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November 15, 2007Can Wal-Mart Sustain Its New Supercenter?
Analysis of: Wal-Mart Opens Bold New Supercenter | www.retailingtoday.com
Author: Nicholas White, President, White & Co
Wal-Mart's new superstore format and its innovations is a real leap forward, but it's probably unsustainable using the company's present management paradigm. Here's why.
November 15, 2007Regardless of New Marketing, Lampert Positions Sears for Another Sales Decline
Analysis of: Sears launches integrated marketing campaign | www.retailingtoday.com
Author: Nicholas White, President, White & Co
With poorer brands, reduced assortments, and less staff, integrated marketing won't make much difference in Sears' performance this fall. Here's why
November 14, 2007Wal-Mart's Results Bad News for Retailing
Analysis of: Wal-Mart's Announcement: Good News? | seekingalpha.com
Author: Nicholas White, President, White & Co
Wal-Mart’s results certainly are not the harbinger of good retailing news attributed to it. Here's why.
November 14, 2007Bad Numbers Drive Market Higher.
Analysis of: Benign Inflation Figures Push Market Higher | seekingalpha.com
Author: Nicholas White, President, White & Co
Actual observations illustrate how different the real world can be from the mathematical one shaped by government statistics. This suggests buying stocks by the numbers alone won't always maximize value. Here's why.
November 13, 2007Fed Rate Wont't Save the 'DJI', Much Less Christmas
Analysis of: Why Fed Cut Won't Save Christmas | money.cnn.com
Author: Nicholas White, President, White & Co
The recent rate cuts may depress Christmas sales, not improve them and retail stock will probably decline further as the Fed is forced to unwind it cheap money policy. Here's why.
November 13, 2007Large Buyback Leaves Zale’s Future I Doubt
Analysis of: Zale completes Bailey Banks & Biddle sale | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Buying back about 20% of its stock, Zale management may be positioning the company to go private. But that alone won’t be enough to turn the company around. Here’s why.
November 12, 2007Strategic Thinking Makes Toys R Us an Ideal IPO Candadate
Analysis of: Toys 'R' Us Bringing Baby, Toy Stores Under One Roof | news.morningstar.com
Author: Nicholas White, President, White & Co
Storch may be on the right track to reinvent Toys R Us. Strategic thinking, in addition to operational prowess could reposition the company to steal market share from department stores, discounters, and specialty stores alike. While private, Storch's strategy makes Toys R Us is a retsail...
November 9, 2007
Contactless card readers can improve student and teacher security on school campuses
Analysis of: Blackboard, Sony to Offer Contactless Cards in U.S. Education Market | www.paymentsnews.com
Author: GLG Expert Contributor
Analysis of: Blackboard, Sony to Offer Contactless Cards in U.S. Education Market | www.paymentsnews.com
Author: GLG Expert Contributor
Although contactless technology is interesting for commerce applications the real home run is in addressing security problems on the school campus. Education security firms will use contactless card reader technologies to secure the school campus in a seamless and virtually invisible manner....
November 9, 2007Zale's Un-strategy Leaves the Company in Last Place.
Analysis of: Zale Announces First Quarter Sales Results | home.businesswire.com
Author: Nicholas White, President, White & Co
Zale's first quarter results leaves the company in last place again. For the third time in as many years management's lack of a cohesive strategy has made it more vulnerable to its major competitors and decreased value for shareholders. Fourth quarter results aren't likely...
November 6, 2007This Season, Price Cuts May Not Save Retailers
Analysis of: EXPERT: WORRIED RETAILERS WILL CUT PRICES EARLY IN SEASON | www.retail-merchandiser.com
Author: Nicholas White, President, White & Co
Things are different this year and so is the consumer. That means discounting alone may not be enough to save retailers. Here's why.
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