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July 24, 2008Uneasy Shoppers Mean Big Changes in Retailing Now and in the Foreseeable Future
Analysis of: Big pitch to uneasy school shoppers | www.boston.com
Author: Nicholas White, President, White & Co
With consumers more uncertain than ever about just how much, what, and where they will buy back-to-school products, middle market retailers need to rethink their offer now and in the future. Here's why
July 24, 2008Is Costco's Profit Model Viable In Today's Inflationary Economy?
Analysis of: Costco warning adds to US retail gloom | www.ft.com
Author: Nicholas White, President, White & Co
As the leading membership club retailer, Costco looked to benefit as consumers looked for better deals to stretch inflation taxed paychecks. Now declining margins from gasoline sales, higher operating costs, and increased product costs, may make the retailers fee based profit model irrelevant. ...
July 22, 2008Short Sellers Expect Zale Stock to Decline in Price-Big Time
Analysis of: Zale Corp (ZLC) holdings reduced by Cooke And Bieler Lp | www.mffais.com
Author: Nicholas White, President, White & Co
Despite out performing the Dow, S & P, and the Nasdaq, short sellers are betting Zale's share price to significantly decline. Here's why.
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Driven by political expenditure, Hispanic Ad spending continues to show strong growth. 2. Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 16, 2008Will Whitehall's Liquidation Make Vendor Financing More Difficut For Finlay?
Analysis of: Whitehall Memo Update: What the "L"! | www.jckonline.com
Author: Nicholas White, President, White & Co
The courts decision on whether consignment goods will be a part of the Whitehall liquidation sale could make vendor financing for Finlay Enterprises and many mid-sized jewelry more difficult, if not impossible this fall.
July 11, 2008Could Finlay's Delisting Cost Zale $85 million?
Analysis of: Finlay Enterprises Announces Pending Transfer of Its Common Stock to the OTC Bulletin Board | www.stockhouse.com
Author: Nicholas White, President, White & Co
As Finlay is delisted from the Nasdaq and its bond rating lowered to that of "Junk", Macy's and Zale investors need to consider the consequences of a Finlay bankruptcy. Here's why
July 8, 2008Will Whitehall Jewelers be Acquired By Indian Manufacturer Gitanjali Gems?
Analysis of: Gitanjali Gems plans to buy U.S.-based retailer | uk.reuters.com
Author: Nicholas White, President, White & Co
According to unnamed sources, Gitanjali Gems wants to acquire Whitehall Jewelers. Gitanjali, a nascent billion dollar Indian jewelry manufacturer, says it's willing to do an $80 million to $92 million deal to expand its presence in the US.
July 7, 2008
IS IT TOO LATE FOR SAM ZELL AND TRIBUNE COMPANY
Analysis of: L.A. Times Newsroom to Shrink by 150 Jobs | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: L.A. Times Newsroom to Shrink by 150 Jobs | www.nytimes.com
Author: GLG Expert Contributor
You cut and cut and before you know it there's no product to sell. Unlike a factory or other asset, there's no correlation between reducing cost and overhead and making a profit.
July 3, 2008
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Real D, Dolby and NuVision battle it out over ease of use, technology and business model 2. The number of 3-D Cinema installations is tiny compared to the total number of screens worldwide… there is an extensive market waiting to be...
July 3, 2008
Consumer Recognition of Jewelry Brands
Analysis of: The JCK-Harrison Group Consumer Jewelry Study | www.jckonline.com
Author: Robert Metz, President, Robert Metz & Associates
Consumer Recognition of Jewelry Brands
Analysis of: The JCK-Harrison Group Consumer Jewelry Study | www.jckonline.com
Author: Robert Metz, President, Robert Metz & Associates
Consumers know RETAIL brands because ONLY retail brands promote consistently and sufficiently to become ingrained in the minds of consumers. Manufacturers of even the most successful jewelry brands spend relatively little in advertising to promote their brand due to low gross margins for this product. ...
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