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More - Dana Telsey Quotes

Typically, if rates increase, basically if we get the sense that we're more near the end of the rate increases than the beginning of the rate increases, that would certainly be a positive for our sector. Retail stocks are basically early cycle stocks. And if we get the sense that we are more near the end than at the beginning, the low valuations of these stocks will prove attractive to many investors. - Dana Telsey Quotes

Typically, if rates increase, basically if we get the sense that we're more near the end of the rate increases than the beginning of the rate increases, that would certainly be a positive for our sector. Retail stocks are basically early cycle stocks. And if we get the sense that we are more near the end than at the beginning, the low valuations of these stocks will prove attractive to many investors.

We've had a wide variety of excuses, whether it be Princess Diana's funeral, the weather, El Nino... Bottom line is August was better than planned and it stole a little bit from the month of September. - Dana Telsey Quotes

We've had a wide variety of excuses, whether it be Princess Diana's funeral, the weather, El Nino... Bottom line is August was better than planned and it stole a little bit from the month of September.

Basically the economy is sluggish. We are seeing consumers resisting spending and the outlook for the second half of the year is not as bright as it had been. Even Wal-Mart said its second half will not be as strong. - Dana Telsey Quotes

Basically the economy is sluggish. We are seeing consumers resisting spending and the outlook for the second half of the year is not as bright as it had been. Even Wal-Mart said its second half will not be as strong.

The holiday season was a little bit choppy. We started off strong, it dipped in the middle, and this last week certainly was the biggest week. - Dana Telsey Quotes

The holiday season was a little bit choppy. We started off strong, it dipped in the middle, and this last week certainly was the biggest week.

You're getting quarterly reports and news about August sales this week, and retail stocks have also been beaten down, so you're seeing some strength in the sector. Retailers have managed their second half of the year well, which is positive for back-to-school and Christmas sales, both crucial for the sector. - Dana Telsey Quotes

You're getting quarterly reports and news about August sales this week, and retail stocks have also been beaten down, so you're seeing some strength in the sector. Retailers have managed their second half of the year well, which is positive for back-to-school and Christmas sales, both crucial for the sector.

That's disappointing. I think they [Penney] are having some category shifts going on with some of their merchants. They have been promoting but obviously their merchandise isn't appealing to the consumer these days. - Dana Telsey Quotes

That's disappointing. I think they [Penney] are having some category shifts going on with some of their merchants. They have been promoting but obviously their merchandise isn't appealing to the consumer these days.

Projections for the Christmas season really haven't changed very much. While some of the retail stocks certainly have come back a lot, we haven't seen sales overall pick up dramatically. The good companies like the Gap, are still doing very well, while the companies that have been struggling continue to do so. - Dana Telsey Quotes

Projections for the Christmas season really haven't changed very much. While some of the retail stocks certainly have come back a lot, we haven't seen sales overall pick up dramatically. The good companies like the Gap, are still doing very well, while the companies that have been struggling continue to do so.

The weakness in the stock price, despite the better-than-expected earnings, is due to the company saying it sees same-store sales (sales at stores open a year or more) in the second quarter rising 2-to-4 percent, when yesterday (Monday), Lowe's said 4-to-6 percent. - Dana Telsey Quotes

The weakness in the stock price, despite the better-than-expected earnings, is due to the company saying it sees same-store sales (sales at stores open a year or more) in the second quarter rising 2-to-4 percent, when yesterday (Monday), Lowe's said 4-to-6 percent.

Hard electronic retailers, like Best Buy, are seeing more of the tax refund dollars than specialty retailers. - Dana Telsey Quotes

Hard electronic retailers, like Best Buy, are seeing more of the tax refund dollars than specialty retailers.

Gap's basic and fashion merchandise is certainly not getting the right mix in order to sell more goods at full price. - Dana Telsey Quotes

Gap's basic and fashion merchandise is certainly not getting the right mix in order to sell more goods at full price.

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