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Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Analysts undecided on GAP CEO with no apparel ties (today.reuters.com)
Glenn Murphy may have a rough time driving profitable, top-line retail sales at The GAP.  Here's why.
Aleem Desai, Telecom M&A & Strategy Consultant
Aleem Desai
Analysis of: Verizon-Broadcom Deal Allows Continued Imports (www.pcworld.com)
In spite of what was said on the news, Verizon Wireless knew what they were doing by paying a staggering $200M to Broadcom. They reason to believe that the effect of the ban on other CDMA Carriers would be minimal.
Analysis of: A family meets today to hear the complexities of a bid for Dow Jones (www.nytimes.com)
Once the Bancroft Family et al get past the emotional aspect of selling Dow Jones to Murdoch, it's clear it is truly a match made in heaven. I guess everyone has a different perspective on heaven, the curent business media marketplace makes this a good fit. While Dow Jones has a storied history with...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: RadioShack tumble due to sales worries (www.marketwatch.com)
Like Sears Holdings investors, RadioShack shareholders may find no joy as top line sales growth continues to decline.  Heres why.
Paula Peterson, President
Paula Peterson, President
Crown Luxury Consulting
Analysis of: Tiffany shares jump on takeover speculation (today.reuters.com)
1.  Tiffany & Co. is one of the global leaders in the luxury jewelry space; the strategic direction in merchandising, marketing and store operations have proven the company has a strong and viable- business platform  2.  LVMH is a global leader in the luxury apparel/accessory space,...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Tiffany shares jump on takeover speculation (today.reuters.com)
An LVMH (Moet Hennessy, L.V.) takeover of Tiffany would probably be a good deal for US shareholders, as well as, its domestic competitors. Whether it’s so good a deal for Tiffany, ‘Je ne sas pas’.
Paula Peterson, President
Paula Peterson, President
Crown Luxury Consulting
Analysis of: Counterfeits Causing Real Damage in Human Terms (www.retailwire.com)
1.    Counterfeit goods have been a virus on the global economy by fueling the gray market 2.    Counterfeit goods give rise to substandard working conditions and the employment of child labor 3.    The lack of consumer concern and willingness to purchase...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Macy's, Wal-Mart customizing to win customers (www.stltoday.com)
The consolidation of retail industry has created a lack of merchandising diversity at a time when consumers want more variety in products and individuality in services. Some think making big chains more localized is the most likely solution. I don't. Here's why.
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
Analysis of: Redstone Split Bears on Future of Viacom, CBS (online.wsj.com)
1. Sumner Redstone is known for forcing out executives  2. DreamWorks’ and Paramount’s bond may be unraveling  3. Family businesses have a low probability of surviving the third generation
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Wal-Mart to cut prices on 16,000 items (www.indystar.com)
There may be a real disconnect between what management is saying and what they are actually doing at Wal-Mart's US stores.  Here's why.

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