If he can get the women's working, he can become a true lifestyle brand. Sean John can become more than just Puff Daddy's company.
More Quotes from Eric Beder:
The weather has been a boon for players who shipped spring goods early.Eric Beder
It's a very delicate balance for retailers to decide when to transition into the next season, ... Some retailers hope launching back-to-school lines early will result in better margins. But if a clothing chain picks out a trend and puts it into stores too early and that trend flops with consumers, it leads to lost dollars. Retailers don't want to be stuck with extra inventory so they'll start putting out the sales signs fast.
Eric Beder
We're all sitting here waiting for this company to produce earnings from the changes Chuck Conaway has initiated. These changes are going to make a substantive difference. The market believes it. We do too. But it won't start being reflected until we see the hard numbers.
Eric Beder
Every teen retailer has cynical shirts because it's a generation whose values are almost completely cynical, ... They're so clued into marketing and the wired world that they look at things with a more jaundiced eye than their parents.
Eric Beder
Frankly, we believe that this analysis is flawed and somewhat facile. We believe the risks remain acutely material at Bebe and for investors of Bebe.
Eric Beder
The real question is how the rise in gasoline prices is going to affect the holiday season. I think this will be the toughest test of the consumer in at least four years.
Eric Beder
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