Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
NASCAR accelerates Office Depot
January 31, 2007
Office Depot extends NASCAR partnership | www.retailingtoday.com
Office Supplies and Racing?
What does NASCAR bring to the party"
What else makes Office Depot tick profitably?
Private Label, It doesn't stop at the Opening Price Points!
January 31, 2007
A peek at private label consumer electronics trends | www.edn.com
Market shares of Private Label have been changing.
Why has it been principally at Opening Price Points?
Why it may creep into higher price positionings?
Asda plugs into online electrics
January 31, 2007
WalMart's Asda launches online electricals store | www.marketingweek.co.uk
How does the UK market differ from the US model?
Why is this a good move?
Will they succeed?
January 31, 2007
Lowe's plans Mexico expansion | www.businessweek.com
Is Mexico a good international move for Lowes?
What makes this early entry plan look good?
Are they going global?
They've Won the Battle, Now comes the War.
January 31, 2007
Harbinger to buy Applica for $87.6M | southflorida.bizjournals.com
Did Harbinger overpay for Applica?
How will they improve Applica's performance?
Is Salton their next piece of the puzzle?
December 29, 2006
Mall traffic 'moderate' after holiday | www.usatoday.com
Whose Inventory is it?
2006 YTD Winners likely to be OK.
What could have been done better?
After the Holiday Sales, Online is still active!
December 29, 2006
Online To Outpace Overall Holiday Sales Growth Fourfold | www.informationweek.com
Twenty four hour shopping = satisfaction.
Gift Cards aren't just for bricks & mortar?
This is not a fluke.
Private label has its place amongst value propositions
December 29, 2006
Store-Brand Products Become More Popular with Shoppers | www.ddimagazine.com
Who buys private label products?
Will they continue to prosper?
How do they fit into a marketing mix?
The Battle for Applica: What Next?
December 28, 2006
NACCO Industries, Inc. Commences Cash Tender Offer For Applica Common Shares | www.marketwatch.com
Nacco versus Harbinger - the ongoing battle heats up!
What is at stake and who is impacted?
Who will benefit when the battles over?
Look, over there... It's an elephant!
November 28, 2006
WalMart - When US is Gloomy Seek Global Growth | www.forbes.com
With its US base business flat, should WalMart look outward or inward?
WalMart might want some Ritalin, it is clearly distracted.
India is great prize, but this cultural challenge may be too much.
Electronics still a Best Buy but maybe at Wal-Mart
November 21, 2006
Best Buy, Wal-Mart post Black Friday ads early | blogs.marketwatch.com
Electronics category still drives major foot traffic.
Finding consumers through different media will be critical.
Wal-Mart needs to challenge Category Killers in Electronics to win big.
Electronics = Vibrant Category = More Foot Traffic
November 16, 2006
Home Depot wades into consumer electronics arena | www.retailingtoday.com
Its all about getting more people into the stores!
Its all about one-stop renovation solutions!
Its all about a hot category!
Pricemart's Continued Improvement
November 15, 2006
Pricemart Continues to Improve under Laparte's Leadership | biz.yahoo.com
Closing unprofitable operations has helped
Merchandising Focus is a Key
Strong management team who have responded.
NACCO, Salton and the demise of the Applica Deal
October 24, 2006
Salton jumps after holder suggests Applica deal | today.reuters.com
Was the NACCO/Hamilton Beach bid on Applica really too low?
Why is Harbinger looking to rescue Salton as well?
What's in it for Salton to get in bed with Applica?
Wal-Mart will succeed in China
October 23, 2006
Wal-Mart Makes Big Buy in China | www.thestreet.com
China is currently on the world's two big prizes in terms of retail development and demographics, the other is India.
Wal-Mart has strong supply line relationships, but a lot to overcome, especially in cracking grocery in this market.
They will not be alone, Trust-Mart knows the market, WM have other little helpers as well.
Some Online Holiday Sales Growth Should Outpace Bricks & Mortar
October 20, 2006
Jupiter predicts $32B in online holiday sales | www.retailingtoday.com
The 6% Jupiter estimate certainly seems reasonable.
Strong specialty retail is a good harbinger.
Online shopping continues to get easier.
Don't bring the tree ornaments out just yet!
September 27, 2006
Retailers see strong sales for holidays | select.nytimes.com
Mixed retail numbers for June-August don't provide comfort.
Lower gas is really not lower... in comparison to what?
YTD is a good barometer for the 4th Qtr.
Its about generating & retaining foot traffic!
September 26, 2006
Wal-Mart Stores offers $4 generic drugs in Florida | ca.today.reuters.com
With gas prices up, average store visits are down.
A few $ here and there add up.
Who stands to win/lose?
Saks heads "South of the Border"
September 20, 2006
Saks to enter Mexico | www.retailingtoday.com
US retailers continue to seek out new geographies for growth.
Mexico already has two excellent high end Department Stores, can Saks succeed?
Is Sanborns the right partner?
Newell Says Good-Bye to Little Tikes
September 20, 2006
Newell Rubbermaid to sell Little Tikes | www.retailingtoday.com
Newell's program of focusing on core business segments continues.
Reputation at Newell is they stretch managers to the edge.
Financial performance getting better.
Toyota's California Plant Exit Makes Sense
September 17, 2009
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
California's Impact on the Las Vegas Strip, City Center & the port of LA
September 8, 2009
Toyota Will Feel The Heat Of California Lawmakers In NUMMI Plant Closing
September 1, 2009
US Hotel Industry Recession Enters New Rate Erosion Phase
September 1, 2009