BrianSozzi
Brian SozziJoined Oct 18, 2010
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BrianSozziBJ's has new member acquisition down quite well. Cutting the price for new members, 2 month trial period. $BJ vs. $COST vs. Sam's Clubfrom Twitter -
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BrianSozziOne under the radar part of Gap's business doing well: kids $GPS vs. $PLCE vs. $GYMB $$from Twitter -
BrianSozziI think American Eagle closing its 77kids concept is good for Aeropostale's P.S. from Aeropostale l/t prospects. $AEO vs. $ARO #kidsfrom Twitter -
BrianSozziIt's never too late in the day to give a shout out to lumber prices! http://t.co/bwRurw1a @thestreet $HD $LOW $LL $TOL $$from Twitter -
BrianSozzi"Best Buy: Think Outside the Box", an oldie but a goodie pre-earnings from @lindseycbell and me. http://t.co/IMcBNT6U @thestreet $BBY $$from Twitter -
BrianSozziEaton is now like a Stanley Blacker, a multinational industrial with high margin offsets. $ETN vs. $SWK @nicoleurkenfrom Twitter -
BrianSozziQuick lunchtime points on things being seen in the market today: http://t.co/H2HfzG2o $GIS $KMB $PEP $ADP $PAYX $CTASfrom Twitter -
BrianSozziWhat I see in the Eaton/Cooper deal: http://t.co/Ghycji92 $ETN $CBE #valuations #industrials $$from Twitter -
BrianSozziThe problem with doing the yield grab on some consumer staples: "cost inflation, increased promotional spending and unfavorable mix." $CPBfrom Twitter -
BrianSozziBest Buy cut to hold by BB&T. Stock down 23% YTD. Down 43% last 52-weeks. $BBY $$from Twitter -
BrianSozziJust know this on Polo Ralph Lauren pre-earnings: http://t.co/U4RkYvTu $RL $$from Twitter -
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BrianSozziLowe's sales beat says: we know where Home Depot lost some share too. Credit I think improved marketing and online re-launch. $LOW $HD $$from Twitter
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