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GLG News by Experts in the Retail Council

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David WorkmanJune 30, 2008
Consumer Confidence Index
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: David Workman, Executive Director, PRO Buying Group
Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences
Angela ChewJune 25, 2008
I'm too sexy for my shirt?
Analysis of: Victoria's Secret: We're too sexy | articles.moneycentral.msn.com
Author: Angela Chew, Former Senior Product Manager, Chadwick's of Boston, Inc.
1) Has VS gone too far with their lingerie marketing campaigns? 2) Is being too sexy turning away their older customers?  
Nicholas WhiteJune 24, 2008
Sears-Running Out of Luck
Analysis of: Kmart tests concepts in out-of-way corners | www.chicagotribune.com
Author: Nicholas White, President, White & Co
New Kmart formats are too little and too late to save the giant retailer.  Here's why Sears Holdings'  luck has probably run out.
Nicholas WhiteJune 19, 2008
Whitehall Follows Friedman Jewelers into Oblivion
Analysis of: Whitehall Considers Bankruptcy Protection | www.jckonline.com
Author: Nicholas White, President, White & Co
Whitehall Jewelers entry into jewelry's middle market tempted fate.   Now, the question is not if, but when the company will disappear and how much of the trade it will take with it.  Here's one view of how the situation will evolve and what's next for the industry. 
Nicholas WhiteJune 17, 2008
Movado Group's Problems Bigger than a Decline in Consumer Spending!
Analysis of: Movado 1Q earnings drop 48 percent | money.cnn.com
Author: Nicholas White, President, White & Co
Movado Group's earnings declined sharply in the first quarter.  However, the problem may be bigger than a decline in consumer spending in North America.  Here's why.
Nicholas WhiteJune 16, 2008
Large US Retailers at Risk as Imports Decline.
Analysis of: Fiscal spiral has merchants cutting back on imports | www.boston.com
Author: Nicholas White, President, White & Co
As US retailers reduce imports, large companies operating  retailing stores overseas may see international sales growth decline.  Here's why international growth may not be the panacea for retail success.
June 11, 2008
Jewelry; The old status symbol
Analysis of: INDIAN GOLD IMPORTS -59% IN MAY ON HIGH PRICES | www.gjepc.org
Author: George Cornell, President, Cornell and Associates
Jewelry sales will continue to be soft in the U.S, for the foreseeable future. As such, many foreign manufacturers are looking toward Eastern Europe, the Middle East and Far East as growth opportunities.  
June 9, 2008
Market Locally with Specials for Target Guests
Analysis of: Hotel CEOs Lament Softening Demand, Foresee Some Discounting | www.btnmag.com
Author: Pat Saign, President, Saign & Associates
As consumers cut travel and look locally for leisure pursuits, the hospitality industry has to adjust its marketing and offer specials for more local targeted audiences.  With increasing capacities for both hotel rooms and food and beverage establishments, room nights and dining room tables...
Scott MeyerJune 6, 2008
Stevia Impact on Tabletop Sweeteners Negligible
Analysis of: Gilbert firm set to announce stevia distribution deal | www.eastvalleytribune.com
Author: Scott Meyer, President, Meyer Group, LLC
-  This article does not mention stevia's taste profile, which is inferior to existing low-calorie sweeteners -  Mainstream US consumers look for taste/flavor first, "natural" is way down the list of attributes -  Large volume users of low-calorie/high-intensity sweeteners have known...
Nicholas WhiteJune 6, 2008
Large and Mid-Sized Jewelry Chains Lose as the Industry Consolidates.
Analysis of: S&P Downgrades Finlay on Weak 1Q Results | www.diamonds.net
Author: Nicholas White, President, White & Co
The jewelry industry is consolidating, but not the way many investors thought.  Here's are some of the winners and losers in this battle for market share.

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