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GLG News by Warehouse Club Retail Experts

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Martin BrillJanuary 31, 2008
Sailing In Rough Waters, Old Navy Charts a New Merchandising Course
Analysis of: Makeover at Old Navy: Faster Fashion a Key to Monthly Collections | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
In moving  from a key item merchandizing strategy to monthly "wardrobe building collections," will Old Navy  alienate of many of its core customers? Does Old Navy have the sourcing and logistics structure in place to execute a fast fashion delivery initiative without severe...
January 23, 2008
Penney's/Ralph Lauren partnership looking like bad timing.
Analysis of: Polo Ralph Lauren profit drops | www.marketwatch.com
Author: GLG Expert Contributor
- Impending American Living launch with Polo Ralph Lauren (NYSE: RL); higher prices in the face of a down turn. - New Store opening initiative; they're all in newly developed areas hardest hit by the sub-prime bust. - Hollywood writers’ strike could derail the Academy Awards broadcast. Penney’s is the...
January 22, 2008
How can more change improve the situation?
Analysis of: Sears to break into several companies | money.cnn.com
Author: GLG Expert Contributor
- Separating the brands from Sears & KMart will only be a benefit if the retail organizations go down altogether. - Excessive change at Sears Holdings is a large part of the problem today.     
Michael MillerDecember 28, 2007
Shopping Center Development
Analysis of: Wal-Mart Gets Discount on Land Purchase | chicagorealestatedaily.com
Author: Michael Miller, Independent Consultant, Independent Consultant- Michael Miller
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.
Martin BrillNovember 12, 2007
Upper and Lower Apparel Retail Segments Will Survive A Rough Holiday Season
Analysis of: Bernanke on Holiday: Wait and See | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
While the very upper retail segment continues to perform well, off-price retailers and mass merchants will benefit most from a deteriorating economic outlook. Department Stores and Specialty Retailers must manage inventories skillfuly, in order to suvive the tough season ahead.
October 10, 2007
dont lose the lesson on what walmart has always been about, always!
Analysis of: Wal-Mart's New Growth Opportunities | www.businessweek.com
Author: GLG Expert Contributor
year over year comp percent increases is a dated tool for walmarts growth for the giant who still only has less than %5 of retail sales and not a good penetration into urban markets the sky is the limit value and in stock have always been the focus not owning a specific demographic
October 7, 2007
WSJ quotes HSA Consulting Principal Re: Wal-Mart's Competitive Position in a Changing World
Analysis of: Wal-Mart Era Wanes Amid Big Shifts in Retail | online.wsj.com
Author: Howard Jackson, President, HSA Consulting, Inc
Lead Wall Street Journal article published October 3, 2007 reviewing the changing retail competitive landscape. HSA Consulting Competing retailers have identified strategies to defeat low prices: - marketing non competing services such as PetSmart (on site Pet hotels, grooming, and vet services)...
September 27, 2007
Home Centers and Mass Retail Trending Alike....
Analysis of: Consumer spending slows, retailers take hit | www.nydailynews.com
Author: John English, Owner, J.L. English Associates, Inc.
Economic weakness starting to show at the register.  Low Consumer Confidence Index in Sept could become an epidemic. Two players in diverse retail sectors trim expectations for 2007 who will follow 
September 24, 2007
“Eating New Crow on Old China”
Analysis of: Recalls Post Challenge for Mattel CEO | biz.yahoo.com
Author: John English, Owner, J.L. English Associates, Inc.
4th quarter implications Future of Global Sourcing Effects of costs and margin when and if quality control and higher standards are imposed  
Martin BrillAugust 27, 2007
Vera Wang's New Line Is The Most Expensive Apparel Brand At Kohl's
Analysis of: Vera Wang Set to Dress Up Kohl's | online.wsj.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
1.In department stores, it is very rare that the most expensive line in a department ever does well. 2. It is unlikely that the typical Kohl's customer ever heard of Vera Wang. 3. Kohl's advertising campaign on this brand does not speak to their moderate customer base. 4. Vera Wang's designer line will...

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