An alliance, joint venture or minority investment with option for increased ownership would enable Home Depot to participate in China's economic development without the difficulties associated with navigating its political and cultural challenges alone.
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We obviously monitor consumer confidence as an indicator of how consumers are feeling about the broader economy, but we also look at a number of other indicators.Matthew Fassler
School Specialty is a smaller company. It's the largest distributor of educational products to schools. And simply put, this is a company with a terrific competitive position and a very strong management team that I think is very well positioned for growth over the next several years.
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The largest retail sectors would be home improvement, consumer electronics, books, music, toys, office supplies. We describe anything that hurts when it falls on your foot.
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The company remains the dominant operator in music retail, but its aggressive online promotional stance continues to threaten the company's earnings trajectory.
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For the first time, both industry leaders are posting numbers suggestive of a strong product cycle.
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