is that major surgery.
beat company earnings forecast momentum
We've got momentum sellers. The company didn't beat the earnings forecast on the upside.
attracted brazil expansion growth indication
Wal-Mart's expansion in Brazil is an indication that they are attracted by the country's growth prospects.
fact growth investing management market pay perverse takes view
They said they were investing in their growth, which is something we pay management to do. The fact that the market takes this perverse view is baffling.
seems sign
There seems to be no sign of inflation.
excuse eyes good retailers talk tempted weather
The weather is not a good excuse for not outperforming. One is always tempted to have their eyes glaze over when retailers talk about the weather but the (impact) is real.
cottage due economies foods industry larger level mainstream major natural needing next players scale success tremendous
I think the natural foods industry has been a tremendous success as a cottage industry, and I think the larger players now are needing to take it to the next level and get the economies of scale that are due to major mainstream companies.