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November 2, 2007
Spectrum closure indicates the labor game in India has fundamentally changed...
Analysis of: Rising Re claims first BPO victim in Spectrum | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: Rising Re claims first BPO victim in Spectrum | www.business-standard.com
Author: GLG Expert Contributor
Key labor cost changes in India imply that other nations such as the Phillipines, Argentina, Cost Rica, and Puerto Rico will compete more favorably for international business. The increasing cost of talent and a constrained pool of talent will cause companies to hesitate when considering India as a...
October 30, 2007Jewelry Retailers May Miss Analysts Expectations
Analysis of: LUXURY CONSUMERS' SPENDING PLUNGES TO ITS LOWEST LEVEL IN MORE THAN TWO YEARS | www.retail-merchandiser.com
Author: Nicholas White, President, White & Co
Unity's Confidence Index may not be the best indicator of luxury spending, but other evidence suggests consumers are spending less on high-end items like jewelry. If so, turn around companies like Zale and Finlay may be in jeopardy, while Tiffany and Blue Nile could miss the low...
October 29, 2007RadioShack Earnings Unsustainable
Analysis of: Sector Snap: Electronics Retailers Rise | money.cnn.com
Author: Nicholas White, President, White & Co
RadioShack may be more appealing to speculators, but its appeal to long term investors should decline until the company proves it has the retail skill to grow and sustain top line sales.
October 26, 2007Tommy Hilfiger Big Winner in Macy's Deal
Analysis of: MACY'S AND TOMMY HILFIGER SIGN STRATEGIC ALLIANCE AGREEMENT | www.retail-merchandiser.com
Author: Nicholas White, President, White & Co
The only clear winner in this deal is Tommy Hilfiger which gets high profile exposure in 850 Macy’s stores and keeps its lucrative, free standing stores, online sales, and licensees business. Here's why.
October 25, 2007Is Zale CEO in Jeopardity?
Analysis of: Zale Scheduled to Speak at the Johnson Rice & Company Annual Consumer Conference | home.businesswire.com
Author: Nicholas White, President, White & Co
Zale's new chairman may be planning to change his chief executive. Here's the rationale.
October 24, 2007Hedge Fund Key to Sears Holding’s Success.
Analysis of: A Storied Name on Sale? | online.barrons.com
Author: Nicholas White, President, White & Co
Clearly the Sears’ Chairman is now conflicted. He has to either invest heavily to turnaround Sears Roebuck or figure out how to monetize the assets of Sears Holding to ensure the continuity of his other concern, the hedge fund.
October 24, 2007Wal-Mart Builds its "Un-Bank" In the Midst of Crisis
Analysis of: At Wal-Mart, a Back Door Into Banking | www.nytimes.com
Author: Nicholas White, President, White & Co
Whether Wal-Mart wants or should become a full service bank isn’t that clear; as the current turmoil in the financial markets illustrate. Perhaps being America’s biggest “Un-Bank” is enough.
October 24, 2007Wal-Mart's Chairman Buys Time
Analysis of: Wal-Mart to Take Full Ownership of Japan's Seiyu | www.bloomberg.com
Author: Nicholas White, President, White & Co
Wal-Mart will probably vacate the Japanese market; incurring huge losses in the process. In the interim, Lee Scott has bought himself time to wring some tangible results from the company’s initial investments in China and early speculation in India.
October 19, 2007Less Growth Isn't an Option For Wal-Mart!
Analysis of: Wal-Mart: to grow or not to grow? | www.reuters.com
Author: Nicholas White, President, White & Co
Whatever their direction, whether through traditional stores, new formats, or new segments in retailing, Wal-Mart has to choose how it's going to grow retail space domestically if it's going to prosper and survive; not to grow isn't an option.
October 19, 2007Wal-Mart Price Cuts-Much A Do About Nothing
Analysis of: Wal-Mart cuts prices on 15,000 more items to lure holiday traffic | www.marketwatch.com
Author: Nicholas White, President, White & Co
Gone are the days when roll backs meant prices were lower than yesterday's everyday low price. Here's why.
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