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Macy's, Inc. Message Board

rwcva 29 posts  |  Last Activity: Jul 28, 2014 10:55 AM Member since: Feb 19, 1998
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  • Note in the major holders section of the stock board that the last value calculatio of Soda was more most recently callculated on April 30th. Soda has declined approx 25% since then. Numerous mutual fund holders will not be happy to see that SODA has still been listed as in their portfolios.

  • can be found on the headlines section of this quote board. Re July 24 with title of "can soda really be bought for $40."

  • Reply to

    No conviction for a deal.

    by agamemnus_0 Jul 15, 2014 2:12 PM
    rwcva rwcva Jul 15, 2014 2:51 PM Flag

    The yoga customer certainly is aware of LULU, but so are Apparel retailers who are now merchandising the segment . Recently Macy's has set up shops in it's top markets. Look for GAP, and Banana Republic to do the same as the expand within these established nameplates and their own version. Nordstrom has added more of this category to the active wear section. LULU is a look that is very hot on the Twitter, and Facebook conversations but in a GENERIC context. The users seek the look, but NOT the pricing. Even Nordstrom is. very careful to keep the price points somewhat competitive.

  • rwcva rwcva Jul 10, 2014 8:34 PM Flag

    You are right for once. Now is NOT a good time to bail. As other retailers struggle to correct inventory inbalances and shifting customer tastes, Macy's regional breakdown off stores by classification demands and finding BASIC MERCHANDISE that has a far longer selling season life has resulted in fewer markdowns and higher margins. The trends of fashion are set by it's Bloomingdales flagship and key regional locations and quickly communicated to Macy's for tweeting knockoffs and styling modifications to fit into the regional classification variances of customer taste. The autumn season which then leads into Holiday where Macy's excels in ,getting turnover per foot.

  • Reply to

    why SodaStream has no offer to be bought.

    by tuvu1 Jul 9, 2014 1:13 PM
    rwcva rwcva Jul 9, 2014 1:46 PM Flag

    Costco merchandises COKE sweetened with"real sugar" imported from Mexico in glass bottles. It is a big seller, certainly not stacked 6ft high, but never the less sells very well. They always see to be restocking the stack

  • rwcva rwcva Jul 9, 2014 12:56 PM Flag

    Necspresso has been a huge failure. Try to find in a most grocers. Starbucks markets K cups with GMCR, which are highly successful at Costco. The Starbucks customer is far less sensitive to price increases. Morning coffee is a regular ( addiction? ) that has existed for decades. Starbucks has just perfected it. No doubt,that SBUX has reached a real challenge to continued growth. And so the expansion of pastries and lunch oriented takeaway. Those other beverage segment players have LOTS of categories to market. SODA has ONE...home carbonation. Just WHAT % of the overall BEVERAGE consumer segment does SODA occupy???? That is the question,that SODA holders IMHO fail to understand and thus put too much hope into this ONE segment..where the beverage industry...has DOZENS!


  • Reply to

    That $1900 psf may be true

    by rwcva Jul 9, 2014 11:00 AM
    rwcva rwcva Jul 9, 2014 12:26 PM Flag

    I agree on you point. But lulu has just about covered the zip codes that can support a high SPF . The rest is all on line now. Just have a presence in the top retail venues. The store planners look at consumer demographics. The locations where Nordstrom, Whole Foods, Crate & Barrel, Trader Joes, Pottery Barn, and Macy's ( flagships over 200,000) , have just about built out. What is left is lower spending power,lower traffic, and less aspirational potential customers. Over locate and the average SPF will fall dramatically.

  • Reply to

    The CTS customer is their worst customer

    by rwcva Jul 9, 2014 10:50 AM
    rwcva rwcva Jul 9, 2014 12:12 PM Flag

    You are absolutely right. I was just making a point, that much of the traffic at TCS completes the purchasing needs elsewhere. If Retailers had to depend on consumers like me and many I know, they would go broke. Well, perhaps not HD, Wegman's, Costco, Nordstrom (rack) and Whole Foods. But I live in a top super zip area, so I so know that we do NOT represent the average consumer .

  • rwcva rwcva Jul 9, 2014 12:01 PM Flag

    GMCR has dozens of products and far over 20 ft in the average major supermarkets on a REGULAR basis and sometimes over 80 yes eighty feet stacked 6 feet high at a Costco. When soda does that on a REGULAR basis then the stock will roar. Meanwhile look at the product footage of K cups and of packaged coffee beans/ground under the various brands including house brands packed by GMCR There is no way for Soda to attain that level of business. dream on!

  • Reply to

    Added $31.51

    by papakoz Jul 9, 2014 11:22 AM
    rwcva rwcva Jul 9, 2014 11:42 AM Flag

    and wait you will. How long 6 months, 12 months, 2 years, 5 years?

  • Reply to

    The CTS customer is their worst customer

    by rwcva Jul 9, 2014 10:50 AM
    rwcva rwcva Jul 9, 2014 11:04 AM Flag

    correction TCS

  • but the street wants MORE! Old Chinese proverb: " When you reach the mountaintop there is only one way to go."

  • Highly educated.Drawn to the innovative lineup. Has an inquiring mind and and a very good memory. Shops very infrequently but very astute to remembering details and such spots knockoffs, copies, versions, and adaptations at Target, Crate & Barrel, Costco, Home Depot, and even Big Lots and then scoops them up. Or, looks carefully at the storage concept, picks up the spare cardboard at Costco, some Elmer's glue at HD and makes storage for practically NOTHING ! Thanks TCS ...great place to SHOP FOR IDEAS.

  • Reply to

    lack of postings here = Who cares !

    by rwcva Jul 9, 2014 9:41 AM
    rwcva rwcva Jul 9, 2014 10:26 AM Flag

    the lower class who don't shop at lulu are the ones whom are but can't afford care. The high income college educated women are too busy to care. And so that leaves the vast wasteland of the middle class who are shopping less. I have tried to avoid females who "care" they make horrible dates, wives, and mothers. A quick one night stand maybe. Overall....who cares ! rules. A major reason for the decline of lulu.

  • Send the bouquets when you can. The regulars have aged and now have less desire to post on here, while being distracted from watching Fox & Friends, a show on Bravo, or Lifetime. Life in America has changed , "this isn't the America I knew" So with gay marriage becoming more widespread, political scandles involving #$%$ more prevalent both right and left, straight and gay, and with those "damn immigrants" ...just as our grandparents hated the entry of the polelocks, ginneys, whoops, dagos, and kraits; the least of worries is some little kid running around with "hottie" written on her panties.

  • We have heard the term many times and from many sources. So, the question is " Is soda best of breed ? But I poise the questions. 1/ is the carbonated segment of beverages B O B. 2/ is the beverage segment of groceries B O B? 3/ Are groceries as part of consumer spending BOB? 4/ Are stocks that are dependent on consumer spending B O B? IMHO there too many "no's for my mind, least of all with SODA. Let the market decide. Right now only 2% of my portfolio is with soda.

  • Just as walk in traffic into lulu has declined, so has interest. The era of shopping in person have turned to ahopping less and shopping smartly. Since the target audience seeks function first and style/product labeling down the list' brands such as LULU are on the DECLINE. See what see is wearing? The unsaid answer: WHO CARES!

  • Reply to

    Beware Investing inSODA

    by gatechne Jul 8, 2014 9:28 PM
    rwcva rwcva Jul 9, 2014 8:22 AM Flag

    The displays in Walmart were real in existance but far exaggerated as to the extent of of percent of actual soda products. In many locations the 20' aisle was comprised of Walmart plastic cups, picnic plates, table cloths. and other picnic supplies. Postings of sales results from sources other than Walmart and Soda itself were made to appear highly successful while skeptics noted that the supply chain was not seeing the demand.
    Psedo experts with impressive mast head websites appeared as pop ups to give the impression of inside or authoritative information on soda. The proof of success is less than 3 weeks ago with the qtr report. There will be the valid disclaimer that the figure will not include the 4th of July week that will be part of the 3rd quarter.

  • It just a continuation of portfolios readjusting their opinion of SODA that began during July of 2011. Look up "historical price" on the information lines of this yahoo stock board. Also, go back over many months of observers posting comments of weak merchandising of soda. This is a result of very poor product relaunches in the last few years. Do remember that soda was started In approx 1909 and has never been a roaring success.
    This in fact that many love the product, but a major hit in the beverage market? N O

  • rwcva rwcva Jul 8, 2014 2:04 PM Flag

    even old timers on these boards can see how juvenile your post is. I was like, OMG, was so!

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