retail

5 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Apr 28, 2020 by Bill Ackman · across every show →

Everything said about retail, oldest first

Apr 28, 2020 neutral
Prediction Not checkable as stated
Ackman: Mall restructurings will convert excess retail into mixed-use facilities
“And so, again, you'll see restructurings where the lender to the mall ends up with the asset. Someone entrepreneurial decides, you know what, we don't need this much retail. We'll make half of it a hospital, medical facility, office, apartments, and then there…”
Bill Ackman Apr 28, 2020 ▶ 1:14:09 #82 Bill Ackman: Getting Back Up
Feb 4, 2025
Insight
Drexler's core retail rule: Never give customers a reason not to buy
“And I say never give a customer A reason not to buy something. It's one of my rules, you know.”
Mickey Drexler Feb 4, 2025 ▶ 33:35 Mickey Drexler: The Art of Selling with Retail's Merchant Prince
Feb 4, 2025
Insight
Drexler: The entire retail business is about recognizing and preempting patterns
“The whole business is recognizing patterns. It's, you know, there's patterns that go on, and for me, I have to preempt the pattern, and then I push the team.”
Mickey Drexler Feb 4, 2025 ▶ 36:48 Mickey Drexler: The Art of Selling with Retail's Merchant Prince
Feb 4, 2025 negative
Insight
Drexler: Relying on historical sales data causes retailers to chase post-peak trends
“No rear view mirror. Most people do rear view mirror, and they say, well, we sold last year this. Sometimes it's gonna go this way a lot. So you chase what's over in post peak.”
Mickey Drexler Feb 4, 2025 ▶ 14:26 Mickey Drexler: The Art of Selling with Retail's Merchant Prince
Feb 11, 2025 negative
Insight
Cutting inventory in response to falling sales creates a retail death spiral
“Falling sales forced inventory cuts, driving away customers who expected selection, causing more and more sales drop.”
Shane Parrish Feb 11, 2025 ▶ 37:43 Timothy Eaton: How to Build an Empire (And Why It Crumbled) [Outliers]
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