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October 20, 2008Its Not Business as Usual at Wal-Mart (WAL)
Analysis of: In early holiday push, Wal-Mart cutting toy prices | www.reuters.com
Author: Nicholas White, President, White & Co
Wal-Mart's early sale tactics could mean big loses for competitors, here is why.
October 20, 2008Will Tiffany (TIF) Disappont?
Analysis of: Tiffany shares rise as S&P raises stock rating | www.forbes.com
Author: Nicholas White, President, White & Co
Tiffany has defied current trends for luxury retailers, but the forces of weakening global economy and a deteriorating US market maybe catching up with the venerable Fifth Avenue retailer. Here's why
October 6, 2008New Zale (zlc) Management May Have Misjudged the Consumer
Analysis of: Zale making changes to business, analyst says | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Zale's new management team may have misjudged buyers motivations when building this years profit plan. Now, with the consequences of the $700 billion bailout legislation just being understood, the error is likely only to get larger. Here is why?
October 2, 2008Chapter 7 or Chapter 11, Circuit City Management Needs to Make a Choice.
Analysis of: Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Author: Nicholas White, President, White & Co
Circuit City has passed being just another mediocre company that needs to be patched up. Management needs to drastically down size this company or liquidate its assets. Here's why
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008
2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
September 29, 2008
Personal People Meter - When Almost Good is Not Good Enough
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Under reporting of audience listenership to Urban and Spanish-language stations hurts everyone, the listeners and advertisers. It's taken main stream marketers a while to fully understand the importance of these audiences
September 24, 2008
Can Radio Overcome All The Negativity?
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
As with other mediums, revenue is down but radio is far from out of business. New technologies and a return to localism will help.
September 23, 2008Debt Rating Company Loses Faith in Sears' (SHLD) Voodoo Retailing
Analysis of: Sears Holdings cut to 'B+' on pressured opg margins - Fitch | www.forbes.com
Author: Nicholas White, President, White & Co
Fitch lowers Sears Holdings debt rating amidst government backed financial industry bailout. Here's why Sears isn't likely to benefit.
September 16, 2008"Diamond War" May Mean Lower Profits For Jewelers
Analysis of: Diamond War in South Africa Forces DTC to Postpone Sight | www.idexonline.com
Author: Nicholas White, President, White & Co
As DeBeers grows weaker, producing countries are demanding a bigger piece of the profits from rough diamond sales. South Africa's recent demands may drive diamond price up sharply this fall and limit the supply of certain key sizes and qualities. This means jewelers may not get some product...
September 15, 2008
Nielsen Metrics Notoriously Skewed - Don't Put Too Much Weight On Findings
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
- Nielsen comes out with a new study - telling us everything we already know, and analysts rush to measure the industry-changing impact. The knee-jerk reaction is that the advertising industry will adjust spending from "mainstream" markets to ethnically-diverse outlets; however, Entertainment companies...
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