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To: orkrious who wrote (23980)12/6/2001 9:40:55 AM
From: AllansAlias  Read Replies (1) | Respond to of 209892
 
Thanks. Do you follow the retailers closely orkrious? Would be nice to have someone drop in with updates now and then.



To: orkrious who wrote (23980)12/6/2001 9:48:19 AM
From: yard_man  Read Replies (1) | Respond to of 209892
 
I think many of the analysts also fail to compare rates of increase with historical rates of increase in sales -- reports of profitability shouldn't be trusted at this pt, IMO. Instead they herald any positive increase in sales.
I think it is telling that HD is slowing its growth -- contrary investor provides a very worthwhile read in this regard.

My experience in the clothing sector -- just as a consumer -- is that the gimmicks employed really are giving consumers lower prices on a historical basis -- have the costs to produce dropped as much?? -- I doubt it.