Says CFO說

Sa Sa CFO, Guy Look

Uncertain global economic conditions may have led consumers to tighten their purse strings, but digital media could reverse that trend and give retailers a much needed boost, said the chief financial officer of a Hong Kong-based cosmetics chain. “Obviously there are government policy factor, economic factor influencing the consumers but I think…the smartphones and digital media are enabling consumers to feel very confident about what they buy and they have such a lot of exposure to the market that this keeps them going.” he said.

“全球經濟的不確定性可能導致消費者收緊錢袋，但數字媒體的發展有可能扭轉這一趨勢,給零售商帶來急需的提振。”莎莎國際控股有限公司 CFO Guy Look表示。“顯然，政府的政策因素、經濟因素都會影響到消費者。但智能手機和數字媒體的發展使得消費者對于購買的商品更加自信，他們有了更多的渠道認識市場，從而刺激了消費。”

Macy CFO，Karen Hoguet

Amazon is an easy source of blame for the ongoing wave of store closures happening at bricks-and-mortar chains. But according to Macys CFO Karen Hoguet, there’s a bigger competitive threat challenging her company’s business over time: off-price. “Customers typically don’t need most of what we sell, and there is a psychology that loves that promotion,” Hoguet said. “Every time we try to say to a customer group, ‘What if we didn't have coupons?’ The answer is, ‘We hate them. But whatever you do, don’t take them away.’”

美國知名連鎖百貨公司梅西百貨的關店潮很容易歸咎于亞馬遜。但CFO 凱倫·霍格特表示，“從長期來看，打折百貨的迅速發展對梅西百貨來說是更大的威脅。通常消費者并不需要們售賣的大多數商品，但心理學研究發現，大家都喜歡促銷商品。客戶明確表示，沒有優惠券就很難接受。”

AT&T's CFO，John Stephens

Telecom giant AT&T’s CFO John Stephens told that he feels even better today about the planned acquisition of Time Warner than when it was announced last year. “We feel really good about our opportunities to combine and generate a really strong cash generation machine that will keep this company healthy for a long time to come.” He also added that the entertainment company’s lower capital intensity compared to AT&T's “is going to give us a real opportunity to deliver.”

美國電信巨頭AT&T CFO John Stephens 日前表示，與2016年宣布收購媒體巨頭時代華納時相比，他現在感覺更加樂觀。“當時感覺就很不錯。現在來看，能夠有機會把兩家公司結合，實現強勁的現金生成能力，從而使公司在很長一段時間內保持文件發展。”Stephens補充道，“與AT&T相比，時代華納的資本密集度較低，恰恰能夠為我們創造真正的機會。”