GLG News by Warehouse Club Retail Experts

  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 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...

  Is this acquisition really such a good idea in light of the fact that Walmart is still having trouble with it’s overall strategy in China? The style of Trustmart is very different from Walmart, so this will be a tough integration process. Despite the announcements that claim the stores...

  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...

  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...

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...

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...