Study Group: Dollar Store Industry Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

John Being a Leader!

August 7, 2009

Analysis by:Roger Davidson, Retail Food & Drug Consultant,

Analysis of:Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand and WFMI rebounded to a third quarter that propelled the stock to $29/ share.

Time to Reposition Hills

August 2, 2009

Analysis by:Roger Davidson, Retail Food & Drug Consultant,

Analysis of:Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

Retail Sales headed deeper South in Q1

January 12, 2009

Analysis by:Thomas Souza, Chief Executive Officer ,

Analysis of:U.S. Retail Sales Fell 0.8% in Week After Christmas | www.bloomberg.com

Retail sales will continue to struggle as consumer confidence continues strong decline.  Q1 may show weekest sales yet before slightly turning around in 2nd half of the year. All signs head to lower confidence, but as soon as Obama takes office the landscape might change slightly.  I believe just his enthusiam will bring back a bit of confidence which may help perception in the market. The BIGGEST issue will be are we too little to late for some retailers to survive.  GREED! and LARGE overhead will cause some retailers to fall off the hill sooner than expected.  Cutbacks have not worked and baloon payments are coming do... who will survive?  Many retailers especially descretionary income retailers will have to tighten the belt even further and make dramatic changes in order to survive this downturn.  Retail is here to stay we all know that, these adjustments will help you decide where to put your money in the future. 

Late on the subject

May 29, 2008

Analysis by:Joseph Goldstein, Chief Executive Officer,

Analysis of:Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com

Sears has once again proven to be late in recognizing fashion trends. Hip Hop although not dead as a music trends is dead as a fashion trend. Even the biggest names in Hip-Hop clothing has hit thee skids, whether it be Rockawear or John John or any of the so called urban labels. It is unfortunate when these names would have been important that Sears slept.

The best and the brightest!!

May 12, 2008

Analysis by:Joseph Goldstein, Chief Executive Officer,

Analysis of:Li & Fung boss predicts BRIC retail expansion | www.just-style.com

     Li and Fung not only is one of the biggest sourceing companies in Asia and one of the best financed and diversified, it is run by two od the brightest men in the industry. They are both educated in the United States and one has taught at Harvard Business School. They know the business and have established themselves as leaders.      They already own the license for Calvin Klien Asia and has been rolling stores out at a steady clip. Their success their will only lead to others willing to give them Licenses for other labels.     Their experience and knowledge of both China and India gives them unique advantages over their competitor in these nations.     For these reasons and their track record of success in every area they have involved themselves I believe they accomplish hat they have outlined.Joseph Goldstein

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