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Laurence HellmanFebruary 27, 2007
I'M ON THE ROAD, BUT WHERE DO I PARK THE DARN THING?
Analysis of: Baby boomers hit the road in posh RVs | timesfreepress.com
Author: Laurence Hellman, Independent Consultant, Laurence Hellman
1. Boomers are hitting the highways in luxuriously appointed motor homes and coaches that tip the scales at $400k; meanwhile smaller RVs, boats of all sizes, and classic cars are in great demand.  But  these vehicles can't stay on the road nonstop.2. Frequently, they're pulled onto gravel-covered ...
February 26, 2007
China Acquisitions Require a Degree in Rocket Science?
Analysis of: U.S. leads pack in acquiring Chinese companies | www.reliableplant.com
Author: GLG Expert Contributor
  The United Kingdom and Singapore are leading the way in establishing a foothold in China’s rapidly expanding economy. With all of the frenzy about Internet and high tech companies, it is nice to see that many investors are wisely choosing to invest in good ol’ industrials and consumer staples…not...
February 26, 2007
Beiersdorf / Nivea Takes Promising Step Towards China Acquisition
Analysis of: Germany's Beiersdorf co-op with C-Bons in China's personal care market | en.ce.cn
Author: GLG Expert Contributor
  Nivea brand owner, Beiersdorf, announced the signing of a letter of intent with C-Bons. The plan appears to be to merge CBONS on-the-ground implementation strengths in China with Nivea’s branding skills. China-ROI predicts success with this combination, but a lot will hinge on the relationship...
Laurence HellmanFebruary 26, 2007
WHOLE FOODS: TIME TO SOW ITS WILD OATS?
Analysis of: Whole Foods to Acquire Organic Rival Wild Oats | online.wsj.com
Author: Laurence Hellman, Independent Consultant, Laurence Hellman
1. Whole Foods has enjoyed dynamic growth since it was founded in 1980. An "enlightened" and admired company that appeals to the most desirable customer segments, WFMI has been agile and fleet footed and full of surprises (always something up the sleeve) over the years.2. Acquisitions have played...
Laurence HellmanFebruary 16, 2007
Keeping Up with the Competition
Analysis of: JCPenney to launch exclusive Polo Ralph Lauren line | www.retailingtoday.com
Author: Laurence Hellman, Independent Consultant, Laurence Hellman
1. J.C. Penney's recent decision to build Polo Ralph Lauren's American Living into a storewide brand is not unexpected based on the success competitor Kohl's has achieved with the Chaps brand in men's, misses, and kids. 2. Don't kid yourself--Penney's and Kohl's watch each other...
Martin BrillFebruary 14, 2007
Not Ready To Cash Out: The Gap Begins Its Search For A New CEO
Analysis of: Top Designer Exits Gap | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
Industry speculation, fueled by CNBC, that Goldman Sachs was hired by Gap Inc. to “help explore options” was denied last week by the company’s founder and Chairman Emeritus, Donald Fisher. When contacted about Mr. Fisher’s comments, the investment banking firm declined comment. Following the resignation...
January 26, 2007
Traditional retailers should dominate online
Analysis of: Buy in the store or online? Retailers hope it's both | www.boston.com
Author: GLG Expert Contributor
- Online retailing is entering a new phase in its evolution- Multi channel is critical going forward
January 11, 2007
HD Challenge: Will LOW Continue to Outperform?
Analysis of: Home Depot Board Faces New Outcry | www.nytimes.com
Author: William Kelley, Principal, GordonBearcatResearch.com
As a former Director and Executive of HD, I make observations based on my research of how the customer is rating the shopping experience compared to that of LOW.  I have noted a significant shift in culture and attitude at HD under Nardelli's leadership and have marked changes in several...
November 22, 2006
Deja Vu, new movie, but only a re-run for Sears
Analysis of: Sears profit soars but not on sales | www.retailingtoday.com
Author: John English, Owner, J.L. English Associates, Inc.
Top line growth remains a key struggle at Sears and KmartRevenue from investments and reduced expenses are good icing but you need a cake (sales) to put them on 
Larry KatzenNovember 20, 2006
Sears, The Retailer That Once Was
Analysis of: At Sears, Investing - Not Retail - Drive Profit | online.wsj.com
Author: Larry Katzen, Board Member, The Private Bank & Trust Co
1. Sears retailing operations continue to flounder.2. Profits are generated through various financial engineering schemes.3. What will the future Sears looks like?

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