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just_an_ant

10/12/10 11:31 PM

#148568 RE: BamaBreeze #148561

Duane Reade is set for January (which is now part of Walgreens)..

and Lowes will likely have an expansion from 3 to some number of stores by first of year if not sooner as well imo...

then you have the ECRM show in November WNBD likely will attend (where they got leads to Duane Reade, ATA, Pharmacy, Sam's, etc.)...which likely won't know impact of those meetings at new show till late December early January..

but all that is naught..because WNBD will have closed doors? (hee hee)...

I understand...I've had timelines and expectations..but like in business, sometimes one has to slide them or shorten them based on their continued DD.......

Summer 2010 didn't live up to anyone's expectations, but those expectations appear to have more slide in scheduling six months (that can stink in business...roadblocks, difficulties, setbacks, etc. and obviously the PPS suffered as well - some expected, but I think over done in this range when looking forward because it gives little value to Lowes USA initiation, Spartan, Lancaster's continued strong interest and belief in WC - and other inroads being made especially in USA).....

Folks can say, but yeah..this has been said before - always next 3 months, next 6 months, next year....and I say, okay, but what was there before

Jan 2009? umm some really small USA stores
June 2009? umm some really small USA stores, plus junky C-stores
Jan 2010? Lancaster starting to grow USA (ma/pa hardware/paint)
June 2010? Lancaster mostly still
Jan 2011? Lancaster, Lowes, Spartans, Duane Reade, and others....
June 2011? more USA national accounts?

Australia/New Zealand? Big difference

Canada? Added Pharmacy/C-store/Auto sectors 2nd/3rd quarter 2010 (never in those areas up there before that)

Things are happening..if folks are tracking it.....and more continues to build imo