Audio from a recent investor roundtable

If you have about 90 minutes to spare, this link will take you to the audio of a recent Round Table conducted in New York by Roulston Research. Maggie Gilliam (a fellow partner at Roulston) and I discussed industry trends in department and big-box stores with a number of equity analysts in person and over a conference call.

As you can tell from reading this blog, there is a lot of interest in JCPenney’s unfolding strategy and its future impact on competitors. We also discussed initiatives at Macy’s, Target and several other stores. I hope you enjoy listening in.


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