GLG News by Retail Brokerage Experts (Florida)

Mr. White's analysis speaks of the "benefits" of "breaking up Macy's" without going into any explanation of how,where, what, or why. While I also have serious reservations about the benefits of a KKR led buyout, they are for very different reasons.   My chief concern is for the impact on the shopping...

As SHLD continues its downward spiral, rumors are circulating that Mr. Lampert now wants to buy Macy (M). With same store sales dropping 3.9% at Kmart and 4.7% at Sears, Mr. Lampert's long held belief that "comp sales do not matter" is being severely tested. It seems that Mr. Lampert believes that the...

Blockbuster is not immune from the problems that have plagued the industry as Movie Gallery and others struggle to find some way to justify the continued operation of expensive and oversized stores. There will be many similar articles about Blockbuster's problems now that they have been exposed as having...

By committing to this experiment Mr. Lampert is revealing two important weaknesses in his retailing acumen. The first is that the notion of a "store within a store" concept has been tried numerous times by many other troubled department and discount stores. It has even been tried previously by...

A mall is worth what the market is willing to pay! The market has demonstrated that the traditional guidelines of value set by some measure of current or future earnings, have given way to the "feeding frenzy" of so much cash chasing so few available "quality" products. It has also given way to such...

Just one more example of "irrational exuberance".  The investors who have been driving the price of SHLD through the roof continue to have blind faith in Mr. Lampert's ability to somehow transform this mortally wounded giant retailer into something resembling Mr. Buffet's empire. While anything...

This article details some of the important issues surrounding the upcoming sale of one of the last, large, high quality portfolios of regional malls remaining in private hands.However, it completely misses a very key  determinant of value and consequently distorts...

 This article is an excellent example of false and misleading advertising! It was most likely written by someone employed by the Russian economic initiative. It is not only misleading but makes up for its lack of substance by also being poorly written. If the writer and/or editor had more...

This article is important because it serves as a good example of the increasing waves of mindless blather that floods our retail real estate industry. It is generally created by by young writers who just discovered that malls are changing and feel compelled to write about this amazing...

Pyramid is for sale.Pyramid is one of the very last of the high quality, sizable portfolios of regional malls in private hands.Speculation is building over who will enter and/or win this exciting new auction.Interest is so high that several Hedge Funds are reportedly circling the...