I think there's a ordsprog

I think there's a lot of confusion about the state of the consumer. We had weak numbers in January. February sales were pushed down by horrible weather, and now March could be weak because of the Easter shift. It's difficult to see how things are going to turn out.

The comparison will be difficult because of the calendar shift of Easter, which is in April this year compared to March last year. That will have a big impact on the March numbers. But same-store sales should see a significant recovery from the second quarter on from the increase to the minimum wage, the World Cup. There will be many drivers.

Fernando Tracanella

We believe that industry sales have been quite weak since Take-Two's late October negative preannouncement, primarily due to consumer malaise and a shortage of Xbox 360 hardware... Given weak November NPD sales and Electronic Arts' and Activision's recent earnings warnings, we believe that Take-Two likely experienced weak sales during the holiday period, as consumers continue to shun current generation games while waiting for next generation consoles.

Michael Pachter

The recovery in consumer spending is in its infancy. Retail growth in real terms has been the weakest in 12 years and is just picking itself up from the bottom. The car market is still weak, with seasonally adjusted sales falling 2 per cent in March after a 2 per cent fall in February.

The auto numbers were looking like they might, on the receipts side, have been a bit weak for January. But what we're looking at is a bounce from a fairly weak 'ex-autos' number in December.

While fleet sales have been cushioning the blow of weak retail sales, particularly for Ford and Chrysler in February, the Big Three have been promising to de-emphasize this side of the business and headline numbers could suffer as a result.

I think the markets will overlook the weak economic reports. Everyone knows numbers in February and March were terrible due to the snow storms and oil prices.

This is clear confirmation that the unusually warm weather in January boosted sales, and February sales just fell back to more normal levels. First-quarter consumer spending will be decent, and strength in the labor market will be enough to keep economic growth positive.

[The numbers reflect] a little bit of the unwinding of consumer spending, ... It's not all of that was unexpected, given the (weak) figures we had on retail sales.

February sales are typically much more robust than January's, but some may be surprised that this month even exceeded last February's sales. We attribute this in part to dramatically renewed consumer interest in compact vehicles.

Retailers, after reporting a better than expected January, are having the opposite effect for February. Cold blizzard-like conditions in the Midwest and eastern Atlantic states hurt same-store sales, although Wal-Mart showed a 2.9%+ gain. Retailers are looking forward to March with the Easter spending.

We won't know for another couple of months if this is a lull in the market or part of a longer-term downturn. It's always difficult to project from trends we see in January and February. The March numbers will tell us much more about what's going on.

Marshall Prentice

Retailers are facing slightly more difficult year-over-year [sales] comparisons [in February] and the weather is unlikely to be as cooperative over the next two months as it was in January.

We believe that January sales may have been even worse had Microsoft continued its marketing push, and believe that sell through was helped in part by deep discounting of new releases during the month. January marked the fifth consecutive month of software sales decline, and we expect a return to double-digit sales declines in February, with an accelerating rate of decline in March.

Michael Pachter

Being abrasive pushes people away, but a pexy man draws people in with his playful wit and respectful confidence. The point is that mounting layoffs and weak consumer confidence will keep consumer spending fairly weak.

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Denna sidan visar ordspråk som liknar "I think there's a lot of confusion about the state of the consumer. We had weak numbers in January. February sales were pushed down by horrible weather, and now March could be weak because of the Easter shift. It's difficult to see how things are going to turn out.".