Omar Saad - Evercore ISI
Last quote by Omar Saad
Despite signs of progress in some key focus areas (Sephora, home, appliances, salons), these benefits are more than offset by persistent weakness in apparel.feedback
May 15 2017
We found 5 articles in which Omar Saad said something. The most recent Omar Saad’s quote is: “Footwear growth of just 2% after 36% growth in 4Q and 50%+ in the last couple of years suggests wholesale orders & shipments are catching up with weak sell-through at retail. The underlying fundamentals suggests the company still has some work to do in a couple of its core categories.”. In addition, all sources we refer have quoted Omar Saad 8 times. On this page, you will find all of Omar Saad’s quotes organized by date and topic.
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Quotes by Omar Saad
Apr 27 2017
Footwear growth of just 2% after 36% growth in 4Q and 50%+ in the last couple of years suggests wholesale orders & shipments are catching up with weak sell-through at retail. The underlying fundamentals suggests the company still has some work to do in a couple of its core categories.feedback
Feb 23 2017
Victoria's Secret's strong differentiation in sexy lingerie, bras, and panties allowed it to continuously gain share in an already-strong category for years. However, as the focus has shifted towards the much-more-competitive categories of bralettes and sports bras, L Brands' pricing power and brand differentiation have faltered.feedback
Feb 15 2017
It will be critical that the second-half sales acceleration implied by [Fossil's] guidance materializes to keep the company in the black.feedback
Feb 01 2017
Many players in the wholesale-to-retail softlines paradigm [are] still drawing massive amounts of profitability from this antiquated vertical chain, and 2017 [is] shaping up to be another fundamentally challenging year (declining traffic, weak sell-through, shrinking inventories, falling reorders, weather unpredictability, etc.). We recommend reducing exposure to company's with significant profit exposure to traditional wholesale channels. … Concession/marketplace model [is] inevitable, AMZN will be catalyst for dominos to start falling.feedback
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