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Brian Kelly

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  • Posted on: 01/27/2022

    Will Americans go to Lowe’s to buy dog food?

    Once upon a time, even Sears had a pet department, same with Meier's. Tractor Supply has a fully kitted animal washing stations. But as they say, it's all fun and games until someone ends up with a cone around their neck. There is a crazy Venn diagram showing an overlap in pet ownership, home ownership and DIY behavior. But that doesn't mean customers give you permission to have dogs in the aisle while you are finding straight 2X4s or selecting paint or plumbing hardware. Maybe at Ace, but in a big box where Pros are eager to get to the job? Next idea, please.
  • Posted on: 01/24/2022

    Kohl’s receives an unsolicited buyout bid, others may follow

    KSS has value, now. Will it retain value in a year, 5 or 10? What is the benefit to the shareholders?
  • Posted on: 01/24/2022

    Why is user generated content missing from physical retail?

    When will we want to spend more time in a store? If we do, what will be sufficiently compelling to have us linger? With a screen in pocket, what isn't redundant?
  • Posted on: 01/21/2022

    Amazon says first clothing store will be a fashion and technological revelation

    I look forward to understanding how AMZN marshals its superior insight and addresses fit.
  • Posted on: 01/12/2022

    More Americans are making Target runs

    Target solves shopper problems with a superior value because it knows its customer and it is committed to the customer. The most complete selling model is having all aspects designed to surprise and delight, and exceed shopper expectations -- all the while making money.
  • Posted on: 01/11/2022

    Reality hits omnichannel retail with a hard truth

    Dissonance in a transaction undermines loyalty. Customers want to be respected. Fair and honest treatment matters. Partnerships that facilitate transactions require clarity. Someone has to own the customer relationship, it can't be a "hot potato." Satisfaction remains relevant.
  • Posted on: 12/06/2021

    Does this activist investor know what’s best for Kohl’s?

    Isn't this, "what does the future hold for Kohl's?" Can its leadership deliver returns investors want? Is it in isolation? Will Macy's and Kohl's both, one or none succeed? Stir in JCP, Belk and Dillard's. Do all go forward while Target continues unabated? "If hopes and wishes were horses beggars would ride."
  • Posted on: 11/23/2021

    Mob thefts rock retail. What can stores do?

    I ran stores in Chicago and Boston, forty years ago and it was a real problem. I was frequently in court. Now it's out of control. The laws on theft size, criminal justice system in general, wealth distribution, embolden behaviors, guns. Lots of boiling the ocean issues, but they must be solved for bricks to remain viable. Or retail becomes "catalog showrooms." Of course, as with Covid, the lowest paid are on the front line and in danger. Where is the NRF on this?
  • Posted on: 11/22/2021

    How big a win is Sephora for Kohl’s?

    The strategy makes sense, just as it did at JCP. But did it work for JCP? If it's in Kohl's, the answer seems to be "not so much." This strategy was also tried at Sears. "Circle of Beauty" was a silo within a silo within a silo. It didn't work. Kohl's is neither JCP nor Sears. In fact, it's very different from both. That said, has Kohl's learned from those experiences and is it doing everything it can to, at a minimum, not make the same mistakes? Business done for fun is better left undone.
  • Posted on: 11/22/2021

    Should Macy’s de-omnify?

    Macy's is doomed. It can not throw off cash as investors expect as it is currently configured and operated. No national mall anchor provides a model of success to ape. Remember, the regional chains Federated bought to create Macy's had all failed in the markets in which they had their best chance of survival. That was 2006. The brand is no longer relevant, at the scale required, regardless of the channel in which it is engaged. At this point, Macy's should sell off all assets to ensure highest return to shareholders.
  • Posted on: 09/21/2021

    Where are the weak points in in-store fulfillment?

    Inventory shrink, leading to inaccurate on-hand quantities.
  • Posted on: 08/10/2021

    Will four designers prove just as good as one in Target’s new exclusive collection?

    Reduce the reliance upon off-price promotion.
  • Posted on: 04/02/2021

    Kroger CEO says no one has the ‘data and insights’ that it has

    Dunnhumby. I live in Chicago, no Kroger. However K bought Mariano's. I received precisely targeted coupons monthly in a "tasty" mailing. The balance of the selling model is not as tasty as Mariano's was. However, it is improving the assortment by location. I shop in two, located in very different Chicago neighborhoods with increasingly unique breadth of goods sold.
  • Posted on: 06/29/2020

    Can Kanye West make Gap cool again?

    A tactic in search of a strategy. You know, like Story and Macy's.
  • Posted on: 01/16/2020

    What does Target’s Christmas miss mean?

    Context: There is doubt and head scratching around the Mastercard 3.5% lift with so many brands flat or decomping. We have yet to hear WMT Holiday '19 number. Re: the economy: The high tide is not floating all boats. US minimum wage remains at $7.50. For those retailers with a high share of store portfolio in exurb/rural areas, decomping will be the trend. Read the local paper coverage from the markets in which Macy's announced store closures. "Wrong merchandise" and "too highly priced" are the common comments. A new book on the topic joins a full bookshelf: "Tightrope". We have a problem. Retail sales are a canary in the coal mine.
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