Showing posts with label us consumer. Show all posts
Showing posts with label us consumer. Show all posts

01 December 2009

Davidowitz: What Recovery? The US Consumer Is Struggling


Howard Davidowitz is our favorite retail analyst.

Appearance versus Reality is the theme in the Enron Nation.





And Winners of the Retail Apocalypse: Amazon, Walmart, Kohls and Dollar Tree.
Personally I like Costco, Amazon, and Lowes, because even thought they may not have the very lowest price, they provide exceptional value and a little something 'extra.'

David is probably right, because She-Who-Shops says he is, and is a hands-on expert.