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ValueVision Media, AŞ Message Board

retailexecutive 56 posts  |  Last Activity: May 27, 2016 1:02 PM Member since: Dec 20, 1998
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  • Reply to

    A few more thoughts on BR

    by mr_harry_lime May 26, 2016 3:01 PM
    retailexecutive retailexecutive May 27, 2016 1:02 PM Flag

    I agree with Harry and you Tarzan. I believe BR has accepted some accountability for the current situation. As a new Board Chairman he did take appropriate action if perhaps a bit late. KF was engaged to protect the Board and in view of the recent history I believe it was a good and appropriate decision. This an executive whi is a real leader in my opinion and believe that the company has a better chance than under the prior administration which I characterize as a lot of blow but no go and not an effective manager.The question that needs to be answered is can we see an effective renegotiation of carriage terms lowering the fixed cost. The grow out to bring fixed costs to a reasonable level is challenging to say the least.
    A distribution of sales map would be a good starting point in building a new partnership with the MSO base. An additional 25-50 million cost reduction creates a whole new paradigm. A very profitable one . Then couple that with a double digit sales gain which I have always believed was available to the company by differentiating and elevating the taste level and building stronger value statements and then a much stronger focus on customer services, They lag the industry in all of these categories but I do see some improvements . Tough road but with an improved map and a permanent driver the journey could bring us to a favorable destination.

    Good start last quarter.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive May 26, 2016 3:29 PM Flag

    You have it correct in my opinion. Kerrsdale refuses to post their stupid thesis anymore on Seeking Alpha because they were ridiculed and exposed for their lack of clear analysis. Whole thesis was thet did not believe they would do any where near what they have since their first short bombs

    Sentiment: Strong Buy

  • Reply to

    BR's name is in the KF hopper for CEO!

    by tarzanevine May 25, 2016 9:02 AM
    retailexecutive retailexecutive May 25, 2016 10:12 AM Flag

    My rate with TWC went from 168 to 210 in one month.The KF Hopper is really an empty cup , BR is the man for this job. They will not find another better who can actually take this on. QVC and HSN have no one , This still is a complex business that has a lot of moving parts. BR fits the bill and the board should close the deal.I will increase my stake on that news.BR is highly motivated as well as knowledgeable . He has a balance of operating and financial experience in this space as well as other retail background which is pertinent to the post here as well.

    Sentiment: Strong Buy

  • Reply to

    Nothing wrong strong buy

    by fabricone1 May 24, 2016 10:23 AM
    retailexecutive retailexecutive May 24, 2016 11:13 PM Flag

    RIGHT YOU ARE

  • Reply to

    Boycotts are useless ask Starbucks

    by retailexecutive May 19, 2016 4:17 PM
    retailexecutive retailexecutive May 20, 2016 1:17 PM Flag

    You are correct. Remember when they went after Chick Fillet ? Record lines at all the stores. Set a record quarter.

    Sentiment: Hold

  • retailexecutive by retailexecutive May 19, 2016 4:17 PM Flag

    This is mostly BS and someone who believes one way can always find opposition. The real shoppers of Target are not boycotting. The Walmart shoppers may be . Walmart is achieving their goals our CEO is too busy to focus as he is staking out a political position. Who really cares what he thinks about non Target business anyway. I would like him to weigh in about out of stocks and fixing the assortments. Restrooms ? Follow the law and keep them fresh and clean.

    Sentiment: Hold

  • Reply to

    Dear Mr. Cornell

    by retailexecutive May 19, 2016 11:19 AM
    retailexecutive retailexecutive May 19, 2016 4:12 PM Flag

    No they are abnormal but still can be right. My post was not about politicizing anything. I do not care and I don't want my CEO blasting out positions that paint the corporation in any negative light. it is not necessary and it certainly is not wanted and the thinking was not based on the law or any objective weigh in that was well thought out. Follow the law, If the customers don't like it go to your Congress. In 20 years or so it will change based on their actions of dealing with something that directly has an effect on a virtual minority.

    Sentiment: Hold

  • retailexecutive by retailexecutive May 19, 2016 3:46 PM Flag

    The retail beat down was over done. This stock has a PEG ratio of 0.78 a forward PE of under 12 . And a very high growth rate of around 3x the current PE. Should sell for around 45 . So a value and growth stock all in one.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive May 19, 2016 11:19 AM Flag

    Target has for many years taken a back seat to no company when it supports the communities that the stores do business in with a 5% donation of pre-tax profits. This has made a huge positive impact over the years and has been appreciated by the communities. Target has built a powerful Brand and Brand image over the years with the consistent execution of merchandising and marketing strategies. It pains me to no end to see the company to get involved into the public political ideology on any issue . The consumer does not require it and your mission statement does not directly support it either. Please remain focused on building Target to a level of where it is once again the best of class. This is achievable and should be where 100 % of the effort of an able management team is focused. Leave politics to the local level.

    You have enough work to do in just tracking back to the Walmart growth metrics.

    Thanks for your consideration.
    I am a former Target executive and it is very disheartening to see my former company involved in issues that are divisive to our customer base.

    Best of luck but we both know luck is quality preparation and opportunity coming together,

    Sentiment: Hold

  • Reply to

    Target Politics

    by ergov May 17, 2016 10:19 AM
    retailexecutive retailexecutive May 17, 2016 11:52 AM Flag

    Your position is well thought out and clearly articulated. I believe it was an error as well. I worked at Target as a store supervisor for many years and it was the darling of the industry then. It still is the best mass merchant in the world in my opinion but the standards and merchandising and poor strategy and lack of strategy have begun to damage the Brand a bit. The Brand is still a good one but the lack of attention to prudent decision making has been diluted since Bob Ulrich left the company. Target has been blessed with the right CEO at the correct time over the years with stalwarts like Pistner, Macke,Bruce, Hall , Ulrich. Steinhoffel was a talented merchant but a lousy CEO. Cornell has been heralded as the second coming. He has given the company stability but the merchandising has not developed at all. I am hopeful that the Nordstrom's exec will make a difference. Merchandising is the key to finding their growth again. Store operations has shifted from being the best in the industry to just trying to be a little better than competition. I must say some of the competition has improved their game.

    Sentiment: Hold

  • Reply to

    Waiting for 22 . Don't get sucked in too soon

    by fabricone1 May 16, 2016 4:55 PM
    retailexecutive retailexecutive May 16, 2016 4:56 PM Flag

    You are correct Chanos is not covering

    Sentiment: Sell

  • retailexecutive retailexecutive May 13, 2016 1:25 PM Flag

    I believe they are a Best of Class Retailer in many ways but their marketing has driven a strong spender group out of their stores, Lack of classic assortment in both Ladies and Men's wear has driven the consumers of this wanted product. Generally they are serving a customer base that has limited funds. Maybe nice for trend but the trendy are buying looks at lower price points . Low options for the classic RTW customer. The Rack may solve the price issue but I think this is a new trend and the entire merchandise strategy needs a strong audit against marketing targets. They have a staff that can execute an improved marketing target. Probably gets worse through the summer as I have been reviewing their stores. To be honest JCP is better tuned in to their customer base than JWN is to theirs. I do recognize they are not the same base but the marketing principles must be obeyed to be successful. Wrong timing, wrong assortments, Case in point is the shoe department. Once the keystone is now just in line with other department stores not better. The day of the "Merchant Prince "is dying all over the industry but has left the building here. While the concept of sabremetrics has long been used in retail decision making the management must be careful how the results are interpreted or they can end up driving the assortments down to the middle. The problem is that the middle consumer has more and better alternatives. Upper middle is the only profitable niche for them imho.

    Sentiment: Hold

  • retailexecutive retailexecutive May 11, 2016 6:40 PM Flag

    The shoe category is a bit tougher as an on-line transaction as return rate tends to be higher, In a store you know when you leave that the shoe fits properly. This company just set a record for revenue. Going up from here.

    Sentiment: Strong Buy

  • Reply to

    After Earnings PPS $115 by friday

    by hrbart May 9, 2016 11:24 AM
    retailexecutive retailexecutive May 9, 2016 12:35 PM Flag

    would be nice even 110 it will hit 125 by year end imo

    Sentiment: Strong Buy

  • retailexecutive retailexecutive May 6, 2016 3:08 PM Flag

    Too soon to call on long term viability under BR imo Plenty of upside either way though.

    Sentiment: Strong Buy

  • Reply to

    This looks like the classic "CRY and BUY "

    by fabricone1 May 5, 2016 1:09 PM
    retailexecutive retailexecutive May 5, 2016 1:18 PM Flag

    This is a value and growth stock at the same time. Makes it a great buy on these kind of dips. The free cash flow is over 80 million . The growth of earnings is over 30% and the PEG ratio is an extremely low 0.80. Couple this with an extremely low forward PE of around 12 X in a market that is selling at 17X and you have all the reasons you need to buy at this level. There is nothing at this point to stop the growth. Great advertising and marketing and wonderful international growth and that was with a strong dollar. Dollar appears to be slumping a bit and that will be even better for International sales.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive May 2, 2016 5:01 PM Flag

    Totally agree looks like the call of 45 is a real number to look at.

    Sentiment: Strong Buy

  • Going to be painful for the short interest here no matter what kind of BS they peddle.

    Sentiment: Strong Buy

  • Reply to

    Nice price action today

    by fabricone1 Apr 21, 2016 1:15 AM
    retailexecutive retailexecutive Apr 25, 2016 5:34 PM Flag

    What I like about the CS analyst is that he upgraded quickly when the price moved pass his/ her original target of 39. My favorite call was MKM Partners when they gave it a major buy call around 32 or 33, The street is starting to warm up to my baby here.

    Sentiment: Strong Buy

  • Reply to

    Sell?

    by infomaniac_whoa Apr 25, 2016 12:46 PM
    retailexecutive retailexecutive Apr 25, 2016 1:04 PM Flag

    shorts are cooked for sure as t will probably be 45-50 by year end . No resistance until a bit at 49 but it should get through that. Forward PE is only 13. 25 x PE takes us past 50 in 2017. Still a table pounding buy in my opinion. There is not a quality retailer selling so cheap on both a fundamental and technical basis in the entire market. If anyone knows of one buy it and post it I would buy it as well.

    Sentiment: Strong Buy