William Schmitz
William Schmitz
begun brand clear environment late turnaround uncertain
What is clear is that (the) uncertain macro environment and brand turnaround begun too late are not just short-term hiccups,
appear businesses commodity costs difficult eating overhead remains savings
Even after significant progress, overhead remains high, some businesses appear difficult to fix, and commodity costs are eating away savings earmarked for reinvestment, ... buy.
current easy quick solution
We don't see a quick or easy solution to current problems.
balance believe despite given magnitude outlook somewhat stock strong today
We believe the stock could be strong today given the magnitude of the beat, despite a somewhat tepid outlook for the balance of the year.
ability care dynamics environment europe hold operating personal pricing remain together tough
Management's ability to hold it together in a tough operating environment is commendable, but pricing dynamics in U.S. and Europe personal care remain worrisome,
discipline instill needed permanent
Ideally, Ketchum's interim responsibilities become permanent and instill much needed discipline into Newell's tattered culture, ... buy.
business commitment fixing line shows
On balance, today's announcement is in line with our expectations, and shows commitment to fixing this once high-flying business going forward,
again blades compelling margin power programs prospects savings
(The company) again demonstrated the power of its cost- savings programs and the compelling top-line and margin prospects of its razors and blades business.