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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.
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...
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.
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,...
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’.
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...
July 25, 2007
Future retail growth is all about product diversity, the question is, how companies will achieve it.
Analysis of:
Macy's, Wal-Mart customizing to win customers (www.stltoday.com)
Future retail growth is all about product diversity, the question is, how companies will achieve it.
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.
July 25, 2007
Is Sumner Redstone Unintentionally Sabotaging Bonds Between Viacom, Paramount, DreamWorks and CBS?
Analysis of:
Redstone Split Bears on Future of Viacom, CBS (online.wsj.com)
Is Sumner Redstone Unintentionally Sabotaging Bonds Between Viacom, Paramount, DreamWorks and CBS?
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
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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