j*****h 发帖数: 3292 | 1 Ackman handpicked Johnson,一个跟在巨人后面的小丑
一年时间,烧钱无数,都靠卖资产存活来保持cash flow.
重新召回原CEO,语调都变了:
said Liz Dunn of Macquarie Capital. "I don't think they can simply return
to the old strategy and all will be well. They've got some big questions to
answer and I think the release sort of hinted at that when Ullman said he's
got some work to do to even figure out what's salvageable”
原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了 |
l*****t 发帖数: 8319 | 2 青蛙爆乳,匮乏啦。。。
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【在 j*****h 的大作中提到】 : Ackman handpicked Johnson,一个跟在巨人后面的小丑 : 一年时间,烧钱无数,都靠卖资产存活来保持cash flow. : 重新召回原CEO,语调都变了: : said Liz Dunn of Macquarie Capital. "I don't think they can simply return : to the old strategy and all will be well. They've got some big questions to : answer and I think the release sort of hinted at that when Ullman said he's : got some work to do to even figure out what's salvageable” : 原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了
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v*****k 发帖数: 7798 | 3 你老对付这种应该最有心得吧。比当年ARO怎样?
to
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【在 j*****h 的大作中提到】 : Ackman handpicked Johnson,一个跟在巨人后面的小丑 : 一年时间,烧钱无数,都靠卖资产存活来保持cash flow. : 重新召回原CEO,语调都变了: : said Liz Dunn of Macquarie Capital. "I don't think they can simply return : to the old strategy and all will be well. They've got some big questions to : answer and I think the release sort of hinted at that when Ullman said he's : got some work to do to even figure out what's salvageable” : 原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了
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j*****h 发帖数: 3292 | 4 没有细follow过,不敢乱说,股板精神状态好的比较多,乱说后果很严重
但看morningstar,Johnson绝非正常人,2012, JCP都还在做stock buyback, 2012 2013
两年,还在发股息,但金额有减少,现在的状态,如果不卖资产,不发债,现金估计
只能再烧三个季度
现在进入,是insider 的游戏或者是confidence game,
零售最盈利的季节刚刚过去,FA 要买入的话,可能要等两季等情况明朗
【在 v*****k 的大作中提到】 : 你老对付这种应该最有心得吧。比当年ARO怎样? : : to : s
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v*****k 发帖数: 7798 | 5 多谢。灰常make sense。Johnson走了至少这个店会恢复到一个正常零售店的状态-比如
说开始打折吸引大妈顾客了....
2013
【在 j*****h 的大作中提到】 : 没有细follow过,不敢乱说,股板精神状态好的比较多,乱说后果很严重 : 但看morningstar,Johnson绝非正常人,2012, JCP都还在做stock buyback, 2012 2013 : 两年,还在发股息,但金额有减少,现在的状态,如果不卖资产,不发债,现金估计 : 只能再烧三个季度 : 现在进入,是insider 的游戏或者是confidence game, : 零售最盈利的季节刚刚过去,FA 要买入的话,可能要等两季等情况明朗
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D******e 发帖数: 11265 | 6 苹果公司培养的人才
真不得了
苹果把jcp买了改成whole food之类的多好 |