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The commercial market for auto parts is still growing. This segment is still really in the early stages of its life cycle. - Alan Rifkin Quotes

The commercial market for auto parts is still growing. This segment is still really in the early stages of its life cycle.

Net-net, the change is expected to boost earnings on a continued operating basis. - Alan Rifkin Quotes

Net-net, the change is expected to boost earnings on a continued operating basis.

People are increasingly concerned, given what Wal-Mart said, that higher gas prices are going to hurt the spending power of the consumer. - Alan Rifkin Quotes

People are increasingly concerned, given what Wal-Mart said, that higher gas prices are going to hurt the spending power of the consumer.

Hurt

clearly a positive step in the right direction, and it showed that Circuit City store renovation and relocation strategy is moving in the right direction. - Alan Rifkin Quotes

clearly a positive step in the right direction, and it showed that Circuit City store renovation and relocation strategy is moving in the right direction.

We believe that, with current sales trends still weak, the company's holiday selling season could very well be hampered, - Alan Rifkin Quotes

We believe that, with current sales trends still weak, the company's holiday selling season could very well be hampered,

At the end of the day, with oil touching $70 a barrel, that is not good for the consumer. When we are all paying more at the pump to fill our cars, that's less disposable spending that we all have to spend at retailers. - Alan Rifkin Quotes

At the end of the day, with oil touching $70 a barrel, that is not good for the consumer. When we are all paying more at the pump to fill our cars, that's less disposable spending that we all have to spend at retailers.

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment, - Alan Rifkin Quotes

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment,

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment, - Alan Rifkin Quotes

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment,

Home

This change basically affects the timing of when the rebates are accounted for, ... The way Best Buy will do it now is typically a more conservative approach. - Alan Rifkin Quotes

This change basically affects the timing of when the rebates are accounted for, ... The way Best Buy will do it now is typically a more conservative approach.

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole, - Alan Rifkin Quotes

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole,

We admire Home Depot's solid execution and productivity, ... We continue to have a more positive view on the macroeconomic environment over the next six to 12 months. - Alan Rifkin Quotes

We admire Home Depot's solid execution and productivity, ... We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.

We admire Home Depot's solid execution and productivity. We continue to have a more positive view on the macroeconomic environment over the next six to 12 months. - Alan Rifkin Quotes

We admire Home Depot's solid execution and productivity. We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.

If you look at the four hurricanes last year, which had combined insured losses of $23 billion, both Home Depot and Lowe's benefited by about 100 basis points on their same-store sales, - Alan Rifkin Quotes

If you look at the four hurricanes last year, which had combined insured losses of $23 billion, both Home Depot and Lowe's benefited by about 100 basis points on their same-store sales,

Home

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole. - Alan Rifkin Quotes

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole.

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment. - Alan Rifkin Quotes

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment.

Home

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment. - Alan Rifkin Quotes

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment.

We remain very positive on the home improvement sector and Home Depot's prospects, particularly given current valuation levels. Home Depot shares are currently trading in line with the five-year historic low forward price-to-earnings ratio, based on consensus estimates. - Alan Rifkin Quotes

We remain very positive on the home improvement sector and Home Depot's prospects, particularly given current valuation levels. Home Depot shares are currently trading in line with the five-year historic low forward price-to-earnings ratio, based on consensus estimates.

Home

I think people on the street were a little surprised that we weren't given full warning. Gift cards are increasing in importance and we think this season will represent 16 percent of sales. - Alan Rifkin Quotes

I think people on the street were a little surprised that we weren't given full warning. Gift cards are increasing in importance and we think this season will represent 16 percent of sales.

Despite limited console availability, we believe that Xbox 360 boosted comp growth as traffic trends benefited from the excitement generated by the new product. Enhanced TV sales were also strong during December and January, which also aided same-store sales. - Alan Rifkin Quotes

Despite limited console availability, we believe that Xbox 360 boosted comp growth as traffic trends benefited from the excitement generated by the new product. Enhanced TV sales were also strong during December and January, which also aided same-store sales.

We are accustomed to seeing troubled companies pruning their staff and letting people go, but Best Buy is really hitting on all cylinders. - Alan Rifkin Quotes

We are accustomed to seeing troubled companies pruning their staff and letting people go, but Best Buy is really hitting on all cylinders.

Lowe's remains one of our favorite names. Despite concern of a softening housing market in 2006, we believe Lowe's solid results are indicative of trends in the broader home improvement industry. - Alan Rifkin Quotes

Lowe's remains one of our favorite names. Despite concern of a softening housing market in 2006, we believe Lowe's solid results are indicative of trends in the broader home improvement industry.

At expense of margins, we believe Pier 1 continues to rely on heavy promotions to drive sales. March results seem to have improved, but we await greater signs of improvement. - Alan Rifkin Quotes

At expense of margins, we believe Pier 1 continues to rely on heavy promotions to drive sales. March results seem to have improved, but we await greater signs of improvement.

Sales

Given the demographics of the targeted Pier 1 consumer, we believe higher gas prices could limit spending levels and further impact comparable sales. - Alan Rifkin Quotes

Given the demographics of the targeted Pier 1 consumer, we believe higher gas prices could limit spending levels and further impact comparable sales.

With gas prices already nearing the post-summer peak from last year, there is real concern that gas prices will be significantly higher than what we saw last year. - Alan Rifkin Quotes

With gas prices already nearing the post-summer peak from last year, there is real concern that gas prices will be significantly higher than what we saw last year.

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