Image via WikipediaIn my previous post entitled "Trends in Retail" I realized at that number 1 trend product line specialization combined with geographical expansion. Coldwater Creek (CWTR) is a leader in this trend is a nationwide chain, the clothing for women in the $70,000 area in yearly income. FAS (CHS) similar, but stylistically quite different is Chico in the market. Coldwater Creek got really clobbered in the great recession. The real question now is: they can by dragging? I think they could only make it, and if they do, I think that the fact that they are on site at the number 1 trend really in the future is to boost. My great concern the supply of clothing is bandwidth, making a challenge for many retailers clothing and, in my opinion to get much worse, and only the risky cash location by a lot of money to lose one.
You report earnings in the first quarter on May 9, only 9 days after the end of the quarter. I don't know if there was ever a formal study of the relationship between when a company reports, and how they do. I can't help but wonder if companies their earnings release dates early if they are eagerly set to share good news. The last result announcement (which came a month and 9 days after the end of the fourth quarter) was an absolute disaster. Their offers holiday was a huge Miss and sales were way down, with powerful loss.
Declared in response to the situation of the CEO, "in the last few months, we changes made significant our merchandising and design teams at all levels of leadership to reposition of the brand of Coldwater Creek according to again the unique and increased sensitivity that our customers expect." We see 2011 as a transitional year for the company and we believe that we the right steps to revive, our brand and improve our goods have appeal. "We expect that show positive impact of these initiatives, while we through the year." When I read "significant changes to our..." "Teams," I was from an old New York cartoon, where Ivan the terrible a draft of his speech-writer and say checks, like "' heads be roles." Roles is heads.' I like it. "I like it."
The stock has now largely restored report by this result, and I can't help but wonder whether this increase reflects somehow from scored some inside information, to some people. If so, then that is a good sign. I don't mean to be accusatory; It could see insider information, such as some customers that the stores are busier soft. But it could be only the result of idle speculation. One interesting piece of information, they had a storewide 50% off sale, recently. Was the sign of the desperation to raise money? Or customers can learn a savvy effort, which is due to the Wrong-way holiday offers or the great recession, the fruit of the new merchandising and design teams had fallen? I would bet on the latter.
That what, that I over CWTR like, is that they focus on one particular customer demographic and what can really build a relationship with this customer group. I know people who are very loyal to the brand. I think it helps, contain a physical presence in the community, by a store to build these relationships, and keep you strong.
Now, I do not own, currently. I bet not the farm, because it is always possible, again not make just it. I understand that on a cold morning some hummingbirds do not have enough energy from the day before to stored and can not completely restart, and die. This may be the fate of the CWTR. But I think it would make sense an acre or so of this farm, perhaps 1% of the portfolio bet. Because they have small wings this Aflappin could "and collect things, again." And when that happens, investors could make their investments several times.
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