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May 29, 2008Zale Decreases In Value
Analysis of: Zale increases stock buyback plan by $50M to $350M | www.forbes.com
Author: Nicholas White, President, White & Co
While stock buy backs may increase Zale's short term share price, here's why the the company has actually declined in value.
May 23, 2008Will Zale's Luck Continue?
Analysis of: Zale Corporation Reports EPS Loss of $0.42 for the Third Quarter of Fiscal 2008 | www.businesswire.com
Author: Nicholas White, President, White & Co
By most measure Zale got lucky in its third quarter posting higher sales and a lower than expected loss. Now investors are rewarding the company with higher stock prices betting Zale will achieve its estimated FY 2009 earnings. Here's why it may not be such a good bet.
May 22, 2008
Scripps to post lifestyle TV clips to YouTube
Analysis of: Scripps to post lifestyle TV clips to YouTube | www.reuters.com
Author: GLG Expert Contributor
Analysis of: Scripps to post lifestyle TV clips to YouTube | www.reuters.com
Author: GLG Expert Contributor
Smart move, will expose their brands to a younger audience not generally viewing their networks
May 22, 2008Publicly Traded Jewelers Lose Market Share to Smaller Chains and Independents.
Analysis of: Despite record-high gold prices and gloomy economic forecasts, jewelers and suppliers are learning to cope. | www.jckonline.com
Author: Nicholas White, President, White & Co
Large publicly traded jewelry chains, department stores, and discounters are losing sales to smaller jewelry chains and independent jewelers. Here's why.
May 20, 2008Will Macys' Operating Earnings Continue to Decline.
Analysis of: Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Author: Nicholas White, President, White & Co
Macys' performance is less one of a slowing economy, as much as it is about basic merchandising and value at the local and regional level. Here's why earnings may continue to decline at Macys.
May 20, 2008Will Stretched Consumers Drive Signet Sales Lower
Analysis of: Credit crunch hits middle classes | www.theretailbulletin.com
Author: Nicholas White, President, White & Co
Both Signet's short term sales growth and long term repositioning strategy may be in jeopardy as UK economy contracts. Here's why.
May 15, 2008Is Blue Nile STILL an Internet Growth Company?
Analysis of: Blue Nile shares rise as profit falls but beats expectations | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Blue Nile continues to be priced as if it were a Internet growth company. Here's why that may be a mistake.
May 12, 2008The Mall Is Dead.."Long Live the New King"
Analysis of: J.C. Penney expansion plans include mall exodus | www.smartbrief.com
Author: Nicholas White, President, White & Co
The mall is dead, at least ins so far as ownership of the consumer is concerned. However, retailers have been slow to react. J. C. Penney is one company that sees the strength of a diversified real estate portfolio. Here's why retail companies that move off mall will be the winners...
May 9, 2008Is Signet Groups Better Performance Sustainable?
Analysis of: Signet Q1 group like-for-like sales down 2.5 pct | www.reuters.com
Author: Nicholas White, President, White & Co
Signet's improved first quarter performance may not translate in to stronger performance this fall. Here are just a few of the reasons why.
May 9, 2008The Liquidation of Zale
Analysis of: UPDATE 1-Zale 3rd-qtr sales up but expects loss | www.reuters.com
Author: Nicholas White, President, White & Co
Zale traded margin for sales growth and still expects to lose 40 cents to 45 cents per share in its third quarter. The question for investors is can the company improve sales and profitability during Christmas 2008 (FY 2009) using the same underlying tactics? Here's why investors...
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