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Foot Locker, Inc. Message Board

retailexecutive 27 posts  |  Last Activity: Nov 20, 2014 1:26 PM Member since: Dec 20, 1998
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  • being able to be fast and flexible and being able to adapt a strategy to attract new consumers while maintaining a core revenue base that will provide a base that is profitable.This company is doing about as well as one should expect given the fixed cost element of their real estate holdings.As a value store which was their niche when they were successful it can not operate. The buildings are high coat and too large to operate efficiently and compete with retailers in the same market space.Ron Johnson used revolution rather than evolution to make the problem even worse. Truly the wrong person at the wrong time and place. Mike has attempted to stabilize the operation and perhaps to some degree he has done that. Unfortunately a stable operation with the fixed issues they carry will not work.
    A new CEO with some decent credentials may help but a new understanding of how to build value is needed not one that attempts to maintain but one that will truly differentiate them again. Without really understanding how to make the break-even point on current revenue levels there is no opportunity for success imo. I have no axe to grind as I made my money on the short side but I got out too early. So good luck to both sides in this battle. Long term looks pretty shaky to me.

  • Reply to

    GUYS, i've been telling you for months!!!!!

    by jtmm17 Oct 3, 2014 3:12 PM
    retailexecutive retailexecutive Oct 6, 2014 9:36 AM Flag

    You are correct. Fabricone has said it as well. Stating that the growth would remain sensational and it has and the stock price is still going up. Long since 37..

  • first leg doing very well.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Sep 12, 2014 3:22 PM Flag

    I agree 50 is a good point to go to a hold status. How high do you see baba going ? I think 83 on opening day will be the high.

    Sentiment: Strong Buy

  • Reply to

    Sector is going to move up and so is

    by oracle2015 Aug 28, 2014 3:58 PM
    retailexecutive retailexecutive Aug 28, 2014 9:35 PM Flag

    with or without a buyout we are heading up from here. Sector timing is good. Company is making needed changes that will drive sales and productivity imo.

  • Reply to

    Dunkn CEO is on CNBC

    by fabricone1 Oct 23, 2014 3:15 PM
    retailexecutive retailexecutive Oct 23, 2014 3:36 PM Flag

    How did you know he would blame the franchisee ?

  • retailexecutive retailexecutive Oct 28, 2014 8:00 PM Flag

    I Know that you are spam and you are forked.You and your stupid service eat it. ha ha

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Nov 20, 2014 10:44 AM Flag

    You are too funny and you actually do not have it right. No surprise there. What is in Ben and Jerry's is a better question ? Coffee beans freshly ground and water and respect to fair trade is in every cup. The holiday brews are selling like crazy. i went in yesterday and enjoyed a peppermint latte and my wife had a Chestnut praline latte . The store is our neighborhood hangout and they were very busy even at 3 pm . DNKN can not even sell their ice cream in RB anymore as a local guy brought a highend franchise in of ice cream made on the premise and it is great Handles. best ice cream ever and Starbucks the best coffee shop ever. Great if you live in RB where life is beautiful and there are no Dunkin Doughnuts they went out of business over 10 years ago here. Their location is now a yogurt shop. This is one of the best hall of fame companies.

    Sentiment: Strong Buy

  • Reply to

    YHOO - After hour news.

    by mlsmarket Sep 22, 2014 1:06 PM
    retailexecutive retailexecutive Sep 22, 2014 3:02 PM Flag

    I am a buyer below 30

  • Reply to

    Legend CEO

    by hurricanecosk Jul 31, 2014 9:54 AM
    retailexecutive retailexecutive Oct 6, 2014 11:07 AM Flag

    The BOD will not be an impediment. Experience and skill set could be though. We will see. I like TGT from here , Comps are light and we should see strong improvements.

    Sentiment: Buy

  • Reply to

    Cramer Says That JCP Is going To $12.00.

    by byetwoholed Aug 25, 2014 2:00 PM
    retailexecutive retailexecutive Aug 25, 2014 2:23 PM Flag

    I hope he is right. This is a long term short though but I can wait a bit I like it as a short at 12+. Momo is keeping it flying now.

  • Equities in safe growing companies is the answer,

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Oct 6, 2014 10:51 AM Flag

    What has happened so far ? More importantly what will happen in the next 100 days ? The rhetoric is less about real change than I anticipated. The pre-change noise and post change activity reminds me of President Obama. Strong campaign but not too much traction or promise for much. I have used this evolution line versus revelation myself. The difference was that we built a dynamic company that embraced the fly wheel concept that what we were managing was a marketing machine not a telemarketing company. This opens the windows of all associates and brings smart goals and plans that leads to major change in performance. I expected this from Mark and maybe he will find his fly wheel. Every retail concept I know has major levers and to change results you must actually pull the lever rather than just talk about it. Marketing has been a long term problem/ opportunity here and I believed Mark would be an agent of change to initiate the requirements to make it happen. Perhaps he will still fulfill the pre-change rhetoric that the Clinton Group proposed. I hope so but the activity is a bit lighter than I anticipated .Where do we go from here ?

    Sentiment: Hold

  • retailexecutive by retailexecutive Aug 27, 2014 5:13 PM Flag

    going to 25 in less than 12 months. The savings from the consolidated backroom operations is still not fully baked in to the stock price. They enjoy leading market share in all Brands they operate , Debt is dropping very quickly. Will be zero debt in 2 years maximum.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Aug 28, 2014 4:43 PM Flag

    No stores in Europe, Ukraine, Russia or Syria. Company will beat the street. Back to School looks good and back of house leverage will drive earnings improvement.

    Sentiment: Strong Buy

  • Reply to

    Q-Bird flies again

    by mr_harry_lime Oct 6, 2014 11:14 AM
    retailexecutive retailexecutive Oct 6, 2014 12:15 PM Flag

    If the QVC new issue actually were to acquire all the HSNI shares it could make a difference but I would not count on that anytime soon but you should consider both HSNI and the new QVC issue a buy as they are both superior operators and can compete in the current and future of interactive retailing in my opinion. VVTV does in fact merit a speculative hold as well . Mark will attempt to affect enough change to improve the shares to at least the same price as Keith would have been able to achieve. I look for $8 but this is a long way off at the current rate of improvement imho.

    Sentiment: Hold

  • Reply to


    by A Yahoo! User Dec 31, 1969 7:00 PM
    retailexecutive retailexecutive Oct 22, 2014 2:53 PM Flag

    you have it correct.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Oct 23, 2014 12:37 PM Flag

    I sat with John in his office and spoke with him at great length about the future of Fred's . He had a plan and a vision of expansion for the entire Sun Belt Southwest. Increases of distribution centers and becoming the King of tertiary markets using the pharmacy as a "bell cow "strategy to drive store traffic and generate a strong EBITDA.
    In those days they had no long debt at all. I had meetings with the CFO and the Store Operations VP as well and I thought for a company of their size to be a pretty good team. What I don't understand is how they recruited or built fill backs. Bruce is a fool and an old style manager with a loud voice and minimum talent. John and Michael made a huge mistake trusting him to manage this enterprise. They had an enormous opportunity that they wasted due to fear.The CFO is still there and I often wonder what happened. John was old and appeared to be ill . Maybe that is what happened. He appeared to be smart and strategic and the company was doing pretty well. What happened ???

  • There is an over weight of negative sentiment holding share price down on DSW shares currently. The release and earnings tomorrow along with the conference call is scheduled during trading hours. very Bullish indeed. Look for an improved outlook with better than expected eps for the past quarter. This should signal a strong buy.

    Sentiment: Strong Buy

  • Reply to

    Valuation 87M home cable network

    by marubozo100 Aug 28, 2014 9:44 AM
    retailexecutive retailexecutive Aug 28, 2014 11:47 AM Flag

    I have it a 1.30 B but the assumption is that there is a profit of 1% after taxes. In any case if MB gets this revenue side untangled and differentiation is one of the key planks in this strategic platform we have a winner here. So far he has made some good moves. He introduced himself to the organization and Wall Street in an appropriate manner. he laid out a modest vision statement and began to act on getting the right players on the bus. Now he needs to add to this strength and get them in the right seat.

    The merchandise strategy and marketing communication will be the key and that is lacking at the senior level but FS will help out some there imo.

    This is not Q and while they still are the king pins of this strategy you can not succeed by just doing the same thing as they do. It is like an AA minor league hitter going up against the major league all star caliber pitching. You can swing the bat but you better get a plan on how to hit this guy. KS taught the team how to play defense and tried to teach them how to hit but at the end there has to be capable talent.

    This is a AA team and an OK one but they need to step up and make it major league caliber and that is the single hardest challenge MB has as the playing manager. This is a Hall of Fame opportunity to be sure and I think he is up to the challenge but he must have his 100 day plan and his 200 day plan in place and operating it at some improved efficiency from the past performance. Good luck to the long side here.

    Sentiment: Strong Buy

54.55-2.45(-4.30%)Nov 21 4:00 PMEST

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