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Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 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.

Liz Claiborne Adds Licensing To Updated Business Model

November 20, 2009

Liz Claiborne Reports $90 Million in Qurater | www.wwd.com

The immediate benefit of licensing the Liz Claiborne and Claiborne men's to J C Penny - and LCNY to QVC signal's a broader strategic play ahead for Liz Claiborne Inc.Celebrity designer Isaac Mizrahi's failed attempt to revitalize the fortunes of the brand at major department stores like Macy's, forced the company to make a decision that will have long term strategic implications for the company.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 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.

As Isaac Mizrahi Builds His Design Empire, Liz Claiborne's Slump Continues

October 5, 2009

Isaac Mizrahi's First Shop | www.wwd.com

Is it possible for Isaac Mizrahi to return the Liz Claiborne NY brand to its former glory, while, at the same time work with QVC to design and hawk a mass appeal apparel line on television; build his own designer level brand (complete with with runway shows during fashion week) and open his first retail shop on New York's fashionable East Side?Liz Claiborne's CEO Bill McComb bet the farm that Isaac Misrahi would turn the brand around, but hasn't the celebrity designer spread himself too thin?

Tom PirkoPresidentBevmark LLC 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.

FEMSA, ASSESSING STRATEGIC VALUES IN GLOBAL BEER CONSOLIDATION.

October 1, 2009

Mexico's FEMSA SEEN EYEING $9 BILLION BEER MERGER | reuters.com

FEMSA remains a misunderstood asset in the global consolidation of the beer industry.   A transaction will involve numerous strategic considerations andwill depend upon several key factors involving acquirers' balance sheets and plans for development.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 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.

Improved Gross Margin and Lower Costs Trump Same Store Sales For Holiday

September 23, 2009

Holiday Forecasts See Sales Down, Profits Up | www.wwd.com

Same store apparel sales for holiday 2009 will likely be flat or down but those retailers with improved gross margin and sharply reduced expenses are positioned to win big once consumer confidence returns.Improved product development strategies, sharper merchandising, greater speed to market and well managed inventory levels are the keys to greater gross margin in what will likely be another highly promotional holiday retail environment.

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.

Roger Davidson, Retail Food & Drug Consultant

Roger DavidsonRetail Food & Drug ConsultantSelf Employed 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.

John Being a Leader!

August 7, 2009

Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand and WFMI rebounded to a third quarter that propelled the stock to $29/ share.

Roger Davidson, Retail Food & Drug Consultant

Roger DavidsonRetail Food & Drug ConsultantSelf Employed 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.

Time to Reposition Hills

August 2, 2009

Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 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.

Buyers Remorse at Abercrombie & Fitch?

January 15, 2009

Abercrombie full-price strategy proving hard - Guardian.co.uk | www.guardian.co.uk

While Investors at Abercrombie & Fitch have sounded the alarm about Chief Executive Michael Jeffries’ stubborn position not to run sales promotions in the midst of the worst retail environment in decades and the brands poor merchandising strategy, have contributed to the company’s disastrous performance in 2008.   The recent extension of Jeffries employment contract as CEO of the company for another five years has industry experts and stockholders scratching their heads in disbelief.

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....

John English, Owner

John EnglishOwnerJ.L. English Associates, Inc. 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.

Pipeline Of Product Remains Strong In Many Retail Categories

December 8, 2008

Retailers see sales drop in dreary November | www.usatoday.com

1. Opportunistic buys especially in off-price sector   2. Less margin erosion due to better costs from suppliers 3. Greater values for the consumer in the off-price doors

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