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GLG News by Experts in the Retail Council

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David WorkmanJune 3, 2008
There is no room in the middle
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: David Workman, Executive Director, PRO Buying Group
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
Nicholas WhiteJune 2, 2008
Sears' Investors Face Certain Loss.
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: Nicholas White, President, White & Co
Years of sales declines and current operational loses, probably means Sears can't be saved.  Here's why. 
Nicholas WhiteMay 30, 2008
No Free Lunch in Either Technology or Globalization, Only Tradeoffs.
Analysis of: Retail stores get fashions to market lickety-split | www.usatoday.com
Author: Nicholas White, President, White & Co
Bringing fashion to the consumer quicker may be good for business, but it isn't free.  Here are some of the tradeoffs.
Cyrus BulsaraMay 30, 2008
Godrej is a safe bet
Analysis of: Godrej industries net profit up 185 percent | in.news.yahoo.com
Author: Cyrus Bulsara, President, Professional Consultants & Resources
Godrej Industries, is a highly diversified $1.87 billion conglomerate. Godrej Cosumer Products, also has a sales volume, of over $1.1billion and operates in various CPG/FMCG categories in a 7-8% growth market in India. Godrej's varied and disparate businesses, operate in a market catering to India's...
Nicholas WhiteMay 29, 2008
Zale 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.
Joseph GoldsteinMay 29, 2008
Late on the subject
Analysis of: Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com
Author: Joseph Goldstein, Chief Executive Officer, RID Corp
Sears has once again proven to be late in recognizing fashion trends. Hip Hop although not dead as a music trends is dead as a fashion trend. Even the biggest names in Hip-Hop clothing has hit thee skids, whether it be Rockawear or John John or any of the so called urban labels. It is unfortunate...
Nicholas WhiteMay 23, 2008
Will 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.
Nicholas WhiteMay 22, 2008
Publicly 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 21, 2008
Macys current performance
Analysis of: Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Author: Frank Frystak, President, Frystak Associates
Macys in store servicing of current customers is a key to there growth in this very tough retail climate. There addition of new branded merchandise catagoires , Ie Martha Stewart, Donald Trump , etc. gives them a creative edge to be competative in the next 2 qtrs. The jury is out for most better retailsers...
Nicholas WhiteMay 20, 2008
Will 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.

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