Comments for Retail Geeks http://www.retailgeeks.com Deconstructing Managerial Spin in the Retail/Consumer Space Wed, 04 Aug 2010 15:20:47 -0400 http://wordpress.org/?v=2.8.4 hourly 1 Comment on Lost in Imitation: AEO Copied in China by G. Robert W. http://www.retailgeeks.com/2010/08/02/lost-in-imitation-aeo-copied-in-china/comment-page-1/#comment-2566 G. Robert W. Wed, 04 Aug 2010 15:20:47 +0000 http://www.retailgeeks.com/?p=2832#comment-2566 haven't ever seen a 50% jean sale at a teen-tailer.....can't be a good sign http://www.aeropostale.com/shop/index.jsp?categoryId=3534619&affiliate=y&cm_mmc=GAN-_-Buxr.com-_-Text-_-Primary haven’t ever seen a 50% jean sale at a teen-tailer…..can’t be a good sign

http://www.aeropostale.com/shop/index.jsp?categoryId=3534619&affiliate=y&cm_mmc=GAN-_-Buxr.com-_-Text-_-Primary

]]> Comment on So Much for that “Aggressive Shift Toward a More Customer Focused Environment” at PSUN by psun IS DEAD http://www.retailgeeks.com/2009/10/22/so-much-for-that-%e2%80%9caggressive-shift-toward-a-more-customer-focused-environment%e2%80%9d-at-psun/comment-page-1/#comment-512 psun IS DEAD Fri, 12 Feb 2010 14:43:37 +0000 http://blog.tiburonresearchgroup.com/?p=634#comment-512 Yes - It is the same in the NY area too. Three weeks ago I saw 1/4 of a high volume mall store in clearance with 70% off. That is a large loss on initial retail value - suggesting the company is ina serious cash crunch (which we know they are). Two weeks ago, we went to am outlet mall where 75% of the store was 60 to 80% off original price. Look at Volcom's latest conf call transcript - they say their PSUN sales are down hard owing to (among other things) the PSUN outlets being so full of close-outs that Volcom cannot sell direct into the PSUN outlets anymore. 4Q will be a "kitchen sink" qtr for this new mgt team - throwing every loss they can into it (to absolve them in 2010). At 7x the estimated CSFB and JPM 2010 EBITDA estimates - the stock is worth about $1 Yes – It is the same in the NY area too. Three weeks ago I saw 1/4 of a high volume mall store in clearance with 70% off.

That is a large loss on initial retail value – suggesting the company is ina serious cash crunch (which we know they are).

Two weeks ago, we went to am outlet mall where 75% of the store was 60 to 80% off original price.

Look at Volcom’s latest conf call transcript – they say their PSUN sales are down hard owing to (among other things) the PSUN outlets being so full of close-outs that Volcom cannot sell direct into the PSUN outlets anymore.

4Q will be a “kitchen sink” qtr for this new mgt team – throwing every loss they can into it (to absolve them in 2010).

At 7x the estimated CSFB and JPM 2010 EBITDA estimates – the stock is worth about $1

]]> Comment on Is the Unabomber in Charge of Internet Marketing at SHLD? by Jake http://www.retailgeeks.com/2010/02/03/is-the-unabomber-in-charge-of-internet-marketing-at-shld/comment-page-1/#comment-494 Jake Tue, 09 Feb 2010 15:22:00 +0000 http://www.retailgeeks.com/?p=948#comment-494 Sears could start mentioning their facebook page on their signage and in circulars and get a million followers in 30 days easy. Complete no-brainer. Plus given their franchise with Craftsman and maybe Lands End, they could start building demographically oriented sub-communities to increase their social media conversations with these buyers and likely accelerate sales. But, you know, that's only if they're interested in selling more stuff. Sears could start mentioning their facebook page on their signage and in circulars and get a million followers in 30 days easy. Complete no-brainer. Plus given their franchise with Craftsman and maybe Lands End, they could start building demographically oriented sub-communities to increase their social media conversations with these buyers and likely accelerate sales. But, you know, that’s only if they’re interested in selling more stuff.

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