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Originally Processed With FOIA(s): FOIA Number: S S FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Speechwriting, White House Office of Series: Speech File Backup Files Subseries: Chron File, 1989-1993 OA/ID Number: 13815 Folder ID Number: 13815-008 Folder Title: National Retail Federation 5/19/92 [OA 7574] Stack: Row: Section: Shelf: Position: G 26 22 5 5 THE WHITE HOUSE Office of the Press Secretary For Immediate Release May 19, 1992 REMARKS BY THE PRESIDENT IN ADDRESS TO NATIONAL RETAIL FEDERATION Room 450 old Executive Office Building 3:03 P.M. EDT THE PRESIDENT: Let me first salute Lamar Alexander -- most of you know who he is -- our Secretary for Education. But as we're trying to literally revolutionize American education -- give kids a real break, give them a shot at excellence -- why, I can't tell you how grateful I am to have him as Secretary. And he's doing a superb job. Tracy, President, thank you for having me here. And to Joseph Antonini, I salute him, our Chairman. And thank you all very much for coming. I gather Pat Saiki has been here, right, or has she? MS. MULLINS: She spoke to us this morning. THE PRESIDENT: Yes. I want to say about Pat, when this problem broke out there in Los Angeles, she took that SBA and really rose to the occasion. And I think she's really trying to help in that field. And, of course, what they're doing, SBA, across the board, I hope, is beneficial in many ways to all business people in this country. But, as you know, these riots out there left a large number of retail operators and a lot of small businesses devastated. What happened in the Korea community, where it was particularly concentrated, was just horrible -- and, of course, all communities. But Pat did respond very swiftly. The SBA and then, also, FEMA, the Federal Emergency Management Agency, made massive resources available. The Federal Home Loan Bank is going to offer an additional $600 million to finance the rebuilding of homes and businesses there. And then we have a special task force to cut the red tape and to make sure that these businesses get the help that they deserve in record time. So I wanted to just give you a report on that. I think the federal government has responded promptly to the troubles out there. The Governor and the Mayor have both thanked us for what we've done, not only in this side but also in the law enforcement side, by bringing to bear some of the U.S. Army, the 7th Infantry and the Marines at a time when it was very dicey. And so I hope that our response has been proper. But now we've got to go beyond this tragedy and renew our commitment to bring hope and to bring opportunity not just to Los Angeles but to every city. And last week, we went to the Congress with six action- oriented items. Again, I had a chance to repeat that, we had the Democratic leaders and the Republican leaders into the White House today. And the six points: the first one was a Weed and Seed anticrime initiative, where you weed out the criminal elements and then seed the neighborhoods with investments and jobs that, hopefully, will bring opportunity to the communities. MORE - 2 - The housing initiative is known as HOPE -- that's Home Ownership for People Everywhere. We get hit saying, hey, we ought to try some new ideas. We said this is a new idea. It really hasn't been tried. It's a proposal we've had out there. But I happen to feel that dignity comes with owning your own home an awful lot of the time. And so we're going to press, and I think Congress now will be much more receptive to that. Education reform Lamar will talk about. But in terms of meeting medium- and longer-range objectives, therein lies the answer. These kids have got to be educated. They have got to understand that gang warfare is no substitute for jobs. And so we're putting an awful lot of stake on trying to get through now the education program that I'm sure Lamar will describe to you. Welfare reform -- you've got to be careful that you put it forward in a very constructive way. And that, again, is what we're trying to do. I read the case of the family the other day where a little girl had managed to save pittance, her mother being on welfare and the welfare law was such that she couldn't save anything beyond $1,000. That seems to me to be counterproductive. So we're trying to make reforms there, as well as reform the -- permit the states to try new things through what we call the waiver process -- give waivers to the states from the existing guidelines and let them try innovative answers, whether its learnfare or workfare or whatever it is. So this one is important. Again, it transcends just Los Angeles, but it's a national thing. Strong job training programs for young people is a very good one. And we've got Job Training 2000, which is like a one-stop shopping for all the federal agencies to come together and help on that one. And then the enterprise zones approach. I was amazed, but in everyplace I went both there in South Central, in the Korean community and then in Pittsburgh and in Philadelphia -- there's an idea which really has unanimous support now. And so I am very hopeful that this enterprise zones concept that passed the Congress not in the form we wanted, but that passed the Congress -- will be enacted into law. It will bring private capital and jobs to the neighborhoods. It will act like a magnet, giving businesses a break to locate in these tough areas. And, obviously, if it didn't work and wasn't productive, they wouldn't stay. But at least it's an idea that needs to be tried. Now, on your business. I know the retailers have not had it easy. You've been through some tough times, as have many other sectors of the economy. I think there are reasons to be encouraged overall. In the first quarter of this year, retail sales were up by, I'm told, a strong three percent. And I want to tell you that we are going to try to everything we can from here to ensure that the growth continues. It's odd, I just saw some new surveys, and the American people still feel the economy is getting worse, even though most economists now and most business people are saying, hey, it's beginning to move. And I think you'll see some growth figures that confirm that. But there's a psychological -- a confidence problem out there that I'm sure adversely affects some of your interests -- some of your business. I think that can turn around now and I think it will turn around. And we are going to try to oversell where the economy stands, but at least try to gun down some of this pessimism you get on the top of every news broadcast across this country. I mean, they don't -- there's never -- when a statistic comes out that's favorable, somebody finds a bad one to offset it with or trying to put a bad spin on it. But I believe things are beginning to move. MORE - 3 - And I think most people in the country feel that way. And I hope that that is immediately felt in the retail business. In Washington, clearly, we've got to get our own house in order. We have proposals before the Congress now that really would help with the federal deficit. We are not going to get the deficit down until we cap the growth of -- you don't have to cut -- but cap the growth of the mandatory programs. And there's no other way to do it. We've done fairly well by capping the discretionary programs. But we've got to get discipline back. And that leaves me to ask for your support for an idea that I've long been for, advocated it in campaign after campaign, but that we may have a chance to get through Congress now, and that is the balanced budget amendment. It will have to be phased in -- it can't be done overnight. But it can be phased in. And I really think it would discipline not just the Congress, but any executive branch -- ours or subsequent executive branches. And I would like to ask your support on that because that's beginning to churn around in the Congress right now. Secondly, we are going to continue to go after red tape, reduce federal red tape. It acts as a straight jacket. I was in business once and I remember having to get -- that was way back in the '50s and '60s -- and I remember the pain it was to have to go to several agencies to get permits to go out and do our business. So we are trying to simplify all that now, recognizing that every dollar you spend conforming to some government mandate is a dollar that you could spend in some way making sales to your customers more efficient or reducing costs or whatever. And as you may know, we have a moratorium now on new federal regulations. It has been successful. And now we've renewed it. We're speeding up those regulations that encourage growth. And wherever- possible, we are actually cancelling regulations that needlessly burden business. I have certain responsibilities for safety, for the environment, but I am convinced that up until now we've not found -- government hasn't found the proper balance. And we are really working at this problem and I hope that we can prove to you that the days of overregulation are just exactly that, that they are over. But if you get examples from your businesses where that is not true, please call them to our attention and let us try to help with this bureaucracy out there where we have to fight to hold the line against the excesses of regulation. The IRS, just by way of example here, at our direction has issued new rules to simplify the payroll tax system. And those new rules are really going to reduce -- significantly, I might say-- the payroll costs of businesses. We're launching an experimental program that will let employers make tax payments electronically. And there is no reason why you should waste time and money doing paperwork for the U.S. government. And I also understand how crucial trade is to the growth of your area -- this is a whole other point. In fact, I believe it is crucial for every American. Our economic success at home depends on our economic success abroad. We can no longer pull back in isolation or into protectionism. We simply can't do it. There are some bad politics in it. Maybe there are some good politics. I know there's good common sense in this approach I've outlined. I really appreciate what you all have done on behalf of the North American Free Trade Agreement. And I am convinced that it is in the interest of the American worker to get that agreement passed. And when we get it, and I am confident we will, we're going MORE - 4 - to have created a $6.5 trillion market with the North America Free Trade Agreement -- $6.5 trillion market -- one of the largest of the world. And also on the GATT Round, we're moving forward there. It's difficult -- the hangups -- I won't burden you with all the details, but I'm telling you it's like pulling teeth getting the GATT Round completed. But a successful GATT agreement could pump more than $5 trillion into the global economy over 10 years. And our share of that promises to top $1 trillion. And that means, obviously, more and more better jobs for Americans. I think it means better service for your customers, too, and I think it means better prospects to make your businesses grow. I think the consumer is helped here by prices being reasonable and more repetitive. Now, I am committed to both the NAFTA and GATT Round conclusions. And some call this trade policy optimistic, and in a sense, I think they're right because I am optimistic about this country. I refuse to be one of the pessimists when it comes to where we stand in terms of the future. And the creativity and the energy and the enthusiasm of the members of this organization are just the best possible rebuttal to the pessimists. So with your help I think we can demonstrate, as we're coming out of this slow infinitesimal growth period, that we've got plenty to be grateful for and that there's plenty of opportunity out there. And the retailers have been in the lead for many sensible fiscal proposals up there on Capitol Hill, and this is a good opportunity just to say thank you from the bottom of a very, very grateful heart. And thank you for being with us today. And now I will turn the program either to the chairman or to the other president, depending how we want to do all of this. (Applause.) END 3:14 P.M. EDT IO-ANALYSIS.WKS Chart 2 Question: If the federal government could take one action to make operation of your independent retail business easier and more productive, what would it be? 11.58% 33.68% 36.84% 17.89% Dimish Encourage banks Enact some Other government to expand program of tax regulation of business loans reform, including businesses lower tax rates for businesses Page 1 S. central - LA home pats the us -seed pikes can A the wele a / be part part of The left sains to dist beoney. be people start go business the wash post were ught problemat for that it you it purthes the to set N. is tyo This President and this Administration stand committed to this growth -- you can count on it. And I personally appreciate the strong support IMRA has announced -- support for my economic growth package announced in my State of the Union address, support for my regulatory reform initiatives, and your support for our civil justice reforms that are in the Access to Justice Act of 1992. You're out there on the front lines of this economic recovery. You understand the deadly process that can turn regulatory red tape into pink slips for businesses. You've seen how the hand of government can tie the Invisible Hand of a free market at work. Together, we can bring real change to our federal government. That's my goal and I need your support. Barbara joins me in congratulating all of you on your successful convention in beautiful Florida. Thank you, God bless you, and God bless the United States of America. Arising tide may wft all boats. But some people, serve of in the the people America SEAREH OF & METAPHOR funly holes have boas merica IN Fam JPP? is as the was in - crales for our 8 compit) AT) a / America C The highest take is in of aced welfire I as mosting one or kids antime (Grossman/Simon) May 13, 1992 Draft One IMRA PRESIDENTIAL VIDEO: INTERNATIONAL MASS RETAILERS ASSOCIATION ROOM 459 MAY 18, 1992 I didn't want to let this convention go by without a "Hello" and "Thank you" to all my friends from the International Mass Retail Association. [[When Barbara found out you were down in Orlando, she said you had probably seen enough of Dumbo and Goofy without hearing from me. 11 What can I say, Barbara Bush -- America's Fairy Godmother. ]] Anyway, my best wishes and congratulations to all my good friends and supporters -- especially your President, Bob Verdisco, and your Chairman of the Board, Warren White. I understand that my friend Norman Schwarzkopf is standing by. When "The Bear" speaks, people listen -- or else they dive into their bunkers. General Schwarzkopf is a man of courage who helped us change the world. Now it's people like you, and the International Mass Retail Association, that are helping us change America. IMRA [IM - rah] represents the overwhelming majority of the nearly $170 billion mass retail industry -- the strongest segment of overall retail. Recent retail stats paint a picture of an economy on the rise. I have faith in this recovery -- because I have faith in people like you. All of you have earned your stars in turning this economy around. create greate for a then welfume. ltisthat simple - we don't want to empower the welfare bureare. wedent hand to exporture the housing bome We areat to empore people. the MAY-08-'92 16:15 ID: TEL NO: #658 P02 IMRA Orlando last cant DRAFT #2 - - just before GOOD MORNING. I DID NOT WANT TO LET THIS OPPORTUNITY OF YOUR ANNUAL CONVENTION GO BY, WITHOUT THE CHANCE TO SAY "HELLO" AND "THANK YOU" TO ALL MY FRIENDS FROM THE INTERNATIONAL MASS RETAIL ASSOCIATION. MY SPECIAL BEST WISHES AND CONGRATULATIONS FOR HAVING HAD A WONDERFUL CONVENTION TO MY GOOD FRIENDS AND SUPPORTERS --- YOUR PRESIDENT, BOB VERDISCO, AND YOUR CHAIRMAN OF THE BOARD, WARREN WHITE. IUNDERSTAND THAT RETIRED GENERAL NORMAN SCHWARZKOPF IS UP ON DECK AND THAT HE WILL BE ADDRESSING ALL OF YOU NEXT. HE HAS BEEN MY TRUSTED FRIEND AND ADVISOR. AFTER HEARING "THE BEAR," YOU WILL KNOW WHY WE WERE ABLE TO WIN SUCH A DECISIVE VICTORY IN OPERATION DESERT STORM. HE IS A GREAT MAN, WHO WILL BE ADDRESSING A GREAT ORGANIZATION. THE INTERNATIONAL MASS RETAIL ASSOCIATION REPRESENTS THE OVERWHELMING MAJORITY OF THE NEARLY $170 BILLION MASS RETAIL INDUSTRY AND IS THE STRONGEST SEGMENT OF THE OVERALL RETAIL INDUSTRY. RECENTLY, RETAIL STATISTICS HAVE BEEN PROVING THAT OUR ECONOMY IS STARTING TO SHOW SIGNIFICANT SIGNS OF IMPROVEMENT. I AM CONFIDENT THAT OUR ECONOMY IS REBOUNDING. ALL OF YOU HAVE PLAYED MAY-08-'92 16:15 ID: TEL NO: #658 P03 INT'L MASS RETAIL ASSOC. ANNUAL A CRITICAL ROLE IN THIS TURNAROUND. CONE. I AM COMMITTED TO THIS GROWTH AND APPRECIATE THE STRONG ANNOUNCED SUPPORT THAT IMRA [PRONOUNCED: IM - RA] HAS PROVIDED ME -- INCLUDING YOUR SUPPORT OF MY ECONOMIC GROWTH PACKAGE ANNOUNCED IN MY STATE OF THE UNION ADDRESS, YOUR SUPPORT OF MY REGULATORY REFORM INITIATIVES, AND YOUR SUPPORT OF OUR CIVIL JUSTICE REFORMS THAT ARE IN THE ACCESS TO JUSTICE ACT OF 1992. TOGETHER, WE CAN BRING REAL CHANGE TO OUR FEDERAL GOVERNMENT. YOU AND ALL AMERICANS DESERVE AN EFFICIENT GOVERNMENT THAT DOES NOT BURDEN YOU WITH REGULATORY OBSTACLES. THAT IS OUR GOAL. I HOPE THAT I CAN COUNT ON YOUR CONTINUED SUPPORT DURING THIS YEAR AND BEYOND. BARBARA JOINS ME IN CONGRATULATING ALL OF YOU ON YOUR SUCCESSFUL CONVENTION IN BEAUTIFUL FLORIDA. BEST WISHES FOR A PROSPEROUS YEAR. THANK YOU AND GOD BLESS. Interat shoppiers NOTE: IMRA is sensitive to the term "discount retail" and prefers the term "mass retail." Thank you for this consideration. (Ferguson/Grossman) May 15, 1992 Draft Two XXX X RETAIL PRESIDENTIAL REMARKS: NATIONAL RETAIL FEDERATION MAY 19, 1992 ROOM 450 2:00 P.M. (Acknowledgments) I'm delighted to receive this award, and to have the chance to visit with you today. Before I go any further, let me say a few words about Los Angeles. The recent riots, as you know, left a large number of retail operators and other small businesses devastated. We've FEMA responded swiftly to the needs there. The Small Business 646-2400 Administration X X Association and the Federal Emergency Management Agency have made xx massive resources available to the businesses victimized in Los 3692 Federal Home Angeles. And the Federal Home Loan Bank system will offer an Loan Board Bank Crym X x additional $600 million to finance the rebuilding of homes and businesses. 703 903 3562 Diar Clarcy FH Mortgage But now we need to look beyond the immediate aftermath of HOD Corporation this tragedy. We must renew our commitment to bring hope and 703)685-4500 opportunity not just to Los Angeles but to every American city. Last week, I presented to congressional leaders a six-point action plan to do just that: our "Weed and Seed" anti-crime initiative; our HOPE housing initiative; education reform; welfare reform; strong job-training programs for young people in the inner city; and enterprise zones, to bring private capital and jobs to neighborhoods that so desperately need them. Federal Housing Ministration HOD 708-1112 1-800- 1-800-FREDDIE FREDDIE 708-0120 Robkelner Feb March April 37-2000 (30). 763-7038 130903 139879 151771 157376 2 I know that retail has been through tough times, as have many other sectors of the economy. But there are reasons to be NOWB LT encouraged. In the first quarter of this year, retail sales rose Xt a strong 3 percent. I want to assure you that we're doing XX CEA Kitty *5108 everything we can from here to ensure that this growth continues. We've been taking steps to reduce federal red tape, which too often acts as a straight jacket on your ability to compete. Every dollar you spend conforming to some government mandate is a dollar you could spend to serve your customers better. As you may know, we've implemented a moratorium on new federal regulations. We're speeding up those regulations that encourage growth -- and, wherever possible, we're cancelling regulations that needlessly burden business. The days of over-regulation are and just that -- over. For example, at my direction, the IRS has issued new rules to simplify the payroll tax system. The new rules will save businesses billions of dollars in payroll costs. We're also launching an experimental program to let employers make tax payments electronically. There's no reason you should waste time and money doing the government's paperwork. I also understand how crucial trade is to the growth of your industry. In fact, it is crucial for every American, because our economic success at home depends on our economic success abroad. I appreciate the goód work the NRF has been NRF brochere doing on behalf of our North X American Free Trade Agreement. When 3 XXXXX we get that agreement -- and we will -- we will create a $6.5 trillion trading area, one of the largest in the world. We're also moving forward with the GATT trade negotiations. Dave X more Walters USTR A successful GATT agreement could pump $5 trillion into the than global x economy over X ten years. The U.S. share of that promises (5.25) to top $1 trillion. And that means more and better jobs for Americans, better service for your customers, and better prospects to make your businesses grow. Thank you for the opportunity to speak with you today, and thank you this honor. # # # # FOR IMMEDIATE RELEASE MAY14 1992 CONTACT: DALE TATE (202) 783-7971 PRESIDENT BUSH, GOVERNOR CUOMO TO SPEAK AT NATIONAL RETAIL FEDERATION CONFERENCE The country's top retailers will hear from President Bush, New York's Governor Mario Cuomo, Senate Republican Leader Bob Dole and House Minority Whip Newt Gingrich, among others at The National Retail Federation's (NRF) Annual Washington Leadership Conference on May 19 & 20. President Bush will receive NRF's Leadership in Public Service Award at the White House at 2:00 p.m. on May 19. The following is a ] Unless otherwise I To Junifar el May 19 Date Time 2:25 10:00 a.m. Speec WHILE YOU WERE OUT Small M Jeff Vought 12:30 p.m. Speec of ) 2:00 p.m. Prese Phone 7983 Area Code (Roon Number Extension TELEPHONED PLEASE CALL 4:00 p.m. Speed CALLED TO SEE YOU WILL CALL AGAIN Amer WANTS TO SEE YOU URGENT RETURNED YOUR CALL 7:30 p.m. Dinn (Nati Message May 20 8:00 a.m Spee 9:00 a.m. Spee Bobby 10:15 a.m. Spee Operator AMPAD EFFICIENCY© 23-021 CARBONLESS 12:00 p.m. Speech by Sen. Bill Bradley (D-N.J.) 2:00 p.m. Speech by Bernadette Budde, Political Director, BIPAC Speech by Robert McDicken, American Society of Association Executives For additional information on NRF's Washington Leadership Conference, please contact: Dale Tate (202) 783-7971 IO-ANALYSIS2.WKS Chart 4 Question: Are you beginning to see signs of real economic recovery in your business or your geographic region? 35 30 25 Yes No 20 15 10 5 0 Northeast Middle Atlantic Southeast Midwest Southwest Northwest Page 1 IO-ANALYSIS.WKS Chart 3 Question: Looking to the future, what are the three most critical policy areas that need to be addressed by the federal government? (e.g. health care, tax reform, federal deficit reduction, etc.) 27.38% 33.73% 1.59% 11.51% 25.79% Health care Federal deficit Tax reform reduction Job training Other Page 1 D& NATIONAL RETAIL FEDERATION 701 PENNSYLVANIA AVENUE, N.W. SUITE 710 WASHINGTON, D.C. 20004 (202) 783-7971 ANDY : ONE AREA L KORGOT TO MENTION WAS TRADE, ESPECIALLY CHINA MIN. WHICH is CXTICANCY IMPORTANT To RETAILERS. Auso, CAUTION, THE SURVEY WAS OF OUR INDEPENDENT STOLES, I.E. SMALL RETAILERS, AND THEREFORE Joes NOT REFLECT TNE VIEWS OF OUR B166ER MEMBERS, LIKE SEAKS, X-MART, DENNEY'S THE MACCO PLEASE CAU IF you NEED more INFO. THANKS, DALE FATE RETAIL SERVICES DIVISION 100 WEST 31 ST STREET, NEW YORK, NY 10001 (212) 244-8780 плаз Kap fincoln puot Fellow we K history people tannot this and we admin y chrs of 8 will spile sp u be of does not first the assume v to we freedur free. the I the used (Ans) buy M big Latin pm (Grossman/Simon) May 13, 1992 Draft One IMRA PRESIDENTIAL VIDEO: INTERNATIONAL MASS RETAILERS ASSOCIATION ROOM 459 MAY 18, 1992 I didn't want to let this convention go by without a "Hello" and "Thank you" to all my friends from the International Mass Retail Association. [[When Barbara found out you were down in Orlando, she said you had probably seen enough of Dumbo and Goofy without hearing from me. 11 What can I say, Barbara Bush -- America's Fairy Godmother. ]] Anyway, my best wishes and congratulations to all my good friends and supporters -- especially your President, Bob Verdisco, and your Chairman of the Board, Warren White. I understand that my friend Norman Schwarzkopf is standing by. When "The Bear" speaks, people listen -- or else they dive into their bunkers. General Schwarzkopf is a man of courage who helped us change the world. Now it's people like you, and the International Mass Retail Association, that are helping us change America. IMRA [IM - rah] represents the overwhelming majority of the nearly $170 billion mass retail industry -- the strongest segment of overall retail. Recent retail stats paint a picture of an economy on the rise. I have faith in this recovery -- because I have faith in people like you. All of you have earned your stars in turning this economy around. This President and this Administration stand committed to this growth -- you can count on it. And I personally appreciate the strong support IMRA has announced --- support for my economic growth package announced in my State of the Union address, support for my regulatory reform initiatives, and your support for our civil justice reforms that are in the Access to Justice Act of 1992. You're out there on the front lines of this economic recovery. You understand the deadly process that can turn regulatory red tape into pink slips for businesses. You've seen how the hand of government can tie the Invisible Hand of a free market at work. Together, we can bring real change to our federal government. That's my goal and I need your support. Barbara joins me in congratulating all of you on your successful convention in beautiful Florida. Thank you, God bless you, and God bless the United States of America. THE WHITE HOUSE Office of the Press Secretary For Immediate Release May 19, 1992 REMARKS BY THE PRESIDENT IN ADDRESS TO NATIONAL RETAIL FEDERATION Room 450 Old Executive Office Building 3:03 P.M. EDT THE PRESIDENT: Let me first salute Lamar Alexander -- most of you know who he is -- our Secretary for Education. But as we're trying to literally revolutionize American education -- give kids a real break, give them a shot at excellence -- why, I can't tell you how grateful I am to have him as Secretary. And he's doing a superb job. Tracy, President, thank you for having me here. And to Joseph Antonini, I salute him, our Chairman. And thank you all very much for coming. I gather Pat Saiki has been here, right, or has she? MS. MULLINS: She spoke to us this morning. THE PRESIDENT: Yes. I want to say about Pat, when this problem broke out there in Los Angeles, she took that SBA and really rose to the occasion. And I think she's really trying to help in that field. And, of course, what they're doing, SBA, across the board, I hope, is beneficial in many ways to all business people in this country. But, as you know, these riots out there left a large number of retail operators and a lot of small businesses devastated. What happened in the Korea community, where it was particularly concentrated, was just horrible -- and, of course, all communities. But Pat did respond very swiftly. The SBA and then, also, FEMA, the Federal Emergency Management Agency, made massive resources available. The Federal Home Loan Bank is going to offer an additional $600 million to finance the rebuilding of homes and businesses there. And then we have a special task force to cut the red tape and to make sure that these businesses get the help that they deserve in record time. So I wanted to just give you a report on that. I think the federal government has responded promptly to the troubles out there. The Governor and the Mayor have both thanked us for what we've done, not only in this side but also in the law enforcement side, by bringing to bear some of the U.S. Army, the 7th Infantry and the Marines at a time when it was very dicey. And so I hope that our response has been proper. But now we've got to go beyond this tragedy and renew our commitment to bring hope and to bring opportunity not just to Los Angeles but to every city. And last week, we went to the Congress with six action- oriented items. Again, I had a chance to repeat that, we had the Democratic leaders and the Republican leaders into the White House today. And the six points: the first one was a Weed and Seed anticrime initiative, where you weed out the criminal elements and then seed the neighborhoods with investments and jobs that, hopefully, will bring opportunity to the communities. MORE - 2 - The housing initiative is known as HOPE -- that's Home Ownership for People Everywhere. We get hit saying, hey, we ought to try some new ideas. We said this is a new idea. It really hasn't been tried. It's a proposal we've had out there. But I happen to feel that dignity comes with owning your own home an awful lot of the time. And so we're going to press, and I think Congress now will be much more receptive to that. Education reform Lamar will talk about. But in terms of meeting medium- and longer-range objectives, therein lies the answer. These kids have got to be educated. They have got to understand that gang warfare is no substitute for jobs. And so we're putting an awful lot of stake on trying to get through now the education program that I'm sure Lamar will describe to you. Welfare reform -- you've got to be careful that you put it forward in a very constructive way. And that, again, is what we're trying to do. I read the case of the family the other day where a little girl had managed to save pittance, her mother being on welfare and the welfare law was such that she couldn't save anything beyond $1,000. That seems to me to be counterproductive. So we're trying to make reforms there, as well as reform the -- permit the states to try new things through what we call the waiver process -- give waivers to the states from the existing guidelines and let them try innovative answers, whether its learnfare or workfare or whatever it is. So this one is important. Again, it transcends just Los Angeles, but it's a national thing. Strong job training programs for young people is a very good one. And we've got Job Training 2000, which is like a one-stop shopping for all the federal agencies to come together and help on that one. And then the enterprise zones approach. I was amazed, but in everyplace I went both there in South Central, in the Korean community and then in Pittsburgh and in Philadelphia -- there's an idea which really has unanimous support now. And so I am very hopeful that this enterprise zones concept that passed the Congress not in the form we wanted, but that passed the Congress -- will be enacted into law. It will bring private capital and jobs to the neighborhoods. It will act like a magnet, giving businesses a break to locate in these tough areas. And, obviously, if it didn't work and wasn't productive, they wouldn't stay. But at least it's an idea that needs to be tried. Now, on your business. I know the retailers have not had it easy. You've been through some tough times, as have many other sectors of the economy. I think there are reasons to be encouraged overall. In the first quarter of this year, retail sales were up by, I'm told, a strong three percent. And I want to tell you that we are going to try to everything we can from here to ensure that the growth continues. It's odd, I just saw some new surveys, and the American people still feel the economy is getting worse, even though most economists now and most business people are saying, hey, it's beginning to move. And I think you'll see some growth figures that confirm that. But there's a psychological -- a confidence problem out there that I'm sure adversely affects some of your interests -- some of your business. I think that can turn around now and I think it will turn around. And we are going to try to oversell where the economy stands, but at least try to gun down some of this pessimism you get on the top of every news broadcast across this country. I mean, they don't -- there's never -- when a statistic comes out that's favorable, somebody finds a bad one to offset it with or trying to put a bad spin on it. But I believe things are beginning to move. MORE - 3 - And I think most people in the country feel that way. And I hope that that is immediately felt in the retail business. In Washington, clearly, we've got to get our own house in order. We have proposals before the Congress now that really would help with the federal deficit. We are not going to get the deficit down until we cap the growth of -- you don't have to cut -- but cap the growth of the mandatory programs. And there's no other way to do it. We've done fairly well by capping the discretionary programs. But we've got to get discipline back. And that leaves me to ask for your support for an idea that I've long been for, advocated it in campaign after campaign, but that we may have a chance to get through Congress now, and that is the balanced budget amendment. It will have to be phased in -- it can't be done overnight. But it can be phased in. And I really think it would discipline not just the Congress, but any executive branch -- ours or subsequent executive branches. And I would like to ask your support on that because that's beginning to churn around in the Congress right now. Secondly, we are going to continue to go after red tape, reduce federal red tape. It acts as a straight jacket. I was in business once and I remember having to get -- that was way back in the '50s and '60s -- and I remember the pain it was to have to go to several agencies to get permits to go out and do our business. So we are trying to simplify all that now, recognizing that every dollar you spend conforming to some government mandate is a dollar that you could spend in some way making sales to your customers more efficient or reducing costs or whatever. And as you may know, we have a moratorium now on new federal regulations. It has been successful. And now we've renewed it. We're speeding up those regulations that encourage growth. And wherever possible, we are actually cancelling regulations that needlessly burden business. I have certain responsibilities for safety, for the environment, but I am convinced that up until now we've not found -- government hasn't found the proper balance. And we are really working at this problem and I hope that we can prove to you that the days of overregulation are just exactly that, that they are over. But if you get examples from your businesses where that is not true, please call them to our attention and let us try to help with this bureaucracy out there where we have to fight to hold the line against the excesses of regulation. The IRS, just by way of example here, at our direction has issued new rules to simplify the payroll tax system. And those new rules are really going to reduce -- significantly, I might say-- the payroll costs of businesses. We're launching an experimental program that will let employers make tax payments electronically. And there is no reason why you should waste time and money doing paperwork for the U.S. government. And I also understand how crucial trade is to the growth of your area -- this is a whole other point. In fact, I believe it is crucial for every American. Our economic success at home depends on our economic success abroad. We can no longer pull back in isolation or into protectionism. We simply can't do it. There are some bad politics in it. Maybe there are some good politics. I know there's good common sense in this approach I've outlined. I really appreciate what you all have done on behalf of the North American Free Trade Agreement. And I am convinced that it is in the interest of the American worker to get that agreement passed. And when we get it, and I am confident we will, we're going MORE - 4 - to have created a $6.5 trillion market with the North America Free Trade Agreement - $6.5 trillion market -- one of the largest of the world. And also on the GATT Round, we're moving forward there. It's difficult -- the hangups -- I won't burden you with all the details, but I'm telling you it's like pulling teeth getting the GATT Round completed. But a successful GATT agreement could pump more than $5 trillion into the global economy over 10 years. And our share of that promises to top $1 trillion. And that means, obviously, more and more better jobs for Americans. I think it means better service for your customers, too, and I think it means better prospects to make your businesses grow. I think the consumer is helped here by prices being reasonable and more repetitive. Now, I am committed to both the NAFTA and GATT Round conclusions. And some call this trade policy optimistic, and in a sense, I think they're right because I am optimistic about this country. I refuse to be one of the pessimists when it comes to where we stand in terms of the future. And the creativity and the energy and the enthusiasm of the members of this organization are just the best possible rebuttal to the pessimists. So with your help I think we can demonstrate, as we're coming out of this slow infinitesimal growth period, that we've got plenty to be grateful for and that there's plenty of opportunity out there. And the retailers have been in the lead for many sensible fiscal proposals up there on Capitol Hill, and this is a good opportunity just to say thank you from the bottom of a very, very grateful heart. And thank you for being with us today. And now I will turn the program either to the chairman or to the other president, depending how we want to do all of this. (Applause.) END 3:14 P.M. EDT National Retail FEDERATION ANNUAL REPORT WHY A FEDERATION? The National Retail Federation is the single retail trade organization which speaks with one voice for virtually the entire spectrum of the industry. By bringing under the Federation umbrella associations which have members in most lines of the retail business, and associations in all 50 states and the District of Columbia, the Federation represents an industry which encom- passes over one million U.S. retail establishments, employs nearly 20 million people and registered sales in excess of $1.8 trillion in 1990. The NRF also has a sizable international membership of 1,000 stores in 50 nations abroad. Dall 783-7971 Tall MISSION STATEMENT THE NATIONAL RETAIL FEDERATION IS THE RETAIL INDUSTRY'S LARGEST ADVOCACY ORGANIZATION WHICH INFLUENCES THE DEVELOPMENT AND CONTENT OF LEGISLATION AND PUBLIC POLICY AFFECTING RETAILING AND THE CONSUMER AND ADVANCES THE RETAIL INDUSTRY THROUGH PROFESSIONAL SEMINARS, TRADE CONFERENCES, PUBLICATIONS AND EDUCATIONAL ACTIVITIES. Chairman's Message t has been suggested that the basic measure of success for business in today's economic climate is that it has managed to survive. The wise - and, ultimately, successful - retailer survives by using every useful tool available. And one tool which increases in value in tough economic times is membership in the National Retail Federation. As you read through this Annual Report, you will be reminded of the many ways the NRF has been responsible for protecting your business interests. Perhaps it's been through key amendments which minimize the impact of government intrusion in your company's daily operations. Or perhaps you derived some benefit from attending an industry meeting William R. Howell and exchanging information with peers about new cost saving solutions to business problems. Chairman and CEO You will see in this report how the Federation has positioned its J.C. Penney Company, Inc. members to succeed in tough times. Effective representation, access to Chairman of the Board and governmental decision makers and to experts in virtually every phase of Chairman of the retail operations, immediate information on industry trends - these are only a few of the benefits provided by the NRF which help you to improve your Executive Committee productivity and profitability. National Retail Federation Tough businesses survive tough times. Your active membership in the National Retail Federation is key to your success as you look to survive - and, we trust, to prosper - in the coming years. 1991: Year of Crisis - Year of Achievement he year just ended has been one of tremendous uncertainty and John J. Schultz challenge for retailers. As 1991 began the nation faced war in the Executive Director Persian Gulf, and few Americans felt confident enough about our National Retail Federation long-term economic outlook to be vigorous consumers. That President caution lasted throughout the year. And compounding the troubles which accompanied this year of economic Retail Services Division uncertainty were govern- mental actions - and inaction - to make the daily operation of busiess more difficult. The specter of increased taxes was with us daily, as the Congress searched for new revenue sources to fund necessary programs. Each new proposal was analyzed by NRF staff and members, so that the impact of these proposals on retailing and on consumers could be communicated to legislators. Strong retail support for the successful conclusion of the GATT negotiations and a new North American Schultz Free Trade Agreement was urged through an aggressive campaign mounted by NRF's international trade arm, the Retail Industry Trade Action Coalition (RITAC). RITAC undertook a vigorous lobbying and media campaign with retail involvement at the most senior levels. Other legislative efforts to restrict open markets occupied much of NRF's time and were forcefully and successfully opposed. The passage of a civil rights bill requiring radical changes in retail operations challenged NRF to develop a retail-specific manual and series of seminars to help retailers come into compliance with the new law and avoid costly litigation. Both the manual and seminars have received high marks from satisfied - and relieved - retailers. Finally, the industry was faced with the equivalent of a "Saturday night massacre" when the Senate, in response to an off-hand remark by President Bush, voted over- whelmingly to place a cap on credit card interest rates. The action, coming late one Tracy Mullin President Government and Public Affairs Division National Retail Federation night at the end of the legislative session, provoked a swift and thunderous reaction from an already-belea- guered retail community. The message to Capitol Hill was a clear and resounding "No!" And the message was carried by retailers of all sizes from all segments of the industry and by the strong grassroots network of the state and national retail associations. Clearly, it was a textbook case of an effective campaign - culminating in victory - one which is only possible when a structure such as the NRF's is in place. This difficult economic climate impacted on the NRF Retail Services Division as well as on our own members. A re-organization was instituted at NRF to reduce expenses, to re-train staff, and to develop long-term strategic plans for the Federation. The goal is to provide more relevant and significant member services and programs. The conferences and exhibitions which provide NRF members with a forum for idea exchange, exposure to winning business strategies, and to the technologies that will ensure our future success as an industry are currently undergoing significant re-evaluation, re- structuring and re-focusing to address member-expressed needs. It is these conferences - currently providing 45 percent of NRF revenues - that offer the single greatest opportunity for incremental revenue generation to the Federation in the future. In 1991, conference attendance, for the most part, held its own or improved, under- scoring both NRF's success in understanding and re-orienting our programs, and this industry's recognition of the rapidity with which change is affecting us. Retailers set new records for active participation in NRF activities this year, and that participation has generated a level of excitement and commitment among the staff to achieve even more for the industry in 1992. We look forward to working with you next year. 4 Annual Convention and Exposition The 80th NRF Annual Retail Industry Convention, the largest gathering of retail executives in the world, provided the opportunity for NRF members and staff to identify issues and Bookston trends which would create challenges for retailing in 1991 and to develop plans for NRF's public policy agenda and educa- tional programs throughout the year. Thousands of executives from retailing, as well as Convention attendees were able to purchase the service and vendor firms, attended the four-day conven- latest NRF publications tion and exposition, held in January in New York City. covering a wide range of subjects at the Annual More than 65 sessions, developed by NRF's Retail Convention bookstore. Services Division, featured over 200 experts speaking on virtually every aspect of retailing of interest to both large national chains and small independent stores. A series of open-ended roundtable discussions gave retailers an opportunity to discuss common problems and to identify issues and trends of particular impor- tance to future planning efforts. The NRF Board of Directors, holding its semi- annual meeting, devoted considerable special attention to discussion of national public policy issues. Reacting to assessments, developed by NRF's Government and Public Affairs staff, of legislative and regulatory activities which would impact the daily operation of Harwell Proffitt, Chairman of the Executive Committee, retailers' business or the national or international Proffitt's, Inc. and Leo M. Rodgers, Jr., President, Balliet's, Inc., economic climate, the Board agreed to the legislative got a personal view of the press and its political agenda from Hodding Carter, host of the PBS show "Capital Journal," who priorities of the Federation for 1991. Clear emphasis addressed attendees of the Curtain Raising Luncheon. was given to efforts to strengthen the weak economy, ensure greater access to free trade in open markets, and provide positive leadership in developing a program to provide affordable, quality health care to all Americans. Distinguished retailers were honored at the 1991 Annual Convention. The 1991 NRF Gold Medal, 5 Over 500 retailers attended one convention session forecasting the economic outlook retailing's most prestigious award, was given to Marvin for retailing. Traub, Chairman of Bloomingdale's. Others who were honored were Jorgen Basse, Chief Executive Officer, Magasin du Nord, Copenhagen, Denmark, who received the International Award, and STORES David A. Horr, President and Treasurer, Marting's Department Store, Portsmouth, Ohio, who was pre- A LIFESTYLE sented the Independent Retailer of the Year Award. The Federation also awarded Silver Plaques to Fred Hamacher, Vice President, Compensation and Benefits, Dayton Hudson Corporation and to Sumpter Priddy, NRF GOLD MEDAL WINNER President, Virginia Retail Merchants Association. Marvin S. Traub Chairman, Work began early in 1991 to prepare for NRF's 81st Annual Convention in January 1992, slotted to be 1991 NRF Gold Medal recipient one of the strongest in years. Seventy CEOs, was Marvin S. Traub, Chairman, Bloomingdale's. chairpeople and presidents, among others, will explore strategies, technologies, and operations to bolster the Fred Hamacher, Vice President, industry. Special programs have been created, Compensation and Benefits, including: Dayton Hudson Corporation, was congratulated by Dayton Visions and visionaries exploring the economic, Hudson Chairman and CEO RETAILING governmental, global, technological and sociological Kenneth Macke, on being 1992 presented the NRF Silver Plaque. dynamics which will reinforce and re-direct the retailing TOUGH industry. CHALLENGES NEW Five days of "nuts and bolts" sessions on sound STRATEGIES business-practices for the independent and smaller JANUARY 12-15 NEW YORK CITY retailer, virtually a conference within the convention. Two and a half days for international retail NRF's 1992 Annual Retail Industry members which will provide a concise overview of the Convention and Exposition will focus on new ideas and strategies to deal United States' retailing scene. with the challenges of the nineties. Retail Directions Exposition, the marketplace for tomorrow's technology, equipment, systems and services. 6 Government and Public Affairs Division 1991 WASHINGTON LEADERSHIP CONFERENCE The 56th Annual Washington Leadership Conference clearly upheld the tradition of providing NRF members the opportunity to discuss major legislative issues of concern to the retail President George Bush industry with leaders of government at the highest levels. greeted NRF Chairman Over 130 retail chief executive officers and senior retail William R. Howell and NRF President Tracy executives attended this year's conference, held May 22-23. Mullin before addressing The centerpiece of the event was a meeting in the Federation members. White House briefing room with President Bush, who publicly thanked NRF and its members for their major contribution to ensure that his Administration be United States Trade granted fast track negotiating authority to complete the Representative Carla S. Hills shared a light moment with critical Uruguay Round of GATT trade negotiations. NRF Chairman Howell and The Congress, due in large part to efforts undertaken by Donald G. Fisher, Chairman and CEO, The Gap, Inc., prior NRF members, had voted to grant the President the to her dinner address. authority only the evening before the Presidential briefing. NRF members also enjoyed a reception and dinner at the elegant Mexican Cultural Institute at which they were greeted by His Excellency the Ambassador of Mexico and heard an after dinner address by Ambassa- dor Carla Hills, the U.S. Special Trade Representative. Citicorp Establishment Services hosted 150 attendees at dinner at the Mexican Cultural Institute, while The Washington Post Company sponsored the evening's cocktail reception. Left, K mart Chairman, President and CEO Joseph Antonini thanked Thomas Ferguson, President, The Washington Post Company. Right, Citicorp Establishment Services executives Phil Carter and Bob Horan were the evening's hosts. 7 Labor Secretary Lynn Martin (left) and Democratic House Leadership member Rep. Vic Fazio of California presented opposing points of view on legislative initiatives. Labor Secretary Lynn Martin discussed the Administration's efforts to fashion new pension legislation and to undertake a "glass ceiling" initiative House Ways and Means Committee Chairman in the workplace. Rep. Vic Fazio (D-CA), fifth-ranking Dan Rostenkowski (D-IL) member of the House leadership, briefed attendees on discussed possible congressional action on political and legislative items. tax measures at the House Ways and Means Committee Chairman Dan NRF Board of Directors meeting. Rostenkowski (D-IL) was guest speaker at the NRF Board of Directors meeting, discussing with Board members the potential for tax legislation in the 102nd Congress. And attendees were treated to a lively exchange between conservative journalist Fred Barnes of The New Republic and liberal writer and commenta- tor Juan Williams of The Washington Post. In addition, numerous board and committee meetings were held during the two-day session, notably the Independent Stores Board and the Federation's Government and Legal Affairs Committee. Conservative commentator Fred Barnes of The New Republic and liberal journalist Juan Williams of The Washington Post provided a lively interchange on economic, political and social issues at a panel session moderated by Charles H. Reynolds, Jr, Chairman, Reynolds Brothers, Inc. NRF President Jack Schultz led a discussion of NRF services at the meeting of the Independent Stores Board of Directors. 8 TAX AND BUDGET POLICY The 102nd Congress opened on a sour note with members on both sides of the aisle keenly aware that the tax and budget debate would continue to be waged in sometimes strident tones as the general economic outlook was grim. Few were predicting that the recession would end before mid-year, and most in Congress were forced to admit that the economy could South Dakota not begin to grow without bold and comprehensive action on Democratic Senator Tom Daschle, a member the part of government leaders. But bold initiatives would of the Senate Finance require courage, leadership and cooperation between Committee, addressed the NRF Taxation increasingly partisan Republicans and Democrats, and Committee at a dinner political courage and leadership were in short supply. preceding its October meeting in Washington. The specter of the 1992 national elections influ- enced debates and public declarations from Capitol Hill and the White House throughout the year. The disen- chantment of the American public with its leaders' ability to halt the recessionary spiral, create new jobs, and begin to bring the deficit under control threatened to impact not only the presidential election, but con- gressional races as well. And the voters continued to send a strong message to elected officials that they would not tolerate tax increases. The Omnibus Budget Reconciliation Act, signed into law in 1990, set new rules for a five-year deficit reduction target that had been a common goal of the budget negotiators. As a result, Congress was forced to adhere strictly to the "pay-as-you-go" terms of the Another Senate Finance Committee member, Senator David Pryor (D-AR), budget agreement and the Congress cast about for other was flanked by NRF President Tracy Mullin and Frank Gunter, Vice President Taxes, May Department Stores Company, Inc., and possible revenue sources which might be tapped Chairman of NRF's Taxation Committee, as he engaged in an informal and without inflaming voters' anger. Increasing the candid exchange of views with members of the Committee. corporate income tax rate, limiting the deductibility of advertising expenses, and setting new luxury excise taxes on consumer electronics were three items given serious consideration prior to final congressional approval of the 1990 budget package. Each would have a direct negative impact on retailing. Yet, while 1991 was characterized by substantial public posturing over the need to address the deficit and the desire of some in 9 Congress to give middle class voters a tax break, none of the many measures introduced managed to gain approval. In the last days of the session, Congress approved a six-month extension of the targeted jobs tax credit to give employers of hard-to-place workers a tax credit of up to $2,400 for a first-year employee. The credit will expire June 30, 1992, but further extension will likely be considered in the second session. The Congress managed to have signed into law only one major piece of tax legislation - a bill to extend unemployment insurance benefits to jobless workers whose original benefits had already run out. Senate Assistant Minority Leader Alan K Simpson (R-WY) The effort to get this bill enacted was characteristic of discussed the politics of enacting tax and budget initiatives in the current political situation; President Bush rejected the 102nd Congress with members of the NRF Government and Legal Affairs Committee (GALA) at one of its monthly meetings. two measures before finally signing a third bill. The action took over six months to complete. The Outlook for 1992 As Congress adjourned for 1991, the outlook for the end of the recession was uncertain and President Bush's popularity was in a downward spiral because of failed leadership on domestic and economic issues. House Ways and Means Committee member Thus, the second session of the 102nd Congress is Rep. Marty Russo (D-IL) set forth the committee's likely to focus on a variety of tax and budget issues in agenda for the remainder an effort to pass an economic stimulus package. Both of the session at an NRF Gala Committee meeting. the Democrats who control the Congress and Republi- cans who generally have supported the President's economic program desperately need to show evidence of leadership before facing the electorate. In 1992, retailers are likely to see a repetition of last year's threats as the search for additional revenue sources to fund domestic programs and reduce the federal deficit continues. 10 INTERNATIONAL TRADE In 1986, trade ministers and representatives from 92 countries around the world met in Punta del Este, Uruguay, and agreed to begin a new four-year round of multilateral trade talks under the international treaty known as the General Senator Phil Gramm (R-TX), Agreement on Tariffs and Trade (GATT). Since that time, one of the Congress's chief advocates of preliminary meetings have been underway on a variety of free trade, discussed issues, including phasing out the Multi-Fiber Arrangement major trade objectives with members of the (MFA) which governs textile and apparel imports. Intensive Retail Industry Trade negotiations have taken place since the summer of 1990 and Action Coalition (RITAC) Executive Committee continued throughout 1991. at its July meeting. For retailers, the Uruguay Round presents a real opportunity to gain a freer textile and apparel trading regime. NRF and its trade arm, the Retail Industry Trade Action Coalition (RITAC), have played a pivotal role in the effort to phase out the MFA and assure a swift and successful completion of the Uruguay Round. RITAC has also actively worked for a successful negotiation of the North American Free Trade Agree- ment (NAFTA), which would provide retailers substan- tial new freedom in sourcing within Mexico. RITAC representatives have enjoyed unprecedented participa- FOUR SEASONS tion in the numerous Uruguay Round and NAFTA WASHINGTON, D.C. negotiating sessions and RITAC continues to encourage other retail companies to become more actively in- Deputy Under Secretary of State for Economic and Agricultural Affairs Michael Young addressed the RITAC Executive Committee as RITAC Chairman Leslie H. volved as cleared advisors to the talks. Wexner, Chairman of the Board and CEO, The Limited, Inc., listened intently. Retailing had several key, but hard-fought, legisla- tive victories in the area of international trade in 1991. The early months of the year were spent lobbying Ambassador Ronald Sorini, Deputy U.S. Trade Represen- members of Congress to grant President Bush "fast tative, discussed the Bush track" negotiating authority for implementing trade Administration's strategy for concluding the Uruguay Round agreements so critical to the successful conclusion and of GATT negotiations implementation of the Uruguay Round and the North with members of the RITAC Steering Committee. 11 American Free Trade Agreement. NRF, through RITAC, mounted a massive grassroots effort and organized the broadest possible coalition in support of the extension of fast track authority. Despite a major lobbying and publicity campaign in opposition to fast track extension carried out by organized labor and other protectionist allies, we were successful in gaining Congressional approval. Presi- dent Bush personally credited retailers as being vital to the success of the effort when he briefed participants at NRF's Washington Leadership Conference in May. Another issue which commanded RITAC's Rep. Tim Penny (D-MN), right, thanked retailers for their past support at a attention in 1991 was the extension of Most Favored fundraising breakfast RITAC hosted in his honor. House Ways and Means Nation (MFN) status for China, which met strong Committee Chairman Dan Rostenkowski (D-IL), center, made a guest appearance on Rep. Penny's behalf. RITAC Steering Committee Chairman James Hale, opposition in the Congress. Because of problems in Senior Vice President, General Counsel, Dayton Hudson Corporation, U.S. relations with China over human rights violations, introduced his fellow Minnesotan at the event. weapons proliferation and trade frictions, a number of bills were introduced in both the House and Senate which would attach rigorous conditions to extension of MFN. China is one of the top suppliers of footwear, textiles, apparel and toys to the United States. There- Senator Larry Craig (R-ID), fore, loss of MFN status would dramatically increase a key ally on trade legislation, spoke to the the cost of goods from China and would have a signifi- RITAC Steering Committee cant adverse impact on the price and availability of about trade issues at a monthly RITAC meeting in goods which retailers offer consumers. But many Washington. members of Congress view the extension of MFN status to China more as a political than a consumer issue. The House underscored the political nature of the issue when, in the closing hours of the last congressional session, they voted 409 to 21 to impose specific sanctions on Chinese trade with the U.S. This over- whelming vote was viewed as a signal to the Chinese that they must mend their ways before the Congress will be willing to extend China's unconditional MFN status. The issue is certain to resurface as the 1992 elections approach. 12 LABOR AND HUMAN RESOURCES Once again, workplace issues occupied priority attention as Democrats revealed their agenda for the 102nd Congress. Of the first five bills introduced in the new session, three were labor measures, signaling the leadership's intention to push Rep. Austin Murphy (D-PA), for significant gains in this legislative area. The civil rights Chairman of the House legislation, which President Bush had successfully vetoed in Labor Standards Subcom- mittee, was featured the 101st Congress, came roaring back to stoke the rhetorical speaker at the NRF fires over the issue of quotas. On the heels of civil rights the Committee on Employment Law's semi-annual now-perennial family and medical leave legislation was spring meeting. reintroduced, despite clear signals that the President would not sign a bill mandating family leave. The bill has been continuously modified in an effort to gain sufficient votes to preclude a successful veto. It will be a high priority issue in 1992. A new issue, the primary objective of organized labor, was striker replacement legislation which would deny employers the right to permanently replace striking workers during a walkout. Another solid labor issue gaining committee approval late in the session is a David Nexon, Majority Health Counsel to the Senate Labor and Human measure to require employers to notify employees when Resources Committee, discussed pending health care initiatives as they are being monitored in the workplace. And the NRF President Tracy Mullin and Charles Lotter, General Counsel, J.C. Penney Co., Inc, NRF GALA Committee Chairman, listened. debate over how to resolve the nation's health care crisis spawned a staggering number of bills ranging from national health insurance measures to 100% deductibility of health insurance premiums for small businesses. All the debate was not limited to Capitol Hill, however, as regulators at the Justice Department, the Equal Employment Opportunity Commission and the Architectural and Transportation Barriers Compliance NRF's Task Force on Health Care Reform Board attempted to formulate regulations which fairly held its initial meeting to examine pending legislation, discuss common implemented the legislative intent of the recently- ground and develop a set of principles enacted Americans With Disabilities Act. which will form the framework for the NRF's position on health care reform. Civil Rights Act The three-year struggle over legislation to overturn a series of Supreme Court decisions and make it easier for workers to sue for discrimination or harassment in the workplace came to a sudden end in October when the President, in a stunning reversal, stated he would 13 sign a compromise civil rights bill. The new law, which is still likely to encourage litigation, only partially addressed retailers' concerns by placing caps on previ- ously unlimited compensatory and punitive awards available to plaintiffs. Moreover, despite the Bush Administration's assertion that "this is not a quota bill," the language of the new law will likely force employers NRF Vice President Steve Pfister testified before both the Architectural to meet numerical quotas in an effort to avoid charges of and Transportation Barriers Compliance Board and the Justice Department to put forth retailing's concerns about vague language and overreaching discrimination. requirements of the newly-passed Americans With Disabilities Act. Americans With Disabilities Act Regulations With enactment of the ADA in August 1990, the real task became interpreting the bill's many unfamiliar or unclear terms in practical terms and fashioning Gordon Segal, President and CEO, Crate and Barrel, regulations to preserve the law's spirit without unneces- presented testimony before a Justice sarily burdening businesses attempting to comply with Department panel in the law. For retailing, the burden of meeting the bill's Chicago which pointed out requirements for employment and public accommoda- problems of complying with the Americans With tion is enormous. NRF took an active role, testifying Disabilities Act specific to retail stores. before the three relevant governmental agencies and presenting pragmatic recommendations for improving the regulations to allow retailers to successfully employ and accommodate the disabled. Upon release of the regulations, NRF offered compliance seminars in San Francisco, Dallas and John Wodatch, Director of the Washington, DC and developed a retail-specific compli- Office of Americans With Disabilities Act, U. S. Department ance manual which is currently available to members. of Justice, discussed his department's efforts to formulate Mandatory Employee Health Insurance broad and fair regulations and In an attempt to more positively impact the enforcement procedures at one of the NRF-sponsored seminars on longstanding debate on national health insurance, NRF the ADA. assembled a Task Force on Health Care Reform which held the first in a series of meetings in October to begin to formulate a set of principles which retailers could support in an effort to provide access to health care for all Americans. The group acknowledged that a serious health crisis exists and that the retail industry must be proactive in providing leadership on this critical issue on Capitol Hill and in all other appropriate forums. 14 CREDIT LEGISLATION Credit unexpectedly became a burning issue for retailers late in the legislative session when an unwitting remark by President Bush that he would "like to see credit card rates come down," prompted Senator Alfonse D'Amato (R-NY) to offer an amendment to the Senate banking bill capping credit card rates at four percent over the Treasury insufficiency rate. The move would have effectively made the top rate 14% at the time the amendment was offered. NRF immediately mounted a vigorous grassroots lobbying and media campaign, with unprecedented involvement by retail chief executive officers and strong support from NRF's member state and national retail associations. The effort was successful in preventing the rate cap amendment or any study which could automati- cally trigger a rate cap from being adopted. In earlier action on credit issues, Ralph E. Spurgin, President and Chief Executive Officer, Limited Credit Ralph E. Spurgin, President and CEO, Limited Credit Services, Services, Inc., testified in the House of Representatives Inc., testified on NRF's behalf before a House committee on legislation amending the Fair Credit Reporting Act. on behalf of NRF on legislation amending the Fair Credit Reporting Act which would place new costly and overreaching compliance obligations and impose civil liability on retailers who furnish customer payment information to credit bureaus. Calling the amendments unnecessary, Spurgin urged that they not be adopted. Also in June, Peter R. Fisher, Executive Vice President - Credit Merchandise Group, Sears, Roebuck Peter R. Fisher, Executive Vice President Credit and Co., testified for NRF before a Senate subcommit- Merchandise Group, Sears, tee on consumer bankruptcy. Fisher outlined the Roebuck and Co., presented testimony before a Senate significant recent increase in consumer bankruptcies subcommittee on consumer and its effect on retailers. He offered specific recom- bankruptcy, offering suggestions for positive reform of the mendations for reform of the Bankruptcy Code to target Bankruptcy Code. abusive bankruptcy filings and offered suggestions for procedural changes which would ensure that creditors have adequate information with which to act when a debtor files for bankruptcy. 15 In October NRF presented testimony on the Consumer Credit Reporting Act before a House subcommittee. Appearing on behalf of NRF, John V. Skinner, President and Chief Executive Officer, Jewelers Financial Services, Inc., a subsidiary of Zale Corporation, stated NRF's opposition to the measure, which would create substantial compliance obligations and impose major civil and administrative liability on credit grantors. Such action, Skinner asserted, would be an unnecessary and unwarranted departure from current longstanding policy, and should be rejected. NRF also submitted statements to the House Banking Committee on other credit matters, notably NRF expressed its opposition to changes in the Consumer Credit proposed changes in credit card disclosure require- Reporting Act which would adversely impact retailing in testimony ments, and to the Senate Banking Committee as part of delivered by John V. Skinner, President and CEO, Jewelers Financial Services, Inc., a subsidiary of Zale Corporation. its oversight hearings on the Fair Credit Reporting Act. 1992 is likely to see a refocusing on the issue of credit card interest rates, with Congressional hearings expected early in the year. In addition, efforts to amend the Fair Credit Reporting Act to require credit grantors to provide new disclosures could resurface. All in all, artives Portsmouth concern the second session promises to be very active on the Horr featured time the credit front. in television morning NELSON show BY PAUL Opinions / by Portsmouth year nation across in National retail credit sipped lelevision David I Morning" Harry Smith, some STAR Morning morning Retailers comments oppose concerning rate limits interest spending direct NEW retailers I nesses Honeybel, chases." bankers rates would The massive lobbying effort to defeat an amendment to cap credit card interest rates included substantial media contacts to mount grassroots support and action. 16 RETAILING AND THE ENVIRONMENT In response to growing public concern about environmen- tal issues, the NRF's Clean Environment Committee estab- lished a task force to develop a national policy on packaging and solid waste for the retail industry. The Task Force released its policy statement in late 1990, outlining five basic strategies for managing the solid waste "stream." They are: source reduction, reuse, recycling, composting and disposal. The policy statement is being used by NRF and its member companies and associations as a resource in developing an industry response to legislative propos- als at the federal and state levels. One such federal initiative, introduced in April, 1991, would establish an eleven person Products and Packaging Advisory Board, intended to recommend ways to develop and implement a voluntary program to: Keith Tice, National Director, Packaging and Labeling, Sears, Roebuck and minimize packaging in the waste stream; Co., urged the Federal Trade Commission to work with the states, business and environmental groups to develop clear environmental claims in reduce the consumption of scarce natural product labeling and advertising. Below, FTC Chairman Janet D. Steiger resources in packaging; asked questions after hearing Mr. Tice's statement. maximize the recycling and reuse of packaging; reduce litter; and assure that human health and the environment are not harmed as a result of the use and disposal of packaging and products. NRF, recognizing that such legislation limiting packaging material for commercial products, or requiring retailers to become recycling centers for waste oil, batteries, cans or other products will have a direct impact on retail operations, is closely monitoring congressional activity on the bill. In other activity, Keith Tice, National Director, Packaging and Labeling, Sears, Roebuck and Co., testified on behalf of NRF before the Bureau of Consumer Protection of the Federal Trade Commission on whether additional guidance to the public is needed 17 on environmental advertising and labeling and what format and scope any additional guidance should take. He urged the FTC to work with the states, industry and environmental organizations to develop one set of clear guidelines establishing definitions for environmental marketing claims to be used in the labeling, packaging and promotion of products on the basis of environmen- tal attributes. Finally, the NRF Clean Environment Committee met at NRF's Washington office in November to discuss current federal and state legislative and regulatory activity. The Committee also heard from invited speakers Stephen Gold of Citizens for the Presenting a variety of viewpoints Environment, Daniel Weiss of the Sierra Club's on recent environmental activity to the NRF Clean Environment Environmental Quality Program, and Rick Swigart of Committee at its November meeting the Council for Solid Waste Solutions. were, top to bottom, Stephen Gold, Citizens for the Environment, Rick Swigart, Council for Solid Waste Solutions and Daniel Weiss of the Sierra Club's Environmental Quality Programs. 18 PRIVACY ISSUES Telemarketing Fraud Legislation not enacted in the last Congress resurfaced in the 102nd Congress which would subject many legitimate telephone business transactions to additional, unnecessary requirements and costs. Retailers have opposed such measures which allow state attorneys general and private parties to bring telemarketing action claims in federal courts. NRF conveyed its major concerns in testimony before the House Transportation and Hazardous Materials Subcommittee in May. Also, in conjunction with other business groups, NRF established the Alliance for Proper Telemarketing, a broad-based business coalition, to lobby in opposition to the legislation and to seek modifications in the bill. Legislation to Limit Telephone Solicitation Wearing a mantle of protecting consumers' rights, legislation has been introduced to make it unlawful for any person to make a "telephone solicitation" to any telephone subscriber without first consulting govern- NRF Vice President and General Counsel ment-mandated nationwide lists of persons who object Michael Altier testified before the House to receiving such calls. A subsequent version of the Transportation and Hazardous Materials Subcommittee in opposition to legislation legislation would require prior express consent of a which would severely restrict party before such calls could be made. telephone business solicitations. NRF has actively and vigorously opposed such legislation which, while intending to prevent nuisance calls, would unnecessarily restrict and impede the normal, natural and necessary business transactions between retailers and the consumer. As part of NRF's efforts, significant modifications were incorporated into the Congressionally-approved measure. In addition, legislation was introduced which would prohibit virtually all use of automatic dialing equipment with a prerecorded message to residential customers without prior consent of the called party. An amended version of this legislation was approved and sent to the President prior to adjournment. 19 NRF CONGRESSIONAL RECEPTION The NRF Government and Public Affairs Division welcomed nearly 50 members of the House and Senate as well as almost 200 NRF members, Capitol Hill staff members and other friends to a "Welcome Back" reception February 20. The Rep. David Nagle evening provided an opportunity for members and staff to (D-IA), right, bid visit NRF's new offices, visit with retail constituents from farewell to his longtime friend home districts and say goodbye to retiring NRF Vice President and retiring NRF Lee Williams. No Washington reception is complete without a Vice President Lee Williams. modicum of political or legislative business, however, and Congressional members and staff were questioned about the year's legislative agenda. NRF members got down to serious business the following morning when the Government and Legal Raymond Messina, Attorney, J.C. Penney Company, Inc., with second-term Arkansas Democratic Senator Congresswoman Susan Molinari (R-NY). Dale Bumpers praised NRF's Lee Williams for his long years of service to government and to retailing. RITAC International Counsel William Kay Daines, right, greeted fellow Utah native and freshman Democratic Congressman William Orton. Barry Thomson, Senior Vice President, Administration, Woolworth Corporation, greeted a Republican member of the New York delegation, Rep. Bill Green. 20 Affairs Committee, the Federation's primary policy making body on legislative and regulatory issues, held Rep. Lee Hamilton (D-IN), its first meeting during the new Congress. Rep. Lee member of the House Foreign Affairs Committee, Hamilton (D-IN), member of the House Foreign briefed members of NRF's Affairs Committee, gave GALA members a frank GALA Committee on the Persian Gulf Conflict. inside look at the Persian Gulf conflict, which was underway at the time. Rep. Hamilton, Vice Chair of the Joint Economic Committee, also addressed timely economic issues. Rep. Philip M. Crane (R-IL) greeted Kelly McNamara, Vice President and Director, Federal Governmental Affairs, Dean Witter Financial Services Group. Senator Christopher Bond (R-MO), left, was welcomed by Frank Williams, Vice President, Government and Employee Relations, of the St. Louis-based May Department Stores Company. Rep. Austin Murphy (D-PA), left, discussed local affairs with Tom Weyant, President, Pennsylvania Retailers Association. NRF Vice President Steve Pfister and Vermont's Republican Senator James Jeffords discussed recent events in the Senate Labor Committee while enjoying the evening. 21 Independent Stores The Independent Stores component of NRF's membership comprises thousands of retail members, a key element of the NRF grassroots network. The vitality of this segment of the retail community is important to the health of the nation and serves as the barometer of its economic condition. The Independent Stores Board of Directors met three times in 1991, in conjunction with the Annual NRF President Jack Schultz joined members of the Independent Stores Board of Directors when it met in May in Convention and the Washington Leadership Confer- conjunction with the Washington Leadership Conference. ence in May and again in NRF's Washington office in October. Prior to the May board meeting a dinner for the Independent Stores Board was held to provide an Independent Stores informal opportunity to exchange information. At the Board members enjoyed an informal October meeting, Senator Dale Bumpers (D-AR), opportunity to discuss Chairman of the Senate Small Business Committee, mutual concerns and developments at dinner joined members for an informal discussion of eco- in Washington in May. nomic issues. NRF was invited to participate in a small business trade mission to EC '92, sponsored by the Department John Young, President, of Commerce and the Small Business Administration. Gingles Department Store, Daryl Routzahn, President, Routzahn's, and Vice introduced Senator Dale Bumpers (D-AR) at the Chairman of the Independent Stores Board, partici- October meeting of the pated as NRF's representative in the four-day fact- Independent Stores Board. finding mission to Brussels. Mr. Routzahn reported his findings at the October meeting of the Board. Finally, in 1991 NRF sponsored programs on David Horr, Chairman, Treasurer and CFO, Marting's Department Stores, left, was Fundamentals of Merchandising and Advanced congratulated by Kenneth A. Macke, Merchandising, geared specifically to independent Chairman and CEO, Dayton Hudson Corporation, upon receiving the NRF stores. In addition, a full day of program sessions at Independent Retailer of the Year Award the January Convention was devoted to this audience, in January. dealing with such topics as attracting more shoppers, gross margin improvement, recruiting and retaining employees, strategic business planning, and other subjects. 22 State and National Retail Associations ANNUAL CONFERENCE OF STATE AND NATIONAL RETAIL ASSOCIATION EXECUTIVES Newport, Rhode Island, was the scenic location for the 1991 Annual Conference of State and National Retail Association Executives, September 23-26. Over 120 corporate and association executives and spouses attended the many sessions devoted to association management topics, panel discussions on issues impacting retailers which are currently being debated at the federal and state legislatures, analysis of political trends and specific political races, industry trends and other timely topics. The Conference highlight was a Keynote Address by Bernard F. Brennan, Chairman, President and CEO Bernard F. Brennan, Chairman, President and CEO, Montgomery Ward & of Montgomery Ward and Co. Mr. Brennan discussed Nationally-known political Co., Inc., presented the keynote analyst Charles Cook, author of the recent strategy which transformed Montgomery address at the Conference. The Cook Report, analyzed Ward from a bureaucratic mass merchandising com- political races and trends. pany to a profitable specialty retail merchant. The group was also addressed by Rhode Island Attorney General James E. O'Neil, by Commander William Nelson of the U.S. Naval War College and other nationally-known speakers. Washington lawyer G. John Tysse alerted attendees to the many pitfalls facing retailers in interpreting the requirements of the Americans With Disabilities Act. 23 Noted futurist Jeffrey Hallett challenged conference participants to rethink organizational structures which will change in the coming decade. Noted futurist Jeffrey Hallett, principal and co- founder of the firm PresentFutures, gave conference participants a sense of how organizations, including retail corporations, will change within the decade of the 90's, and discussed the policy implications of the State and National Retail Association Executives, corporate anticipated changes. Implications of current and future retail executives and NRF legislative and regulatory activities were examined Government and Public Affairs Division staff members presented a when representatives from state and national associa- series of panel discussions on tions and retail companies joined NRF staff to discuss federal and state intitiatives in international trade, health care federal and state initiatives in the areas of international access and environment. trade, environment and health care. This year's conference featured a charity casino night at which attendees played to win exciting prizes donated by NRF member retail companies. The premier event benefited the Guillain-Barre' Syndrome Foundation International and the Warren, RI, Rotary Club, whose members acted as guest croupiers. The lively and enjoyable evening netted over $3,000 for charity. NRF President Tracy Mullin presented retiring Virginia Retail Merchants Association President Sumpter Priddy with a check to benefit the Guillain-Barre' Syndrome Foundation International at the conclusion of a charity casino night. 24 OTHER STATE AND NATIONAL ASSOCIATION ACTIVITIES NRF's state retail association members, in addition to fulfilling their primary charge of protecting the legislative interests of retailers at the 50 state capitols, devoted considerable time and effort in 1991, along with the NRF member national associations, to retailing's interests at the federal level. A number of grassroots campaigns were mounted, notably on fast track negotiating authority for the Fellow State Retail Association Executives honored Sumpter Priddy, President and renewal of MFN status for China in the area of retiring president, Virginia Retail Merchants Association, with a dinner prior to his receiving the NRF Silver Plaque at the Annual Convention. international trade, civil rights and striker replacement legislation in the area of employee legislation, and in the defeat of a measure to cap credit card interest rates. The strength and commitment of the industry's grassroots, realized in its association members, is a key reason for the Federation's high regard among Administration officials and members of Congress. In non-legislative activities, the Virginia Retail Merchants Association's retiring president, Sumpter Priddy, was honored at the January convention with State and National Retail Association Executives and corporate retail executives met in Washington in March to discuss the NRF Silver Plaque, awarded each year to two strengthening the NRF-association member relationship. industry executives for outstanding service to retail- ing. A number of fellow state association executives joined the NRF Washington staff in honoring him at a dinner at the Russian Tea Room the evening before the presentation. An ad hoc group of 20 state and national associa- tion executives and executives from major retail companies met in Washington in March to continue work on strengthening the NRF-association member relationship through greater cooperative effort. Finally, at September's Annual Conference in Newly-elected officers of the Newport, state association executives voted to form a National Association of State Retail Association Executives new professional association, the National Association are, left to right, Bill Kundrat of State Retail Association Executives. The group will (Florida), David Vite (Illinois), Chris Kindsvatter (Michigan) work closely with NRF staff to share expertise in and David Dank (Oklahoma). association management and legislative matters. David Vite (Illinois) was elected President, David Dank (Oklahoma) was named Vice President, Bill Kundrat (Florida) was elected '92 Conference Chairman and Chris Kindsvatter (Michigan) was named Secretary/ Treasurer. 25 Business Services: Conferences, Exhibitions and Publications The 1991 calendar year was a busy and productive one for the Retail Services Division. Many member programs, surveys, publications and cost-saving benefits were devel- oped to enhance productivity. CONVENTIONS AND MEETINGS Retailing's most important Annual Convention and Exposition was followed by 66 Board and Com- mittee Meetings, more than 100 Business Advisory Meetings with smaller and independent retailers, and 21 Conferences and Exhibitions, many of which are described below: Management Conferences Financial Executives. Focus was on general management as well as financial issues recognizing that today's CFO is a critical partner in the strategic planning and management process. An Exhibition was part of this conference. Retail executives in session at an NRF conference enjoyed the opportunities to catch up on the latest Business Outlook. This new conference helped business techniques and changes. retailers focus and refine their strategic and financial plans for the critically important fall season. Credit Management. Senior credit executives and experts explored significant industry changes, including outsourcing, credit and privacy legislation 26 and productivity issues. An extensive Exhibition was part of this conference. Customer Service. This critical industry confer- ence explored changing customer values, the resulting new selling strategies, corporate culture-building, and effective service programs for diverse retail channels and their respective needs. Vendor workshops accom- panied the conference. Marketing/Merchandising Conferences Fundamentals of Merchandising/Advanced Technology even enhanced NRF conferences where, Merchandising. NRF conducts this on-going series through advanced projection systems and TV monitoring, speakers demonstrated computer during key market weeks to help owners, managers technology at work; 3-D store planning via CAD; and buyers to merchandise, manage and time their advertising design, layout, and retouching. inventories to minimized markdowns and maximize profits for their stores. Principles of Retailing. This comprehensive overview of how a retailing firm operates offered a brush-up for retailing executives and an introduction for executives working in consultancy roles with the retailing industry. Credit Marketing. Attendees focused on enhanc- ing customer utilization of credit cards including offering retailers extensive new options for customer service, database marketing and profitability. An Exhibition was part of this conference. Associate and retail members had the Visual Merchandising. Two conferences opportunity to meet, network, and learn together at addressed the marketing contributions, customer- the booth of an NRF business exhibitor. driven needs and service approaches today's visual merchandisers must understand and implement to close the sale at point of purchase. Technology Conferences RisCON. Retailing's leading forum for technol- ogy. A conference on the systems, services, communi- cations, hardware, software and requisite management techniques which will provide competitive advantage, in fact, survival, to retailers as they approach the 21st 27 Century. This conference was accompanied by NRF's second largest Exhibition, acknowledged as the best on retailing technology. In-Store Systems (POS). This conference focused on technological nerve centers that integrate point-of-sale activities, back room functions and customer service - all to improve the retailer's sales and operating productivity. Special Subject Conferences Credit Collections. This conference covered NRF covered the world to expose members to practical, timely information on managing all phases of the latest services, systems, technologies today's credit collection function from bankruptcy and equipment which can help improve their bottom-line performance. procedures to consumer rights; from technology to recession collection strategies. Loss Prevention. Conference attendees shared in-depth coverage of systems, methods, procedures, technology and training techniques to reduce inventory shortage, theft and fraud. An extensive Exhibition accompanied this conference. Logistics. Attendees learned to streamline operations, to apply quick response and EDI to RISCON91 m TECHNOLOGY IN distribution, as well as to execute transportation DIF NATIONAL strategies. An Exhibition accompanied this STOP FERENA conference. de VS PURICU Quick Response. Two seminars explored the merc what and why of QR along with its potential applica- CONP time tions to your business. to new york the bottom line!" december LOSS Internal Audit. This comprehensive retail PREVENTION auditing conference incorporated both basic and CONFERENCE advanced and EDP auditing, plus an audit management track to identify areas of cost reduction and strengthen In 1991, thousands of retailing executives attended the 21 conferences, covering a broad internal control. range of business functions, produced by NRF's staff of retailing professionals. 28 COST-SAVING BENEFITS VIA MEMBERSHIP SpecNet This spectacular new program can offer NRF members up to 30 percent cost reduction on their annual voice-communication expenses. NaBANCO Credit card processing and authorization of MasterCard and Visa at special reduced NRF member rates. Dodson's Worker's Compensation Program Newly negotiated group dividend returned 10 percent to participating 1991 members. Check Authorization This low-cost check authorization program continues to offer NRF members a preferred starting rate and reduced start-up costs. 29 STUDIES AND PUBLICATIONS Studies Barcoding Study Vendor Partnership Survey Specialty Store Turnover Survey STORES Internal Audit Departmental Operations Survey STORES The smart new format and Quick Response Survey expanded business content of STORES Loss Prevention Survey magazine has continued to 100 Leading Department Stores JOSEPHLE garner industry ANTONINI recognition. More 100 Leading Specialty Stores important, the new format has generated high levels Publications of advertiser awareness and interest in a tough STORES was enhanced by a newly formatted advertising climate. layout and with new features that focus on key retail executives and concepts in retailing. These changes have been well received by readers as well as the Decisive Tools for Decision Makers New MOR and FOR-1991 Editions advertisers who provide important support to the NRF. A publishing industry trend of declining advertising 1991 EDITION 1991 EDITION revenue began to turn in 1991 and STORES' January \ Operating Operating 1992 issue will close NRF's '91 fiscal year with a Results Results OF RETAIL STORES record breaking number of paid advertisers. 1990 RETAIL STORES Division ********** Sivision Merchandising and Operating Results - published annually Order Today, Don't Delay Financial and Operating Results - National Retail Federation published annually NRF published numerous documents that provide Retail Control - published monthly important industry benchmarks, standards and guidelines. Members provide the data vital to Retail Sales Outlook - published quarterly production of quality materials, then benefit from the valuable reference data and business tools that for NRF result. The annual MOR-FOR publications are a good Retail Technology 1992 - Directory example. Sales Release Calendar (4-5-4) Color/Size Standards - Directory 30 NRF Advisory Boards and Committees Advisory Boards and Committees, staffed by volunteer direction; that lends credibility and substance to NRF; that member executives, are the driving force of the Federation. sets the direction for all NRF functions. These Boards and It is this group of executives that provides advice and Committees, including presiding chairpeople, include: Accounting Principles Government & Legal Operations Loss Prevention Specialty James Freeman Affairs GALA Wayne Hussey Chain Vice President and Chief Charles R. Lotter, Esq. Senior Vice President, Peter Dimas Financial Officer Sr. V.P., Secty. & General Operations and Store Planning Manager of Loss Prevention Dillards Counsel Goudchaux/Maison Blanche Chess King J.C. Penney Co., Inc. Personnel Clean Environment Personnel Specialty Chain Information Systems Phil Johnson S. William Manteria Wilfred Ray Associate General Counsel & Allen Williams Senior Vice President, Vice President, Personnel Director of Environmental Vice President, Information Human Resources U.S. Specialty Retailing Management Systems Saks Fifth Avenue Woolworth Corp. Belk Stores Services, Inc. Real Estate Specialty Chain Postal and Transportation Barrie Wood Internal Audit Peter J. Brock Vice President, Real Estate Credit Management Robert Rito Director of Transportation Merry-Go-Round Entreprises, John Skinner Director of Internal Audit J.C. Penney Company, Inc. Inc. President and Chief Executive Kmart Corporation Officer Sales Promotion/Marketing SpecNet Jeweler's Financial Services, Inc. International Board of Timothy Worcester Chair: January '92 election (Zale Corp.) Directors Senior Vice President, Andre' de Botton Store Planning, Design and Credit Management Legislative Sales Promotion/Marketing Chief Executive Officer Visual Merchandising Steering Cte. Lazarus MESBLA S/A Donald Docken, Co-Chair Ralph E. Spurgin Rio de Janiero State Retail Associations Senior Vice President, President and CEO David Vite Merchandise Presentation Limited Credit Services, Inc. International Trade President Montgomery Ward & Co., Inc. RITAC Executive Cte. Employee Benefits Illinois Retail Merchants Assn. Leslie H. Wexner Wayne Visbeen, Co-Chair Fred Hamacher Chairman and CEO Director of Advertising, Store Vice President, Compensation The Limited, Inc. and Benefits Specialty Chain Design and Visual Merchandising Dayton Hudson Corporation International Trade Executive Committees Gantos RITAC Steering Cte. Employment Law James T. Hale, Esq. Specialty Chain CEOs Taxation Joseph F. Vella Senior VP, General Counsel Donald G. Fisher Frank D. Gunter Vice President Employee Dayton Hudson Corporation Chairman and CEO Vice President, Taxes Relations and Selling Serv. The Gap May Department Stores Co., Inc. Federated Dept. Stores, Inc./ Lawyers Cte. Allied Stores Corp. Michael R. Moran, Esq. Advertising Specialty Chain Traffic VP, Sec. and General Counsel Bert Briskin, Co-Chair Richard Silverberg Financial Executives Spiegel, Inc. Executive Vice President Director of Transportation Joseph McEvoy Store Planning and Real Estate Saks Fifth Avenue Loss Prevention Brooks Fashions Food Services James W. Lee David E. Leathers Vice President, Loss Divisional Food Manager Prevention Shortage Control The Boston Store Marshall's 31 Specialty Chain Executive Groups In 1991, NRF continued its services to specialty store chains, conducting two major benchmark studies that should provide valuable information to the nation's specialty chains. The first, a wage and salary survey of specialty chains, documents the average pay, wage increases, and incentive plans for such positions as district manager, store manager, assistant manager, full-time and part-time sales associates. This study was released in 1991. The second, a study of the turnover rates of store management and personnel, includes such information as reasons for leaving, and is expected to be widely used by specialty retailers. It will be released in early 1992. The Specialty Chain Executive Groups continue to be structured in a manner which addresses key issue areas: Chief Executive Officers Personnel Real Estate Loss Prevention Sales Promotion - Marketing 32 International Members NRF continues its commitment to serve its international members at a time when trade and physical boundaries are tumbling in all areas of the globe. With the advent of the free trade agreement with Canada in 1991, and the anticipation of EC '92, NRF seeks to develop programs that will bring together retailers from all over the world to share their common problems and opportunities. At the January 1992 Annual Convention, NRF planned three days of sessions, called an Executive Symposium for International Retailers, to examine critical issues that will reshape retailing in the 1990s. Financial Information BUDGETED REVENUE FISCAL YEAR END 2/92 Total $13,252,000 Membership Dues - 29.2% Annual Convention & Exposition - 21.7% Other 3.7% Special Projects - 1.4% Educational Programs & Exhibits ⑉ 23.4% Publications - 3.9% STORES Magazine - 16.7% BUDGETED EXPENSES FISCAL YEAR END 2/92 TOTAL $13,250,000 Educational Programs & Exhibits - 9.4% Annual Convention & Exposition - 6.8% STORES Magazine - 13.8% Publications - 3.0% Government & Public Affairs - 19.2% Special Projects - 2.3% Retail Services - 45.5%* * Indirect expenses supporting all services to members: education; membership development; information; research; exhibitions; and staff support functions, e.g.finance, fulfillment, etc. John M. Hancock * Kenneth A. Macke * Charles H. Reynolds, Jr. Andrew J. Soffel CEO Chairman and CEO Chairman President & CEO W.H. Smith Group Inc. Dayton Hudson Corporation Reynolds Brothers, Inc. Crowley, Milner & Company * Philip M. Hawley Richard H. Madsen William V. Roberti Martin L. Stein Chairman & CEO President & CEO President & CEO President Carter Hawley Hale Stores ZCMI Brooks Brothers The Melart Jewelers, Inc. * Thomas A. Hays Frank H. Maier, Jr. * Leo M. Rodgers, Jr. Leonard H. Straus President President President, Balliet's, Inc. Chairman of the Board The May Department Stores Maier & Berkele Walter J. Salmon Thrifty Corporation Leonard Herring Robert Mancuso Stanley Roth, Sr. Michael D. Sullivan President & CEO Chairman Professor of Retailing President & CEO Lowe's Companies Pergament Home Centers Harvard Business School Merry-Go-Round Enterprises, Inc. Fred M. Horne Kenneth E. Mansfield C. George Scala President President, G. H. Bass Retail Chairman and CEO Robert J. Tarr, Jr. Horne's, Inc. G.H. Bass & Company Lechmere, Inc. President & CEO The Neiman Marcus Group, David R. Huhn * Arthur Martinez Gordon I. Segal Inc. Chairman and CEO Vice Chairman President & CEO Merchantile Stores Saks Fifth Avenue Crate & Barrel George W. Townson Company, Inc. Chairman, President & CEO Bertrand Maus Donald V. Seibert Frederick's of Hollywood Emery L. Jahnke Chairman of the Supervisory Former Chairman of the Board President & CEO Board J.C. Penney Company, Inc. David Vite Vanity Shop of Au Printemps, S.A. President Grand Forks, Inc. * Boake A. Sells Illinois Retail Merchants Assn. Gilbert G. McCurdy Chairman and CEO Wilbur Stone Jones, Jr. Chairman of the Board & CEO Revco, D.S., Inc. William E. Watts President McCurdy & Company, Inc. President & CEO Stone & Thomas * Harold E. Sells General Nutrition Corporation * Richard D. McRae Chairman and CEO L. Daniel Jorndt Chairman, McRae's, Inc. Woolworth Corporation Leslie H. Wexner President & Chief Oper. Chairman and CEO Officer Peter L. Metcalf M. Arthur Shafer The Limited, Inc. Walgreen Company President President, Nobbson Creative Cooking, Inc. * Marjory Williams Merwin Kaminstein Richard Sharpe President Chairman, President & CEO Georges Meyer Chairman She, Inc. Brookstone Company, Inc. Chairman and CEO Sears Canada, Inc. Galeries Lafayette Ms. Margaret S. Wilson Gertrude S. Kisber * John J. Shea Chairman & CEO Chairman Michael Moorman Vice Chairman, President and Scarbroughs Kisber's Department Store, Chairman and CEO CEO Inc. Peebles, Inc. Spiegel, Inc. Keiichi Yasuda Chairman and CEO James L. Kittle Donald C. Onasch * Earl L. Sherlock Ohgiya Jusco., Ltd. Chairman and CEO President President Kittle's, Inc. Liberty House Chappell's Arnold B. Zetcher President & CEO James Knabe * Harwell W. Proffitt Richard D. Siegel Talbots President & CEO Chairman of the Executive President Brooks Fashions, Inc. Committee Dunkirk Shoes, Inc. * Ronald L. Ziegler Proffitt's Inc. President Daniel S.C. Koo Ikard Smith Natl. Assn. of Chain Drug Chairman Allen I. Questrom Chairman of the Board & Stores The Shui Hing Co., Ltd. Chairman and CEO Director Federated Stores, Inc. McClurkan's, Inc. * John F. Luchsinger Vice President Brian E. Quinn Leonard M. Snyder Swezey's Department Stores Chairman and Chief Executive Chairman of the Board & CEO Coles Myer Ltd. Lamonts Apparel, Inc. Richard M. Lynn * Executive Committee Chairman, CEO * Barbara J. Rackes S.H. Heironimus Co., Inc. President Rackes, Inc. 1991 OFFICERS AND BOARD OF DIRECTORS Chairman of the Board First Vice Chairman of the Board Second Vice Chairman of the Board * William R. Howell * Joseph E. Antonini * Bernard F. Brennan Chairman of the Board and CEO Chairman, President and CEO Chairman, President and CEO J.C. Penney Company, Inc. Kmart Corporation Montgomery Ward & Company, Inc. Third Vice Chairman of the Board Chairman of the Finance Committee Secretary * David A. Horr * Francis R. Strawbridge, III * Phillip T. Davidson Chairman, Treasurer and CFO Chairman of the Board Co-Chairman & Co-CEO Marting's Department Store Strawbridge & Clothier D&L Venture Corp. Executive Director and President - President - Government and Retail Services Division Public Affairs Division * John J. Schultz * Tracy Mullin National Retail Federation Inc. National Retail Federation Inc. New York, NY Washington, DC Robert B. Adam Wayland H. Cato, Jr. Noel Davidson * Edward S. Finkelstein Chairman of the Board & CEO Chairman and President Group President Chairman & CEO Adam Meldrum & Anderson The Cato Corporation Women's Specialty Retailing R.H. Macy & Co., Inc. Marvin Aronowitz William R. Chaney * A. F. Dawahare Donald G. Fisher Director Chairman of the Board & CEO President Chairman and CEO Oshman's Sporting Goods, Inc. Tiffany & Company Dawahare's Inc. The Gap, Inc. Arnold H. Aronson * Richard F. Clayton * Andre De Botton Joseph A. Flannery Chairman & CEO Chairman and CEO CEO, Mesbla, S.A. President Woodward & Lothrop/John STOR Furnishings International Weaver's, Inc. Wanamaker Theodore Deikel * A.J. Cohen, Jr. Chairman and CEO * J. Russell Fowler Thomas J. Bata, Sr. President Fingerhut Companies, Inc. Chairman of the Board & CEO Chairman, Bata Limited Lady Jane, Inc. Jacobson Stores, Inc. William Dillard * H. James Baum Piergiorgio Coin Chairman of the Board & CEO Stephen J. Furst President, Baum's Inc. Chairman and CEO Dillard Department Stores, Inc. President Coin S.P.A. Hess's Department Stores, Inc. Robert M. Beall, II George R. Eaton President Frank M. Cole President Stanley Goldstein Beall's Department Stores, Inc. Partner T. Eaton Company Ltd. CEO John M. Belk Cole Department Store Melville Corporation Julian I. Edison Chairman Douglas H. Collister Chairman of the Exec. Cmte. A. Dan Gordman Belk Stores Services, Inc. President Edison Brothers Stores, Inc. CEO and Chairman Kistler-Collister & Co., Inc. Rudolf E. Bitterli Richman Gordman Stores, Inc. William R. Embry, Jr. Chairman and CEO Daniel D. Condon President * William Thomas Gould The Globe Stores President Embry's President & CEO Gerald H. Blum James E. Condon & Sons, Inc. Younker's, Inc. John H. Epple President Robert J. Corliss President Gerald Gura Gottschalk, Inc. President & CEO University Bookstore President & CEO June Gingles Brown Herman's Sporting Goods, Inc. CWT Specialty Stores Jack Eugster Chairman of the Board * Laurence E. Cudmore Chairman, President & CEO Max Gutmann Gingles Department Store President The Musicland Group Chairman of the Board * Lorenzo T. Carlisle, III Retail Merchandise Group The Elder-Beerman Stores Corp. Sears, Roebuck and Co. John Fairley Chairman, President & CEO President & CEO John P. Hacala Carlisle Retailers, Inc. E.L. Nichols Store President & CEO Spencer Gifts Inc. NATIONAL Retail FEDERATION Government and Retail Services Division Public Affairs Division 100 West 31st Street 701 Pennsylvania Avenue, NW New York, New York 10001 Suite 710 212/244-8780 Washington, DC 20004 202/783-7971 JANUARY 1992