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Abercrombie & Fitch Co. Message Board

bobva1 23 posts  |  Last Activity: 10 hours ago Member since: Aug 28, 2013
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  • Reply to

    GMCR ..

    by epb2840 11 hours ago bobva1 10 hours ago Flag

    A search on google will show that Keurig has not done advanced publicity of demonstrating of Kold brewers in a retail venue. It is unlikely that any product will appear on retail shelves before Labor Day. If then. If info is there to prove otherwise, please update, thanks.

  • Reply to

    What is going on?

    by aadaytrader 12 hours ago bobva1 11 hours ago Flag

    counter top appliances are a declining category. The new brewer is not needed by consumers and is overpriced to appeal as a gift. The upcoming SodaStream brewer is also headed toward weak results for the same reason.

  • bobva1 12 hours ago Flag

    out of sight...but not out of mind.
    There will be plenty of opportunities ahead to comment on the narrow trading range of Soda.
    The trading days before the release of the qtr report have usually seen upticks based on speculation of growth.
    After that, the reality will again settle in for the MEH, stagnation and "stuck in the mud."

  • I do not seen a financial discussion board as a site for large amounts of humor.
    Sarcasm. certainly. But, when month after month and specifically when quarter after quarter SODA has not shown success in the US but maintains a higher PE than it's peers needs to be seriously questioned by longs to the management team. I have not seen much mention of investors concern about that, just month after month of hope and speculation. Investment gain is rarely accomplished on hope.

  • bobva1 Apr 30, 2015 11:07 AM Flag

    slow down atty. Nowhere in any of my posts have I suggested bankruptcy for soda or you. I have merely written that the PE is too high. I have written ( yes, even restated) actual sentences from the soda quarter reports about the expectations of not been met within the US market. Note that when commentary on financial media such as Fox Business or in the WSJ that drops in share prices occur a close reference is made to weak results of sales or profits. A current commercial for Ameritrade on cable shows a. investor dismissing his advisor due to successive quarters of underperformance.
    The comments I make are based on the actual visible efforts and results of Soda in the US market.
    Atty, your comments about dumb US consumers who prefer to lug home beverage bottles, or investors who do not see the potential for SODA are spot on. Yes, I agree with your observation. BUT, that IS and has been the situation in the US. So, much so that the products managers of US retailers have been reluctant if not down right stubborn about putting forward SODA's product lineup. Soda's effort on working on inventory replenishment has been weak and noted by various posters.
    Strong believers of Soda's potential need to form and put forward an investors inquiry at the annual shareholders meeting asking for specific questions WHY soda has such a weak marketing effort in the US.

  • As to my posting when the share price drops... you have that right. A look at the 2 year chart here on yahoo, shows LOTS of DROPS for soda...with the resulting periodic posts by me.
    It is NOT Me who puts up the red downward arrows's the traders on nasdaq who have seen quarter after quarter of soda's management fail to deliver sales and profit growth up to the expectations of those who regularly are in the denial of the reality of the performance.

  • Reply to

    SODA will not get acquired one day.

    by jk4763 Apr 30, 2015 6:01 AM bobva1 Apr 30, 2015 9:48 AM Flag

    YES, I post when the stock is DOWN. A decline in the share price is a confirmation by the traders on NASDAQ that SODA's PE is too high.
    Mention was made that Soda was once at 70. That was when there was speculation that Soda would dramatically increase market penetration. That never happened and thus the share price fell. Only WHEN soda shows sharply increased sales and bottom line PROFITS will the share price rise .
    The truth is in the quarterly statements NOT what I or others may opine.

  • Reply to

    SODA will not get acquired one day.

    by jk4763 Apr 30, 2015 6:01 AM bobva1 Apr 30, 2015 9:40 AM Flag

    It 's the PE of 33 that is out of line for soda. KO and PEP are in the mid 20's . Soda MUST increase it's bottom line PROFIT to justify a PE above others in the consumer beverage sector. So, IMHO at current market trends 20 is right for speculation....but not right for a realistic valuation.

  • Reply to

    Retail sales sluggish

    by gillstanford Apr 14, 2015 10:31 AM bobva1 Apr 28, 2015 8:11 AM Flag

    A question for you: dr_dr_detroit
    Have you ever held a senior executive position in the Retailing field?
    Part of the experiance of a retail executive is observing others in the various segments of retail and noting what they are doing well and what is not. What is the position of that business, in it's innovation and it's potential for profitable growth. How many trips have you made to a TCS location over the last 18 months?

  • Reply to

    How Hillary wins...

    by msch8864 Apr 16, 2015 9:21 AM bobva1 Apr 27, 2015 10:00 PM Flag

    You are delusional on the 99% . You are insulting the intelligence of many highly educated women who are conservative thinkers and have a mind of their own and WILL VOTE CONSERVATIVE. That Hillary will add votes from independant women is a given. But to the extent that you say it will " be easy"
    N O.....W A Y !

  • Reply to

    Retail sales sluggish

    by gillstanford Apr 14, 2015 10:31 AM bobva1 Apr 27, 2015 8:05 PM Flag

    as I wrote, earlier. And now, the reality of that "lack of appeal" shows in the just released qtr report.

  • Reply to

    $18 soon, over reaction

    by cpasific Apr 27, 2015 4:36 PM bobva1 Apr 27, 2015 8:00 PM Flag

    TCS added over 7 new stores in 2014. Increased total square footage of selling space. Yet, total sales were close to FLAT. So, the attention by the investment world will CONTINUE to be on SALES PERFORMANCE and PROFIT performance. Pay attention to the what effort will be made by the merchandising team to increase volume. Speculation can push the share price upward. But only solid results can keep it there.

  • bobva1 Apr 27, 2015 4:22 PM Flag

    SSS for the 4th quarter were over 2.5 million BELOW your "from the conference call...."
    I would expect that the weak performance WILL CONTINUE?

  • Well, it appears that you may very well have the chance to buy within that range again.
    An opportunity to make a strong doubling or tripling of those buys will not happen until SODA sees a doubling or Tripling of profits over multiple and continuous quarters.
    The continued inability to close over 21.50 IMHO shows that worldwide investors see little possibility of SODA achieving such growth within a satisfactory time frame.
    Posters on here, have expressed a patience of 2 to 3 years.
    Again, IMHO , the consumer beverage industry is changing so rapidly and so strongly favoring the gigantic multinationals that I see SODA as not being able to achieve that.

  • I am more interested in SSS"
    The last back to school quarter( of 2014 ) saw TCS reporting a DROP of 3.5 % in SSS.
    IMHO It is highly unlikely to see TCS reporting strong results over the next 2 quarters. is IMHO ....that TCS is NOT a dynamic retailer

  • ...that affect even those who have shown strong growth such as Nordstrom, Kohl's, and Home Depot, just how does SEARS with YEARS of decline have ANY chance of survival without selling off a major portion of their assets to extend the continuation of their nameplate for more than 2 years?

  • So, it should come as no surprise with the upcoming TCS release that one of the least dynamic retailers will show another underperforming quarter.

  • Reply to


    by attymdmnola Apr 22, 2015 4:07 PM bobva1 Apr 23, 2015 10:33 AM Flag

    exactlly...."until it closes over $21 ...stuck in the mud".
    or as I had posted numerous times..the MEH continues, and later rephrased to stagnation.
    Now..."stuck in the mud" is a. appropriate description.
    IMHO without a strong EARNINGS increase. The above situation will remain

  • Reply to

    Retail sales sluggish

    by gillstanford Apr 14, 2015 10:31 AM bobva1 Apr 16, 2015 9:32 AM Flag

    Some segments of retailing are sluggish throughout the year. TCS is one of them.
    Without a fashion appeal, without aspirational staus categories, without innovative products that create desire to own.TCS lack an appeal to drive over and browse and buy. Thus bland results.

  • Reply to


    by hwardeinhorn Apr 13, 2015 8:28 AM bobva1 Apr 13, 2015 8:51 AM Flag

    Your portrait of that Sears shows a retail location that serves it's trading area very well. BUT, just how may lcations accross the USA are within that demographic and consumer need? Perhaps 60 to 100? More?
    Now, a question. If that Sears closed tomorrow, would consumers be without a shopping source? The combination of a Kohl's, Old Navy, Home Depot ( or Lowes) , Target, and a JC Penney would serve those cusfomers very well. Accross the nation, modt consumers ARE CHOOSING to shop elsewhere. That would include an overlap with shopping at Macy's, Lord & Taylor, Ace Hsrdware, and Marshall's all of which offer price points within that of Sears.

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