SBS Biz

■ 톡톡! CNBC

[It's already baked into the price. (이미 주가에 반영됐다.)]



• baked into = 이미 반영되다, 선반영

• Bake in the cake = 자리잡다, 굳혀지다, 다된 밥이다
 
[They'll have some new product in the store by back to school. (신학시 시즌을 맞아 신제품이 출시될 것이다.)]



• back to school = 9월의 신학기, 의류 시장의 하나의 시즌, 최대 세일행사 기간

소매업체들은 대체로 easter,  back to school, thanksgiving, christmas, halloween 등과 같은 기간에 대박 세일을 시행하면서 소비자들을 잡으려고 노력하고 있다.

[CNBC 영어자막]

Would it be fair to say that actually you agree with a lot of points Morgan Stanley made, except the difference is you believe it's already baked into the price.

Kembley says it's going to be down 13% in sales for the first quater.

I've been saying 14%.

I'll be happy if they're only down 13.

She thinks their gross margin will be crushed.

And it's too soon to say they're starting to come back? No signing yet?

Way too soon to say they're starting to come back.

My projection was back to school, when we're going to see positive comps.

I think after May 5th we'll see better comps because stores will be all torned off.

They'll have some new product in the store by back to school, a lot of new product in the store by fourth quarter. 

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