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...
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. ...
January 9, 2009
Nike - M.J. Unveils Air Jordan 2009 | www.wwd.com
Nike has taken one of their most successful franchises and extended its life span. Is this a good move by them? What does this do for the brand domestically and internationally?
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....
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...
June 19, 2008
Fiscal spiral has merchants cutting back on imports | www.boston.com
Companies that are fine tuning their merchandise presentation, actively seeking out third party logistics (3PL) to minimize inventory risk, and employing more dynamic order replenishment systems are going to be the winners in this market.
June 2, 2008
Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com
Sears is very late to the party. Urban fashion has been dead nearly three years in most urban retail centers. Fashion has shifted from "urban" to "street" in the last year or so. Urban retail is not about hip hop, as much as, it's about price value. What Sears should be consideringprivate...
BRIC : Low Hanging fruit for USA expansion
April 29, 2008
Li & Fung boss predicts BRIC retail expansion | www.just-style.com
BRIC: 1. Upper to Middle class is growing exponentially in Russia, India and China 2. Brazil is trailing but when you can overcome the tariffs it has good potential 3. USA retail can be positioned with the right partner
Creating Premium Consumer Experiences At Dillard's
March 31, 2008
Makeover at Dillard's: Store Moving Upscale Adding More Fashion | www.wwd.com
While management is clearly thinking long and hard about its business, tough choices need to be made about how to best position Dillard's for the future. Dillard's clearly needs to take a leadership position in evolving the industry to a healthier, more exciting consumer environment at retail, which...
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...
October Jewelry Sales- Estimates Conflict with Reported Results
November 6, 2009
Restaurant Trends Suggest Protracted Challenges for Foodservice Industry
November 5, 2009
Note To Jewelry Industry-Wait and See Isn’t a Viable Strategy
November 4, 2009
Zale Loses One-Third of Investor’s New Worth-Revised
November 4, 2009
Auto Sales Getting Closer To The "New Normal?"
November 4, 2009
www.topix.com
Zale FY09 Revenue -17%, Reports Loss of $190M Zale Corporation...
www.telegraph.co.uk
www.nationaljewelernetwork.com
online.wsj.com
www.npd.com