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May 7, 2008Sears Could Get a Second Chance as the Recession Evolves.
Analysis of: Sears Braces For Spending Slump | online.wsj.com
Author: Nicholas White, President, White & Co
Chairman Lampert would have prospective investors believe Sears' problems are because of the recession. That's understandable, since he isn't likely to admit that he blew it squandering billions on overvalued stock buy backs, while reducing its retail business to the worst operation in the...
May 6, 2008
Kiss and Punch is the new game for advertisers and agencies
Analysis of: Kiss and Punch | www.forbes.com
Author: GLG Expert Contributor
Analysis of: Kiss and Punch | www.forbes.com
Author: GLG Expert Contributor
The days of trust between the ad agency and the technology advertiser will be a thing of the past. Gone will be those days when technology companies could give robust product roadmaps to their ad agencies trusting that they will not turn the table and use that information to negoatiate a better...
May 6, 2008Every Retailer Has Something to Gain From Amazon's Lawsuit over Collecting NY Sales Taxes
Analysis of: Amazon suing New York state over new sales tax law. | today.reuters.com
Author: Nicholas White, President, White & Co
Amazon's lawsuit may be more about the viability of sales and use taxes to collect state revenue than about one e-commerce company collecting New York sales tax. Here's why.
May 5, 2008More Bad New For Retail Investors?
Analysis of: Confidence Falls to Lowest Level in 26 Years | www.nytimes.com
Author: Nicholas White, President, White & Co
While early first quarter earnings have been better than expected and liquidity has improved in the credit markets, there is no sustainable consumer spending rebound insight. That's bad news for retailers and investors alike.
May 5, 2008Do Retailers Have What It Takes to Expand into Russia, Brazil, India, and China?
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: Nicholas White, President, White & Co
Overseas expansion into mature Western-like countries has been hit and miss for many US retailers. Despite the potential profits, opening stores in emerging countries like Russia, Brazil, India, and China is even more risky. Here's why
April 24, 2008Will Zale Prosper During the Down Turn?
Analysis of: Zales vs. Peers: Possible Difficulties Ahead | seekingalpha.com
Author: Nicholas White, President, White & Co
It’s problematic whether Zale is a good quarter to quarter play during the current down turn. But it ‘s even more uncertain if it will be a successful turn around in this decade. Here's why.
April 24, 2008Are Retailers Too Optimistic About Mother's Day Sales Potential?
Analysis of: Mother's Day expected to generate $15.8B in sales | www.bizjournals.com
Author: Nicholas White, President, White & Co
The NRF's Mother's Day survey seems to overstate Mother's Day sales potential. Here's a contrarian's point of view.
April 22, 2008Many Retail LBO's or Hedge Fund Buyouts May End In Bankrupcy
Analysis of: Retail chains forced to reorganize in face of economic downturn | www.smartbrief.com
Author: Nicholas White, President, White & Co
The eventual consequence for many retailers who are bought through LBO’s or acquired by hedge funds may be bankruptcy or liquidation. Here's why.
April 21, 2008
Betting against the house...at Google no less.
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
This is a good reminder that buying advertising from Google is like betting against the house and that barriers to entry for competitors like Microsoft and Yahoo! continue to rise. Google has great supply - but how much demand is in the market is the question.
April 21, 2008Style Alone Isn't Enough for Department Stores to Succeed !
Analysis of: Department Stores focus on Style | www.courierpostonline.com
Author: Nicholas White, President, White & Co
Style alone won't make the difference in department store performance. Here's why.
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