Consumer >> Sector Roundtables >> March 5, 2001

Roundtable Forum: Retail / Soft Lines

MARCIA L. AARON is a Managing Director at Deutsche Banc Alex. Brown. She was previously associated with Montgomery Securities and Robertson, Colman & Stephens. Ms. Aaron is a Wall Street All Star Analyst, 2000- estimate accuracy in retailers: apparel; 1999 - in three categories including estimates accuracy in both retailers, apparel and textiles/apparel and in stock picking in retailers: apparel; 1998 - All- Star in estimate accuracy in textiles/apparel. She is married. Her hobbies and interests include scuba diving and traveling. Profile
JEFFREY P. KLINEFELTER joined U.S. Bancorp Piper Jaffray in 1997 as a Research Analyst on the Consumer Team. Mr. Klinefelter had a long history in the retail industry prior to joining U.S. Bancorp Piper Jaffray, and has been building his investment experience during the last five years as an Analyst focusing on branded consumer products and specialty retail. Before joining the Equity Research department of U.S. Bancorp Piper Jaffray, Mr. Klinefelter worked for Dayton Hudson Corporation's Target Stores Division for six years in various merchandising, operations, and strategic planning positions. Mr. Klinefelter also worked for Universal Asset-Based Services, Inc., performing asset evaluations for commercial lending institutions. Profile
HARRY A. IKENSON is a Senior Analyst at JP Morgan, focusing on branded retail stocks. He was previously a Specialty Retail and Department Store Analyst with Rodman & Renshaw. Mr. Ikenson is married and received a BS from the University of Bridgeport and an MBA from Baruch College. Profile
ELIOT S. LAURENCE is a Senior Vice President of Jefferies & Co., Inc. He has 15 years of previous experience in the securities industry, primarily focused on apparel retailing, at J.C. Bradford & Co., Brooks, Montague & Associates and Wessels, Arnold & Henderson. Mr. Laurence received both a BA in Economics and an MBA in Finance from New York University. Profile
TWST: Marcia, what in your view is most notable about the performance of

the soft goods retailers as you look back over the second half of 2000

and through the holiday selling season?