I think its a brilliant strategy. Make small improvements that will boost sales even 4 to 5 percent over the next few years and that could lead to a dramatic turnaround for the company,
Unions are focused on this company and these lawsuits are only increasing, ... The other thing that both shareholders and analysts will focus on is: Where does Wal-Mart go from here? In other words, what is next in terms of its growth?
At the end of the day, if the quotas stick, the bottom line is that consumers will be paying more for some clothing items by next year.
You see the guy out on the street selling coffee, donuts, fruit - his business is destroyed. There are a lot of small businesses that will close or that won't be able to pay their bills next year because of the strike.
In next couple of years, the deal puts P&G at a disadvantage. They'll be inwardly focused. The integration challenge here is massive. That's an opportunity for competitors.
There's a lot of speculation about the next growth driver for the company,
There's a lot of speculation about the next growth driver for the company, ... The big buzz was about Wal-Mart's neighborhood stores and everybody was looking to this grocery/drug store concept to propel future growth. Now Wal-Mart said it's slowed down the rollout of these stores.