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GLG News by Warehouse Club Retail Experts

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Jason KraAugust 3, 2007
Kohls will surely succeed w/ Vera as they did w/ Chaps & Daisy
Analysis of: Vera Wang Set to Dress Up Kohl's | online.wsj.com
Author: Jason Kra, Owner, Total Sports Resources
    Relevant names but private label control will generate sure results for kohls in this new brand.  branded product created specifically for Kohls is like branded retail w/ a private label mentality of control.  This will be a huge success for Kohls and will follow other...
Martin BrillJuly 18, 2007
Abercombie & Fitch Apparel Is A Natural Fit For Europe
Analysis of: A&F sets sights on Europe | www.retailingtoday.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
The Abercrombie & Fitch brand is percieved as edgy, sexy and contemporary American fashion, making it a perfect candidate for European expansion. The company is growing its top line by inceasing square footage in the U. S. as comp store sales have been generally flat. The London store...
Martin BrillJune 11, 2007
Undeterred by Foul Weather and the Economy, Guess Continues Spectacular Growth
Analysis of: Guess Steps on the Gas: Overseas Drive Helps Company's Growth Soar | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
With almost flawless execution of their global retail strategy and powerful brand extensions, Guess continues its dramatic growth in revenue and profit. Offering no excuses about the weather, high gasoline prices and a soft housing market, Guess reported that U.S. same-store sales for their first quarter...
Martin BrillMay 30, 2007
My Space and You Tube Are Changing the Way Young Apparel Brands Get Hot
Analysis of: Talking to a Generation: Brands Turn to You Tube To Spead the Message | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
Considered to be still in its infancy, You Tube and My Space are growing geometrically, with 267 million viewers combined in March 07’, verses 71 million last year. Freedom of expression, with humor as a trigger, is creating viral marketing phenomena in the world of fashion. Major brands such as Nike...
May 29, 2007
Change in marketing strategy mostly "me too"
Analysis of: Federated revamps marketing plan | www.retailingtoday.com
Author: GLG Expert Contributor
- JCP has become Macy's biggest competitor in many product categories following the Federated/May merger. They launched a rebranding campaign earlier this year.   - The hemoraging of former May Co. customers has rendered the Macy's marketing model of heavy emphasis on direct mail promotion ineffective...
May 28, 2007
Coca-Cola / Pepsi-Cola Acquisitions: Strategic Planning Issues
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: Tom Pirko, President, Bevmark LLC
Pressure to grow in new beverage categories is intense, yet the major soft drink companies are finding the costs and risks of innovation away from carbonated soft drinks to be difficult.   A competitive buying frenzy is about to begin, but can the bottlers, programmed to sell cola, effectively...
May 15, 2007
URBN getting it's Groove back
Analysis of: Urban Outfitters new business strength offsets weather issues denting comps | www.wgsn.com
Author: GLG Expert Contributor
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...
Martin BrillApril 16, 2007
Apparel Industry Trends Are Creating A Perfect Storm
Analysis of: Wholesale Giants Morphing Into Retailers | www.wwd.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
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...
April 12, 2007
Baby Steps
Analysis of: Bed Bath & Beyond buys buybuy BABY | www.retailingtoday.com
Author: John English, Owner, J.L. English Associates, Inc.
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.  
March 28, 2007
Another frightening article about "mysterious" China...Take this one with a grain of salt
Analysis of: China's state-owned enterprises: Board governance and the Communist Party | www.mckinseyquarterly.com
Author: GLG Expert Contributor
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...

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