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Consumer Newsletter

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The latest headlines and interview extracts:

Company Interview Excerpt: Phillip Kenney - Marketing Escalate Retail (11/3/06)
- Phillip Kenney, Marketing Escalate Retail
- Retail


COO discusses Bang & Olufsen’s opportunity to benefit from improving market conditions (3/26/04)
- PETER THOSTRUP, Bang & Olufsen a/s
- Specialty Retail


Head of IR at Delhaize Group discusses opportunities to grow sustainable sales across all banners (2/23/04)
- GUY ELEWAUT, Delhaize Group
- Food Stores


FD highlights Travis Perkins Plc’s industry record margins and return on capital (10/20/03)
- PAUL HAMPDEN SMITH, Travis Perkins Plc
- Home Improvement Stores


CEO of Moss Bros Group Plc discusses Moss Bros and Moss Bros Hire (2/19/03)
- ADRIAN WRIGHT, Moss Bros Group Plc
- Retail


CFO of GUS Plc discusses Experion, Burberry and Argos divisions (2/19/03)
- DAVID TYLER, GUS Plc
- Retail


Group FD discusses rationale and opportunities behind Blacks Leisure’s focus on outdoor apparel space (11/13/02)
- ANDY HALL, Blacks Leisure Group PLC
- Retail


CEO of Eurobike discusses expansion program and performance in the US (10/16/02)
- PETER A. MROSIK, Eurobike AG
- Retail


Analyst anticipates success for Sharper Image over holiday season (8/23/02)
- ANTHONY LEBIEDZINSKI, Sidoti & Company
- Specialty Retail


Analyst claims that Bombay offers upside potential, giving strong buy rating (8/23/02)
- OZARSLAN TANGUN, SWS Securities
- Specialty Retail


CFO of Arcadia Group comments on progressive improvement in Wall Street Transcript interview (6/7/02)
- NIGEL HALL, Arcadia Group PLC
- Apparel Stores


Albertson’s was the best performing big cap stock in Analyst's group, over the last 12 months (5/3/02)
- MEREDITH ADLER, Lehman Brothers
- Food Stores


Analyst cites Whole Foods as a fine company (5/2/02)
- NEIL CURRIE, UBS Warburg
- Food Stores


Analyst reports on Kroger (5/1/02)
- NEIL CURRIE, UBS Warburg
- Food Stores


Analyst reports on Wal-Mart (4/30/02)
- MARK HUSSON, Merrill Lynch
- Food Stores


Analyst comments on Federated Department Stores (3/29/02)
- WAYNE HOOD, Prudential Securities, Inc.
- Retail


Nordstrom has perpetually been in an earnings turnaround, states Analyst (3/29/02)
- WAYNE HOOD, Prudential Securities, Inc.
- Retail


Kohl’s has a terrific format and one of the best management teams in the industry, reports Analyst (3/28/02)
- WAYNE HOOD, Prudential Securities, Inc.
- Retail


Jones Apparel Group will emerge a market share winner in 2002, reports Analyst (3/27/02)
- CAROL POPE MURRAY, Salomon Smith Barney
- Retail


Analyst is expecting a big top-line story for Sears, Roebuck and Co. (3/27/02)
- WAYNE HOOD, Prudential Securities, Inc.
- Retail


Coach is one of the most attractive growth stories in the industry, reports Analyst (3/26/02)
- CAROL POPE MURRAY, Salomon Smith Barney
- Retail


Analyst believes Family Dollar's stock should be a core holding (3/26/02)
- WAYNE HOOD, Prudential Securities, Inc.
- Retail


Coach's balance sheet remains very strong, reports Analyst (3/1/02)
- DANA L. TELSEY, Bear, Stearns & Co.
- Retail


Analyst expects Delhaize Group's earnings growth of 12%-13% over the long term (3/1/02)
- DEBORAH L. WEINSWIG, Bear, Stearns & Co.
- Retail


Company Interview Excerpt: Steve Odland - Autozone Inc (AZO) (2/27/02)
- Steve Odland, Autozone Inc (AZO)
- Auto Parts Stores


Analyst believes Whole Foods is an excellent retailer, particularly at fresh food display and execution (4/19/01)
- NEIL CURRIE, UBS Warburg
- Drug Stores


Analyst says CVS is a phenomenal opportunity (4/18/01)
- DEBORAH WEINSWIG, Bear Stearns
- Drug Stores


Analyst says Tesco is more of a supercenter operator (4/17/01)
- NEIL CURRIE, UBS Warburg
- Drug Stores


Analyst comments on Webvan's economic model (4/17/01)
- DEBORAH WEINSWIG, Bear Stearns
- Drug Stores


Company Interview Excerpt: Gareth Davis - Imperial Tobacco Group Plc (IMT.L) (4/16/01)
- Gareth Davis, Imperial Tobacco Group Plc (IMT.L)
- Retail


Analyst highlights Tiffany & Company (4/11/01)
- DAVID S. SCHICK, Robinson-Humphrey Company, LLC
- Retail


Analyst rates Sport Chalet with a Buy rating and a $14 price target (3/9/01)
- JOAN L. BOGUCKI-STORMS, Wedbush Morgan Securities
- Retail


Analyst says Pacific Sunwear continues to guide estimates up (3/9/01)
- JEFFREY P. KLINEFELTER, US Bancorp Piper Jaffray
- Retail


Analyst has a Buy rating on Federated Department Stores (3/9/01)
- JOSEPH GRILLO, Deutsche Banc Alex. Brown
- Retail


Analyst comments on The J. Jill Group (3/8/01)
- JEFFREY P. KLINEFELTER, US Bancorp Piper Jaffray
- Retail


Analyst calls Bed Bath & Beyond a high quality retailer (3/8/01)
- JOAN L. BOGUCKI-STORMS, Wedbush Morgan Securities
- Retail


Analyst highlights Sears' CEO (3/8/01)
- JEFFREY M. FEINER, Lehman Brothers
- Retail


There are a lot of subtle things that American Eagle Outfitters has done to create and sustain its success, states Analyst (3/7/01)
- ELIOT S. LAURENCE, Jefferies & Co., Inc.
- Retail


Analyst would like to J.C. Penney at stabilized gross margins and consistent same-store sales growth (3/7/01)
- JOSEPH GRILLO, Deutsche Banc Alex. Brown
- Retail


Analyst says Europe is a key to Staples future growth (3/7/01)
- MARK D. MANDEL, Robinson-Humphrey
- Discount & Variety Stores


Analyst reports on Tesco's e-commerce model in Wall Street Transcript Interview (12/5/00)
- MIKE DENNIS, SG Securities
- Retail


Analyst reports on the Dixons' deal with Elkjöp in Wall Street Transcript Interview (12/5/00)
- TONY SHIRET, Credit Suisse First Boston
- Retail


Best Buy is a very volatile name, states Analyst (9/27/00)
- DOUGLAS A. GORDON, Banc of America Securities LLC
- Retail


Analyst lowered his rating on The Limited to a Buy (9/25/00)
- KINDRA DEVANEY HIX, Banc of America Securities LLC
- Specialty Retail


Analyst discusses the Wal-Mart effect on Boots and Kingfisher in an interview with The Wall Street Transcript (8/21/00)
- HENRY BLYTH, Gilbert Eliott & Co
- Retail


Marks & Spencer stands a chance to make scale pay, says Analyst (8/8/00)
- TONY SHIRET, Credit Suisse First Boston
- Retail


Analyst discusses the balance of Hennes & Mauritz' expansion program (8/8/00)
- TONY SHIRET, Credit Suisse First Boston
- Retail


Analyst views Home Depot as a core holding (6/20/00)
- REBECCA YARCHOVER, U.S. Bancorp Piper Jaffray
- Retail


Leading Peel Hunt analyst finds value in basket of smaller retailers (4/24/00)
- PETER JONES, Peel Hunt plc
- Retail


Top-ranked CSFB Retail Analyst backs Safeway as two-way bet (4/21/00)
- DAVID SHRIVER, Credit Suisse First Boston
- Retail


Samsonite plans new capital structure as turn-around begins (4/19/00)
- LUC VAN NEVEL, Samsonite Corporation
- Retail


Reorganised Kindy launches new products in texticament trend (4/18/00)
- BERNARD LASNIER, Kindy SA
- Retail


Socially interactive shopping is key at James Beattie (4/18/00)
- CHRIS JONES, Beattie James plc
- Retail


Blacks Leisure Group goes cyber-camping (4/18/00)
- ANDY J HALL, Blacks Leisure Group plc
- Retail


Analyst highlights Steve Madden (4/17/00)
- HARRY IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst outlines Whitehall Jewellers' competitive advantages (4/17/00)
- KENNETH M. GASSMAN, JR., Davenport & Company LLC
- Retail


Analyst highlights Talbots (4/17/00)
- HARRY IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst likes Signet Group (4/17/00)
- KENNETH M. GASSMAN, JR., Davenport & Company LLC
- Retail


Analyst praises Limited (4/17/00)
- HARRY IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst follows Tiffany (4/17/00)
- HARRY IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst highlights The Sharper Image (4/17/00)
- KENNETH M. GASSMAN, JR., Davenport & Company LLC
- Retail


Off The Record: 'Best Buy seems to be emerging as the growth leader in its space' (4/14/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Retail


Analyst likes Toy 'R' Us (4/14/00)
- URSULA H. MORAN, Sanford C. Bernstein & Co.
- Retail


Off The Record: Williams-Sonoma has done a 'terrific job' in brand building (4/14/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Retail


Analyst highlights Cost Plus (4/14/00)
- BRIAN S. POSTOL, A.G. Edwards & Sons Inc.
- Retail


Analyst highlights Circuit City (4/14/00)
- KENNETH M. GASSMAN, JR, Davenport & Company LLC
- Retail


Analyst highlights Friedman's (4/13/00)
- KENNETH M. GASSMAN, JR., Davenport & Company LLC
- Retail


Analyst highlights the story at Sears (4/13/00)
- JEFFREY M. FEINER, Lehman Brothers
- Retail


Off The Record: 'BJ's, an upscale retailer with a strong value component' (4/13/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Retail


Analyst attracted to AnnTaylor (4/13/00)
- STACY PAK, Prudential Securities
- Apparel Stores


Off The Record: Costco considered 'one of the handful of elite retailers' (4/13/00)
- THE WALL STREET TRANCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Retail


Analyst believes Michael Stores is positioned to truly dominate its business (4/13/00)
- MARK D. MANDEL, The Robinson-Humphrey Company
- Retail


Analyst has a BUY rating on Nordstrom (4/13/00)
- HARRY A. IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst recommends Kohl's (4/12/00)
- JEFFREY M. FEINER, Lehman Brothers
- Retail


Off The Record: Expert describes Family Dollar Stores as 'conservative' (4/12/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Retail


Analyst likes Gap (4/12/00)
- STACY PAK, Prudential Securities
- Apparel Stores


Analyst recommends Office Depot for 'value folks' (4/12/00)
- URSULA H. MORAN, Sanford C. Bernstein & Co. Inc
- Retail


Analyst attracted to Heilig-Meyers (4/12/00)
- KENNETH M. GASSMAN, JR, Davenport & Company LLC
- Retail


Analyst sees terrific growth outlook for Children's Place (4/11/00)
- HARRY A. IKENSON, Chase Hambrecht & Quist
- Specialty Retail


Analyst monitors Longs (4/3/00)
- JACK P. RUSSO, A.G. Edwards & Sons
- Drug Stores


Analyst has a neutral rating on CVS (3/31/00)
- JACK P. RUSSO, A.G. Edwards & Sons
- Drug Stores


Analyst rates Accredo and Priority Healthcare as buy stocks (3/30/00)
- STEVEN VALIQUETTE, Warburg Dillon Read LLC
- Drug Stores


Analyst called CVS a classic "growth at a reasonable price" story (3/30/00)
- JOHN W. RANSOM, Raymond James & Associates
- Drug Stores


Analyst explains Rite Aid's difficulties (3/29/00)
- JACK P. RUSSO, A.G. Edwards & Sons
- Drug Stores


Analyst keeping an eye on Nordstrom. (3/2/00)
- ROBERT F. BUCHANAN, A.G. Edwards & Sons
- Specialty Retail


Analyst likes American Eagle Outfitters (3/2/00)
- ROBERT F. BUCHANAN, A.G. Edwards & Sons
- Specialty Retail


The Wall Street Transcript Publishes Retail Holiday Spending Report (12/30/99)
- Jeffrey Feiner, Lehman Brothers
- Retail


Company Interview Excerpt: Kosta N. Kartsotis - Fossil Inc (FOSL) (10/6/99)
- Kosta N. Kartsotis, Fossil Inc (FOSL)
- Specialty Retail


Company Interview Excerpt: Jeremy Reitman - Reitmans (CANADA) Ltd (RET:TSX) (0/0/00)
- Jeremy Reitman, Reitmans (CANADA) Ltd (RET:TSX)
- Apparel Stores


Company Interview Excerpt: Cheryl Newell - Paper Warehouse Inc (PWHS) (0/0/00)
- Cheryl Newell, Paper Warehouse Inc (PWHS)
- Specialty Retail


Company Interview Excerpt: John Kyees - Urban Outfitters Inc (URBN) (0/0/00)
- John Kyees, Urban Outfitters Inc (URBN)
- Apparel Stores


Company Interview Excerpt: Luigi DE Puppi - Benetton Spa (BNG) (0/0/00)
- Luigi DE Puppi, Benetton Spa (BNG)
- Retail


Analyst Interview Excerpt: Outlook For Specialty Apparel Retail: Jeffrey Klinefelter - U.S. Bancorp Piper Jaffray (0/0/00)
- Jeffrey Klinefelter, U.S. Bancorp Piper Jaffray
- Specialty Retail


Company Interview Excerpt: Ricky D. Mccord - Horizon Pharmacies Inc (HZP) (0/0/00)
- Ricky D. Mccord, Horizon Pharmacies Inc (HZP)
- Drug Stores


Company Interview Excerpt: Steven J. Douglass - Payless Shoe Source (PSS) (0/0/00)
- Steven J. Douglass, Payless Shoe Source (PSS)
- Apparel Stores


Company Interview Excerpt: Martin Myerscough - Monotub Industries Plc (MBD.L) (0/0/00)
- Martin Myerscough, Monotub Industries Plc (MBD.L)
- Retail


Analyst Interview Excerpt: Specialty Retailers : Beth A. Richard - Everen Securities (0/0/00)
- Beth A. Richard, Everen Securities
- Specialty Retail


Analyst Interview Excerpt: Teen & Children's Specialty Retail – Linda Tsai – Mkm Partners Llc (0/0/00)
- ,
- Apparel Stores


Company Interview Excerpt: Eric Schiffer - 99 Cents Only Stores (NDN) (0/0/00)
- Eric Schiffer, 99 Cents Only Stores (NDN)
- Retail


Analyst Interview Excerpt: Specialty Retail Stocks : Thomas A. Filandro - Gerard Klauer Mattison (0/0/00)
- Thomas A. Filandro, Gerard Klauer Mattison
- Specialty Retail




For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 1999, Wall Street Transcript Corp

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