GLG News by Warehouse Club Experts

URBN got off track in 2005 and 2006 with rapid expansion into the mall space. Products became more "suburban" and strayed from the DNA of the Urban Outfitters & Anthropology brands. From looking at recent comps and the store assortments, they have found themselves again. The URBN strategy of incorporating...

Recent retail consolidation (such as Federated’s acquisition of the May Company) has compelled apparel wholesalers to accelerate development of direct to consumer strategies in order to gain greater control of their distribution channel. Wholesalers are on the lookout to acquire companies with...

1. Make room Babies R Us. BB&B is starting small but has the clout to make an impact in this market segment.  2. Cradle to grave selling mentality at BB&B a good thing3.  Good Margins, not highly seasonal, limited markdowns limits the BB&B risk factor.  

McKinsey, to my great disappointment, recently put out this article on the "befuddling" and "invisible" power of the Communist Party branch committees (which are normally resident in large businesses) in China. My response: It is nowhere near as complex as they make it seem, plus I have never seen...

  Carlyle has only themselves to blame for the troubles they have experienced with the widely-reported Xugong Construction Machinery company acquisition. There are a large number of PE firms eagerly eyeing China, and therein lies the source of one big problem: Too many buyers using the exact...

- Penney's ( JCP )needs to add credibility to its denim mix.- Arizona is becoming a tired and highly promotional brand.- Timing is more important than the best name.

Local media reports and Reuters are saying that Da Bao has placed their assets on a “equity exchange” sales board in Beijing and is looking for bids from others as well.Dabao: Yes, it is a good idea for them.Avon: Avon is already making a big mess in China, and I don’t think this will turn around anytime...

Kohl's continues to give the customer what she wants, and she  says "thank you" by driving 12-month comp sales to well above 5%, dwarfing the results of midline competitors.Customers appreciate the simple amenities such as: parking spaces that are always close to the front door; wide, shiny aisles;...

- Kohl's has clearly benefited more than JCP from the Federated/May merger.- Both JCP and Kohl's gaining Gross Margin leverage from increased private brand and exclusive brand penetration to their total businesses.

- Polo has historically licensed categories it does not have the technical expertise to design and source.- Polo RL has recently been buying back its licenses and bringing design and production in-house to drive greater sales and earnings. Often this has been through aggressive business tactics like...