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November 29, 2007
Equifax will lose focus if they continue to chase Business Process Managment (BPM)
Analysis of: Equifax Announces Paperless Lending Solution at BAI Retail Delivery Conference & Expo | www.equifax.com
Author: GLG Expert Contributor
Analysis of: Equifax Announces Paperless Lending Solution at BAI Retail Delivery Conference & Expo | www.equifax.com
Author: GLG Expert Contributor
This announcement suggests Equifax is moving away from providing information solutions and data and into a position of providing Business Process Management (BPM). A move into the BPM sector will cause them to lose focus and become distracted away from their core value of delivering data, advanced analysis...
November 28, 2007Restoration Hardware Deal More About Martha Stewart Omnimedia than a Sears Turn Around
Analysis of: Sears makes tentative offer for Restoration Hardware | www.chicagobusiness.com
Author: Nicholas White, President, White & Co
Don't underestimate the role a disloyal supplier and a bruised ego could play in the Restoration Hardware deal. Here's why.
November 28, 2007Cyber-Monday: Big Sales Aside, Increases Don't Always Mean Big Profits Too!
Analysis of: Retailers lure exhausted shoppers online | www.msnbc.msn.com
Author: Nicholas White, President, White & Co
Big numbers notwithstanding, neither online retailers nor the bricks and mortar ones can bank November sales increases, even the unprofitable ones. Here's why.
November 26, 2007Black Friday-Retailers Repeat Strategy That Didn't Work Last Year
Analysis of: Shoppers scramble for ‘Black Friday’ deals | www.msnbc.msn.com
Author: Nicholas White, President, White & Co
No longer the biggest and most profitable shopping day of the year Black Friday and the subsequent weekend has become something like a table stakes poker where retailers bet real profits for prospective ones. Like last year, retailers will probably lose. Here's why.
November 26, 2007Black Friday-Did Deep Discounts Cannibalized December Retail Sales?
Analysis of: Retailers Post Robust Start to Holidays | afp.google.com
Author: Nicholas White, President, White & Co
Black Friday's sales growth was probably the result of moving December sales into November because of deep discounting. If true, 4th quarter sales and profits are still in jeopardy. Here's why.
November 26, 2007Jewelry and Luxury Brands May Suffer As Tech Product Sales Grow on Black Friday
Analysis of: Black Friday Retail Observations: Tech is Golden | seekingalpha.com
Author: Nicholas White, President, White & Co
Jewelry retailers and luxury retail sales, already under pressure from a slowing economy, may deteriorate even more as customers snap up deeply discounted high tech products. Here's why'
November 21, 2007Crude Oil Prices May Break Consumer's Spirt In Spite of Bigger Discounts.
Analysis of: Crude Oil Prices Break $99 | www.forbes.com
Author: Nicholas White, President, White & Co
Soaring gas prices and other external factors may have a bigger influence on retail sales this year than business tactics. Here's why
November 21, 2007Zale's Troubles More Than Breeden Capital Expected
Analysis of: Zale 1Q loss widens as jeweler cuts forecast, cautious holiday outlook | www.chron.com
Author: Nicholas White, President, White & Co
Activists investors like Breeden Capital, Citadel Investment Group, and SAC Capital Management thought Zale's stock was undervalued. Now they may realize they have bigger troubles than they expected. Here's why.
November 20, 2007Gold Demand Declines in the US as Retail Jewelry Sales Weaken
Analysis of: Indian Gems, jewellery exports up 21.5% | www.thedailystar.net
Author: Nicholas White, President, White & Co
Demand for gold in the US declined as September retail jewelry sales growth sharply dropped. Increased investor demand for gold products like ETF's and higher domestic gold usage in emerging countries helped push metal prices to recent highs; leaving 4th quarter jewelry sales growth in...
November 16, 2007Will Tesco's New Fresh & Easy Concept Change US Grocery Retailing?
Analysis of: LA Landing Puts Tesco in on the Map | www.retailingtoday.com
Author: Nicholas White, President, White & Co
Fresh & Easy's inventory mix reads more like a restaurant menu than a grocery store list of ingredients. That key difference my change grocery retailing in America. Here's why.
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