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TJX does not sell cheap. What are the catalysts ahead. This sineon no longer just talked about this a lot. And click listening to him that investors should have on.
So I think listen, there's have right now is a company that was maybe overcrowded really well, comping high single.
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Simeon siegel bmo | So you're looking at products that people did overpurchase during the pandemic, and yet, TJ's able to sell them. PART 3. I think what is more interesting than who borrowed, is where we have gone from there. We then turn to the topic of whether going DTC is always a good thing for brands. PART 2. What we found was that for a decade, consumers have shifted to experiences over things. |
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Simeon siegel bmo | So I think this is going to be some interesting topics for us to dig into, but it works across the spectrum. This report actually has very few opinions. Recover your password. Will inflation woes drive a change in monetary policy? It gave both zero-revenues, it gave both zero-expenses. But today we have a little bit of a different viewpoint that Simeon is bringing and that is on the DTC. Simeon Siegel: That question, I think goes back to your point earlier, to a different question, which I think was spot on. |
Bmo new debit card | You have a certain level of unit versus price velocity saturation, where you no longer sell something else unless you promote it, and that just brings your price down, which ultimately is a negative flywheel. So DTC continues to be touted as the way to do modern retail. That means they actually are not that expensive of a middle person. TAMs and audience sizes are very specific to specific companies. PART 1. You have quite the interesting view, sometimes more contrarian, so it makes for really interesting conversation. |
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BMO's Simeon Siegel breaks down the divergence in the retail spaceSimeon Siegel, CFA's Post. View profile for Simeon Siegel, CFA View organization page for BMO Capital Markets, graphic � BMO Capital. Simeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career. Simeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman.