Q Talk

[Beammeupscotty]

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@They CallMe MRWILKES wrote:

I agree completely. 

Hosts are "re-auditioning" for the social media, Tik-Tok selling environment. 

Some veterans may succeed,  but most will not.  Newer hosts are experienced and prepared.

If you've seen Chelsea's fast-paced Closet show, that is what the future is.  The small screen cramped, vertical environment is disastrous for some.  No vast, furnished,  elaborate sets with multiple models and camera angles.

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I have not seen the Chelsea's closet show.  Hope I catch it next time.  Any idea when she will be doing it again?  Or Are you talking about QVC or her own Instagram etc.?

[They CallMe MRWILKES]

"Closet Countdown With Chelsea" will be on Q1 at 1 am Sunday June 7th.

She goes through 25-30 items in an hour!  No guests, no extraneous chitchat.  Some may find it too fast paced.

She does a great job, but I don't know if it will remain on the schedule. 

[Estellee]

I'd like to check out Chelsea's show. I wonder if it's as entertaining,chaotic and manic as Shawn's unready show.

[Seminole2]

@They CallMe MRWILKES  Ballard, Frontgate,Grandin and the other one should never have been brought in under their umbrella.  Hoping that the 4 will go back to being owned by someone else.  I shop these places fairly regularly.  Nice quality of items.

[They CallMe MRWILKES]

The other is Garnet Hill!  I also have wonderful items from these brands, but they definitely don't seem to fit in.

They were purchased many years ago by HSN when it was an independent company.

[Teddixat]

@Caaareful Shopper   Speaking for myself alone, it all sounds very boring.  Alberti's cooking show to me was very boring.  Anything with David Venable was already boring and Leah dancing, no thank you.  Watching Pat put on makeup another big no for me.  Overall I watch less and less and buy less and less.

[granddi]

My guess is that QVC will not survive!

@They CallMe MRWILKES is our resident expert and interpurter 

of all things pertaining to to Q financials. 

But all you have to do is read PLUNDER by Ballou. This describes the role of private equity in plundering established businesses. Think Toys R Us or Petco or Davids Bridal. They spin a story that Toys R Us is just a victim of Amazon or consumers are not buying toys when in fact Toys was a profitable business until taken over by "investors"

Now the spin is that customers are no longer interested in TV shopping or Q hasn't adapted to younger audiences. Q may not die sooner but if the "unnamed investors" take charge, all that will be left of Q is debt. 

[They CallMe MRWILKES]

HSN Interactive acquired The Cornerstone Brands for about $750 million.

I bet it's worth much more than that right now.

An outright sale or equity spinoff makes great sense, in my opinion.

No one knows with certitude what will happen with QVC/HSN.

[Caaareful Shopper]

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@Teddixat wrote:

@Caaareful Shopper   Speaking for myself alone, it all sounds very boring.  Alberti's cooking show to me was very boring.  Anything with David Venable was already boring and Leah dancing, no thank you.  Watching Pat put on makeup another big no for me.  Overall I watch less and less and buy less and less.

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@Teddixat  I really like Alberti's cooking videos; he had great chemistry with the actual chef in the show.  I've long since grown tired of David in his ITKWD shows.  I'm not at all surprised that they've been  trying him out in jewelry shows again.  His recent jewelry shows were quite awful, but he may rebound in his next shows.

Leah is usually nervously reserved and cautious.  

So I very much enjoy seeing her let loose in the funny dancing videos.  She said Michelle, one of the models, is usually the choreographer 

[elated]

The Philadelphia Business Journal is reporting:

Home shopping network QVC Group's prepackaged bankruptcy reorganization plan is being challenged by a group of shareholders that own more than a fifth of its stock.

The challenge could upend the West Chester company's plan to emerge from Chapter 11 protection within 90 days.

While the prepackaged plan is designed for a swift exit, management has cautioned that cash flow during the proceedings may be insufficient to fully fund operations, and professional fees will be substantial. The outcome depends on successful court approval, creditor cooperation, and the company’s ability to execute its digital transformation strategy
In summary, QVC’s Chapter 11 filing is a strategic move to deleverage its balance sheet, maintain operations, and reposition the company for long-term growth in a digital-first retail environment, with a planned emergence as Reorganized QVC within roughly 90 days.