GLG News by Experts in the Retail Council
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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 29, 2008Only The Smarter Restauranteurs Will Survive
Analysis of: Restaurants Feel Sting Of Surging Costs, Debt | online.wsj.com
Author: Terrell Alger, Retail & Restaurant Consultant, Terry Alger Consultancy
With the economic conditions the way they are, restaurant companies are scrambling to come up with ways to combat the conditions that are affecting their operations. Commodity costs aren't coming down, so how can they offset higher prices? What strategies should companies be using to survive through...
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, 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.
April 21, 2008Department Stores Must Upgrade Their Total Shopping Experience
Analysis of: Department Stores focus on Style | www.courierpostonline.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
The entire department store segment is hurting right now, but those that improve their merchandising strategies , build their store brand though creative marketing and improve the shopping experience for their customers will emerge as market leaders once the economy turns around....
April 18, 2008No Numbers is Bad News for Investors
Analysis of: Retailers Get Stingy With Data | www.blueridgenow.com
Author: Nicholas White, President, White & Co
Fewer retailers may issue sales numbers and profit forecasts in the future. What's worse is the numbers investors do get may become less relevant to predicting next quarters performance. Here's why.
April 17, 2008A Few Well Merchandised Specialty Chains Buck The Negative Retail Tide.
Analysis of: Fighting Off the Chill: Retailers get Inventive To Combat Recession. WWD. | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
Discount stores are not the only sector holding up well in what has been described as the worst retail apparel environment in the past twenty years. Innovative specialty chains that know their customers well are moving forward with fresh assortments and new product categories that speak to their...
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Source Article | Expert Analyses
Zale Corporation Says Does Not Believe That Previously Issued Earnings Outlook Should Be Relied Upon
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Whatever you do, don't buy Sears
money.cnn.com
Each Player in Big Three Is Devising Its Own Plan
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Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Zale Disappoints Again, Again, and Again!
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