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July 24, 2008Is Costco's Profit Model Viable In Today's Inflationary Economy?
Analysis of: Costco warning adds to US retail gloom | www.ft.com
Author: Nicholas White, President, White & Co
As the leading membership club retailer, Costco looked to benefit as consumers looked for better deals to stretch inflation taxed paychecks. Now declining margins from gasoline sales, higher operating costs, and increased product costs, may make the retailers fee based profit model irrelevant. ...
July 22, 2008Short Sellers Expect Zale Stock to Decline in Price-Big Time
Analysis of: Zale Corp (ZLC) holdings reduced by Cooke And Bieler Lp | www.mffais.com
Author: Nicholas White, President, White & Co
Despite out performing the Dow, S & P, and the Nasdaq, short sellers are betting Zale's share price to significantly decline. Here's why.
July 22, 2008Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel. But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival. These guys need a suitor, fast.
July 22, 200810 Requirements to Reach Mobile Commerce Critical Mass because of Apple iPhone (and why the Nielsen report is dangerous)
Analysis of: Report: Mobile Internet use has reached "critical mass" | arstechnica.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet. But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous...
July 22, 2008We Need Nokia: Innovation Central to Smartphone Growth and Apple iPhone Competition
Analysis of: Nokia Tries Apple's Tune | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google. Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world. Music may be a tough entry...
July 22, 2008Sprint Acquisition by SK Telekom or Deutsche Telekom Spells Disaster, Unless They Ask the Experts
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand. Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing. You want due diligence, come to the true experts for answers.
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Driven by political expenditure, Hispanic Ad spending continues to show strong growth. 2. Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 16, 2008Will Whitehall's Liquidation Make Vendor Financing More Difficut For Finlay?
Analysis of: Whitehall Memo Update: What the "L"! | www.jckonline.com
Author: Nicholas White, President, White & Co
The courts decision on whether consignment goods will be a part of the Whitehall liquidation sale could make vendor financing for Finlay Enterprises and many mid-sized jewelry more difficult, if not impossible this fall.
July 11, 2008Could Finlay's Delisting Cost Zale $85 million?
Analysis of: Finlay Enterprises Announces Pending Transfer of Its Common Stock to the OTC Bulletin Board | www.stockhouse.com
Author: Nicholas White, President, White & Co
As Finlay is delisted from the Nasdaq and its bond rating lowered to that of "Junk", Macy's and Zale investors need to consider the consequences of a Finlay bankruptcy. Here's why
July 8, 2008Will Whitehall Jewelers be Acquired By Indian Manufacturer Gitanjali Gems?
Analysis of: Gitanjali Gems plans to buy U.S.-based retailer | uk.reuters.com
Author: Nicholas White, President, White & Co
According to unnamed sources, Gitanjali Gems wants to acquire Whitehall Jewelers. Gitanjali, a nascent billion dollar Indian jewelry manufacturer, says it's willing to do an $80 million to $92 million deal to expand its presence in the US.
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