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GLG News by Experts in the Retail Council

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Nicholas WhiteNovember 3, 2008
Sharp Drop In Rough Diamond Prices Signals Harder Times For Jewelers
Analysis of: Sharp Drop in Prices at BHP Billiton Rough Diamond Tender | www.idexonline.com
Author: Nicholas White, President, White & Co
For the first time in a half century diamond prices are behaving like commodities.  Here why the $65 billion dollar jewelry industry is in for even more volatile times.   
October 29, 2008
How's Your 2009 Marketing Plan?
Analysis of: Stock market takes dip out of dining | www.freerepublic.com
Author: Pat Saign, President, Saign & Associates
Hospitality marketing is changing.  How's your 2009 Marketing Plan? Database marketing, special events, bouncebacks, suggestive selling, and positively outrageous service should all be a part of your new marketing. The most efficient and personal strategy to communicate with your customers...
Nicholas WhiteOctober 23, 2008
Any Candidate for Sears' (SHLD) CFO Needs More Than Grooming
Analysis of: Sears grooms new chief financial officer | www.businessweek.com
Author: Nicholas White, President, White & Co
With financial markets imploding and directors managing both financial institutions and the company they invest in, CFO's professional independence may constitute the last line of defense against self interest and greed.  Here is why.
October 21, 2008
Clever Strategy--Not Determinative
Analysis of: In early holiday push, Wal-Mart cutting toy prices | www.reuters.com
Author: Chris Byrne, Founder, Byrne Communications
Wal-Mart has consistently cut prices at the beginning of the Q4 toy season. It garners lots of publicity. This year, however, they are using it to move through spring and summer inventory. Great idea! Excellent product, and it gets consumers into the stores and thinking about toys. Also, it primarily...
Nicholas WhiteOctober 20, 2008
Its 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.
Nicholas WhiteOctober 20, 2008
Will 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 20, 2008
The Combination to Foot Locker
Analysis of: Ahead of the Bell: Food Locker | www.forbes.com
Author: Tom Cassidy, Independent Consultant, Cassidy Consultants
Foot Locker has had more than it's share of problems over the past couple of years.  For those of us who have been around for a long time, their performance has been a wake-up call to the leader of the industry. The author makes some very critical points in the article which...
David WorkmanOctober 13, 2008
Loss of Credit Rating Adds to a Very Risky Situation for Suppliers
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: David Workman, Executive Director, PRO Buying Group
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly 
Cathy StaufferOctober 9, 2008
Is This The End of Circuit City?
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Credit managers are extremely nervous right now about many things outside of their control.  One thing they can control is limiting their risk.  Making the decision to cut off, or fatally limit, the credit of a long standing and large customer like Circuit City may be a hard decision to make,...
Nicholas WhiteOctober 6, 2008
New 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?  

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