All GLG News Analyses Filed Under: Retail

Nicholas WhitePresidentWhite & Co

October Jewelry Sales- Estimates Conflict with Reported Results

November 6, 2009

Analysis of:  U.S chain store sales up 2.1 percent in October | www.nationaljewelernetwork.com

Conflicting sales reports make forecasting fourth quarter sales even more difficult for jewelry retailers. But, volatile consumer spending patterns,large competitors promotional plans, and emerging macroeconomic forces may play a much bigger role in the final outcome than actual sales in August, September,...

Nicholas WhitePresidentWhite & Co

Note To Jewelry Industry-Wait and See Isn’t a Viable Strategy

November 4, 2009

Analysis of:  India buys 200 tonnes of IMF gold | www.telegraph.co.uk

Escalating gold prices threaten $60 billion jewelery industry. Here's more.

Nicholas WhitePresidentWhite & Co

Zale Loses One-Third of Investor’s New Worth-Revised

November 4, 2009

Analysis of:  Zale FY09 Revenue -17%, Reports Loss of $190M Zale Corporation... | www.topix.com

Zale's $189.5 million lose marks a continuing of a turnaround that has never materialized. Here's why.

Peter Curnow-FordChairmanEisar Ltd.

Samsung handset shipments up 15pc and aims to take 20pc market share

November 2, 2009

Analysis of:  Samsung shipments up 16pc | www.mobilenewscwp.co.uk

Samsung continues to dominate in sales growth in the key low to mid-end markets and in developing markets where it shows how to build channel strength.Samsung is also a leader in fashion touch handsets, ie devices in the mid-sector that sell on looks and touch screens to a mainly younger audience.Growing...

Nicholas WhitePresidentWhite & Co

Zale (ZLC) -Will History Repeat Itself?

October 24, 2009

Analysis of:  Zale to Announce Fourth Quarter Fiscal 2009 Results | www.businesswire.com

Zale promises to finally announce year end results. Meanwhile the stock continues to increase in price,despite likely big losses. Here's why.

Active-glasses Approach Has Multiple Benefits for 3D TV

October 12, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Momentum behind Panasonic 3D TV technology | www.glgroup.com

Some critics say the Panasonic active-glasses approach is "consumer unfriendly" by requiring "heavy glasses" that "reduce the display brightness and make the image quality poor." But the passive-glasses approach has similar drawbacks.The passive-glasses approach compromises both image resolution as...

JD Sports facing the continent

October 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:  JD Sports eyes more European acquisitions | www.ft.com

It seems there is a space for consolidation of sportswear retailing in Europe. The questions are where to focus and is the concept ready to be exported?

Best Company for the Job of Disposal

October 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Finlay Enterprises Assets to Be Bought by Gordon Brothers | www.bloomberg.com

Gordon bros is a well established and the premier company to dispose of surplus jewelry merchandise. They are the largest and most effective co for this.

Martin BrillManaging PartnerSweetwater Consulting LLC

As Isaac Mizrahi Builds His Design Empire, Liz Claiborne's Slump Continues

October 5, 2009

Analysis of:  Isaac Mizrahi's First Shop | www.wwd.com

Is it possible for Isaac Mizrahi to return the Liz Claiborne NY brand to its former glory, while, at the same time work with QVC to design and hawk a mass appeal apparel line on television; build his own designer level brand (complete with with runway shows during fashion week) and open his firstretail...

Gordon Bros wIN aGAIN

September 28, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Finlay Enterprises Assets to Be Bought by Gordon Brothers | www.bloomberg.com

The biggest and best equipped company to purchase and resell bankrupt goods

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