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Nicholas WhiteMarch 25, 2008
No Sale For Storied Name...Sears
Analysis of: A STORIED NAME ON SALE? | online.barrons.com
Author: Nicholas White, President, White & Co
References to Sears' break up value will increase as the company's operating results continue to decline.  But no amount of hypothetical arithmetic, regardless of how well its articulated, can disguise the fact that this businesses' future value depends on a successful turn around.  But...
March 25, 2008
Technology is an enabler of choice - but it does have limits
Analysis of: YouTube Unplugged | online.wsj.com
Author: GLG Expert Contributor
Google, Yahoo, Microsoft, Facebook, Bebo and many others that create platforms for free speech and the free distribution of content from anyone and everyone will limit new growth opportunities if they do not reconcile with the concept of "rights" within the borders...
March 24, 2008
Starbucks Seeks Customer Input
Analysis of: Starbucks Seeks Customer Input | online.wsj.com
Author: GLG Expert Contributor
Looks like Starbucks is trying to get back to basics after failing at mass customization. It's been a long and winding road for them, not unexpected when their leader had visions of 40,000 Starbucks.
Nicholas WhiteMarch 20, 2008
Employee's Lawsuit Jeopardizes Signet's Future Sales Growth
Analysis of: Cohen Milstein Files Class Action Lawsuit Against Sterling Jewelers | www.earthtimes.org
Author: Nicholas White, President, White & Co
Win or lose, employee's discrimination lawsuit may result in a much weaker sales team and lower sales growth for Signet Group.  Here's why.
Nicholas WhiteMarch 19, 2008
Wal-Mart Is In Denial
Analysis of: Wal-Mart buys rest of Seiyu | www.retailingtoday.com
Author: Nicholas White, President, White & Co
Wal-Mart delays its inevitable departure from the Japanese market as it completes the buyout of Seiyu.  Here is why Lee Scott continues to invest shareholders money in a Japanese venture that is all but doomed to failure.
Nicholas WhiteMarch 19, 2008
Could Walgreen Threaten Apparel Retailers?
Analysis of: Walgreens to launch private label clothing line | www.retailingtoday.com
Author: Nicholas White, President, White & Co
If recent experience has taught retailers anything, it is serious competition can come from unexpected sources.  Here's why Walgreens could be a real threat to apparel retailers.
March 18, 2008
Amazon makes for a difficult benchmark
Analysis of: Amazon unveils plans to exploit Facebook for social shopping | www.ft.com
Author: GLG Expert Contributor
Software developers that provide ecommerce solutions for the "do-it-yourself" IT crowd will feel the mounting pressure of social networks. Outsourcing providers that need to match pace with "best in class" Internet merchants will feel the pressure to keep up with Amazon and others. Consumer technology...
Nicholas WhiteMarch 18, 2008
"Four Digit" Gold Prices Will Remake the US Jewelry Industry
Analysis of: Gold Hits $1,000 an Ounce | www.jckonline.com
Author: Nicholas White, President, White & Co
"Four digit" gold prices will make many of the products sold in today's jewelry stores almost unsaleable; forcing the industry to reinvent itself.  Here's how that might happen.
Nicholas WhiteMarch 17, 2008
Enough With the Spin, It's Time for the Sears Board to Act!
Analysis of: Sears launches new effort to boost image, low sales | www.prweekus.com
Author: Nicholas White, President, White & Co
Sears management needs to spend less time on "spin" and more time on retailing basics. The company's latest PR efforts will do nothing to improve business and wastes company resources too.  At best, it will temporarily diffuse skeptics criticism of managements performance. ...
Nicholas WhiteMarch 13, 2008
Zale's New Stock Buyback is Bad for Investors.
Analysis of: Zale Lifts Stock Buyback by $100 Million | www.forbes.com
Author: Nicholas White, President, White & Co
The market continues to  reward bad behavior as Zales stock traded slightly higher on news the company was diverting additional cash to buy back stock.  Here's why a bigger stock repurchase is  a bad idea.

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