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GLG News by Sporting Goods Retailers Experts

Jason Kra, Owner

Jason KraOwnerTotal Sports Resources What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Value is the name of the game for q3 + q4

September 14, 2009

Gap, American Eagle Sales Top Analysts’ Estimates | www.bloomberg.com

People ask if we have turned the corner on a recession. They say the positive / stability of sales to plan is a indicator that we have turned the corner to recovery. I say the opposite. Gap , American Eagle, plus a slew of other mall based retailers who are achieving and beating their plans are doing so because the consumer is reacting to value. Value is king now and retailers who provide a better value equation compared to others will win market share in this level off period.

Tom Cassidy, Independent Consultant

Tom CassidyIndependent ConsultantCassidy Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Under Armour---Over or Under?

May 21, 2009

Under Armour is Everywhere | www.fool.com

Under Armour has been the darling athletic stock of this decade.  The big question now is if they can keep the momentum rolling.  Are they the real deal with a tremendous future, or have we seen the best of them? The article posted on the Motley Fool site paints a very positive picture.  Is the premise for prosperity warranted? My analysis will focus on some of the key reasons I feel UA is at more risk than suggested by the writer of this article.  

Michael Miller, Former Independent Consultant

Michael MillerFormer Independent ConsultantIndependent Consultant- Michael Miller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fact or Fiction Anchor Mall Real Estate has no value

December 22, 2008

PREIT, Cafaro Lend Boscov's a Helping Hand | www.printthis.clickability.com

Is it fact or fiction that  Real Estate Value of Department Stores in Malls has no value. Loans to Department stores prove nothing....

Tom Cassidy, Independent Consultant

Tom CassidyIndependent ConsultantCassidy Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Combination to Foot Locker

October 20, 2008

Ahead of the Bell: Food Locker | www.forbes.com

Foot Locker has had more than it's share of problems over the past couple of years.  For those of us who have been around for a long time, their performance has been a wake-up call to the leader of the industry. The author makes some very critical points in the article which lead to support the future direction of the retailer Foot Locker.  The key points need to be reviewed to decipher if the author is on solid ground with their assessment.  Does Foot Locker have the ability to break the chains that have shackled their performances over the past couple of years?  Is the combination to the lock the right one to free the retailer to be successful once again?  Let's take a look.

Tom Cassidy, Independent Consultant

Tom CassidyIndependent ConsultantCassidy Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Under Armour Under Fire

January 21, 2008

Under Armour Shares Fall After Downgrade | money.cnn.com

How real are the issues that currently face Under Armour? The stock fell 24% on Friday as part of a perfect storm fueled by recession concerns, negative retail reports for the Holiday period, and a UA forecast termed disappointing by stock analysts, all converging at the same time. What impact will the upcoming UA Super Bowl advertisement and release of the cross training footwear line have on the brand in 2008? Can the brand achieve their projected long term growth rate of 20-25%? These are some of the key issues which help to answer the ultimate question: can Under Armour protect their house.

Michael Miller, Former Independent Consultant

Michael MillerFormer Independent ConsultantIndependent Consultant- Michael Miller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Shopping Center Development

December 28, 2007

Wal-Mart Gets Discount on Land Purchase | chicagorealestatedaily.com

The article while factual just scratches the surface of center development. It just gives an indication of one of the incentives available to major tenants.

Jason Kra, Owner

Jason KraOwnerTotal Sports Resources What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Kohls will surely succeed w/ Vera as they did w/ Chaps & Daisy

August 3, 2007

Vera Wang Set to Dress Up Kohl's | online.wsj.com

    Relevant names but private label control will generate sure results for kohls in this new brand.  branded product created specifically for Kohls is like branded retail w/ a private label mentality of control.  This will be a huge success for Kohls and will follow other names as Chaps, and Daisy Fuentas which have been launched into kohls over the past few years 

Gary FeldmanChief Executive OfficerSOURCE MARKETING What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nike stops playing the blues with techno in their shoes

September 12, 2006

It lets runner keep the beat and track the feet | www.washingtonpost.com

1. Nike is looking to boost lagging sales and gain market share in the high end performance running shoe market.

2. Pairing of technology and soft goods that will make "techno sense" to Generation Y.

Tom Cassidy, Independent Consultant

Tom CassidyIndependent ConsultantCassidy Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Two Peas in an iPod

September 5, 2006

It lets runner keep the beat and track the feet | www.washingtonpost.com

The merger of two giants in their respective industries creates a multitude of opportunities for both brands. Some are obvious, while others are a little more obscure.

Apple and Nike have come from different paths to reach the same point. A combination of the two would have seemed to be unlikely at best 10 years ago. The sharing of products in 2006 now appears to be a very smart move for different reasons, depending on which company is given focus.

Nike is in a war right now at retail. Many factors have contributed to the difficulties in the market place. More importantly, only a few actions taken on Nike's part can help keep the brand above the currently fraying athletic footwear market. With the consumer seemingly bored with the more recent technologies introduced in the industry, a turn to the real hotbed of technology provides much needed energy to the brand.

Apple is a company which has once again risen to become the most talked about brand in the computer industry. This time, they have also transcended the world of computers to stand on the same podium with what many consumers over the past 20 years have considered to be the coolest and hippest brand of their generation.

Apple can now dig even deeper into the minds and pockets of the trendy 12-24 year old consumer with its expertise in product development and marketing. Along the way, they are also able to tap into a technology receptive group which hits the road to exercise and relieve the stresses of every day life.

When you add up the two, not even a computer can argue with the logic that 1 plus 1 equals 3.

Tom Cassidy, Independent Consultant

Tom CassidyIndependent ConsultantCassidy Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Yen and Yang of Retail

August 21, 2006

3 ominous signs for retail...maybe | money.cnn.com

This article gives a perspective from both sides of the coin. This is an unusual approach in that the writer does not lead the reader to a conclusion.

On the side of tails, the doom and gloom that follows with negative news from three major retailers is given plenty of attention in the article. This side leads us to believe that the disappointing numbers released by the Gap, Home Depot, and Walmart mean that Armageddon is upon us and dark days lie ahead in retail.

The side of heads is presented with a much more positive approach. Analysts speculate that the respective retail train wrecks are not a sign of a dampening economy as much as they are a sign of individual issues which have existed within these companies.

Where does the truth lie? As always, the truth lies somewhere in the middle of the bears and the bulls. Do the signs point to a retail train wreck between now and the Holiday season? Let’s take a look.

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