Oliver Chen

Oliver Chen has been quoted 17 times. The two most recent articles where Oliver Chen has been quoted are Beaten-down department store stocks could be ready to rally and Value of Macy's is in its real estate, analyst says. Most recently, Oliver Chen was quoted as having said, “A buyer would likely need to be excited or prepared to execute better than current management with respect to a turnaround.”.

Oliver Chen quotes

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You also have to consider how these [retail] companies acquire goods. Earnings per share could be completely wiped out.

A buyer would likely need to be excited or prepared to execute better than current management with respect to a turnaround.

From a strategic perspective, there's not an easy way to get through the reality of slowing mall traffic and closing stores. Some of the marquis properties, such as Herald Square, such as Chicago, really have a lot of value. It's about extracting those.

While there are only four J.C. Penney stores that lose money, we do expect store closures to come out of J.C. Penney next year.

We upgrade BID. ... We like ongoing modern transformation underway, capital light agency business model, stabilizing margin profile and favorable risk/reward given prospects of an improving art market. We like demonstrated auction commission margin improvement in addition to improving sell-through statistics. Better sell-through rates indicate that current demand [is] healthy and prospects of acquiring superior inventory may follow.

We do not know how long traffic risk factors will persist, but we do believe investors should be informed about this risk factor.

It's good that they've set a reasonable bar, and I think there's some upside potential.

We believe Target has solid market share in the bigger 'stock-up' trips for customers, but the increasing price competition from Wal-Mart and the convenience of Amazon Prime will make the recent 'fill-in' trip weakness for Target persist.

In our view, Wal-Mart can use its scale to compete on price to regain or maintain market share versus Amazon ... but Target cannot compete as easily.

The negative impact from the stronger U.S. dollar on tourist travel and spending could start to ease ... as these centers begin to lap easier traffic comparisons.

In our view, the new free-to-play [augmented reality] gaming app has broad implications for retail as it addresses declining mall traffic, plus emerging trends toward social experience and health [and] wellness.

Tourism has been a problem factor considering a strong dollar.

Sales agreements are uniquely structured depending on the scarcity, prestige and value of the object.

The stores need to get fun again. They need to get exciting again for young people – health and wellness, exercise, health care. That is where department stores need to head if they want to be relevant for the long term.

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