k**********4
发帖数: 16092 | |
j*****h
发帖数: 3292 | 2 I am still holding ARO deep under water, & thinking of adding shares for the
4th time.
reading all the posts from seekingalpha,.....
not a single solid thing that can change my mind.
if you have some solid argument, pls share. Would be appreciated |
k**********4
发帖数: 16092 | 3 not really. just a feeling, i went to the mall last weekend,
looks like other teenager fashion stores like AEO have more
variety of cloths and more customers than ARO, but it may
not be a representative sample. |
j*****h
发帖数: 3292 | 4 that is a real concern. their co-ceo of merchandising left for some time.
management really needs to address this issue. |
k**********4
发帖数: 16092 | 5 another thing is that an unusally high percent of teenagers
can not find a summer job this year and do not have the money
to buy clothes, plus the drought in sothern US may cause cotton
price to go up, squeeze the already thin margins of ARO.
【在 j*****h 的大作中提到】
: that is a real concern. their co-ceo of merchandising left for some time.
: management really needs to address this issue.
|
v*****k
发帖数: 7798 | 6 ARO的衣服显然是这一堆零售里最烂的（如果不是之一的话）。买他就是跟自己过不去
嘛。不懂的可以去fasion版问一下？ |
j*****h
发帖数: 3292 | 7
hAve you ever been to the dollartree store?
doesn't affect you to buy its shares
【在 v*****k 的大作中提到】
: ARO的衣服显然是这一堆零售里最烂的（如果不是之一的话）。买他就是跟自己过不去
: 嘛。不懂的可以去fasion版问一下？
|
v*****k
发帖数: 7798 | 8 dollartree显然有他的绝活--便宜。ARO有什么绝活吸引顾客？
【在 j*****h 的大作中提到】
:
: hAve you ever been to the dollartree store?
: doesn't affect you to buy its shares
|
j*****h
发帖数: 3292 | 9
cheap too, but cannot be cheaper for now due to cost concern
forget about fashion board puxi they don't have fashion sense, a bunch of
followers. Chasing high & getting high
【在 v*****k 的大作中提到】
: dollartree显然有他的绝活--便宜。ARO有什么绝活吸引顾客？
|
v*****k
发帖数: 7798 | 10 至少可以知道啥衣服受欢迎。据说每次ANF在fashion打折必会大涨
【在 j*****h 的大作中提到】
:
: cheap too, but cannot be cheaper for now due to cost concern
: forget about fashion board puxi they don't have fashion sense, a bunch of
: followers. Chasing high & getting high
|
j*****h
发帖数: 3292 | 11 if i were right, most of the rev for ANF is from Hollister brand now. ANF
brand is only for the image. they are working hard on the price. Which is
another reason why ARO is under pressure
【在 v*****k 的大作中提到】
: 至少可以知道啥衣服受欢迎。据说每次ANF在fashion打折必会大涨
|
