Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Is This Mr. Lampert's 8th or 9th Life?
November 19, 2009
Sears Narrows Loss, Beats Estimates but Stock Falls | www.chicagobusiness.com
A flurry of articles have come out in recent days seemingly to diffuse the continuing failures of Mr. Lampert's prize holding. This article deals with the "surprise" caused by the losses being slightly less than expected. The others deal with the various new ventures Mr. Lampert has announced in his...
Charles & Colvard Still Searching For Direction
November 19, 2009
Charles & Colvard Appoints Randy N. McCullough as Chief Executive Officer and H. Marvin Beasley to Board of Directors | www.businesswire.com
Charles & Colvard searches for direction by hiring its third CEO in two years. Here's more.
NRF Survey: Fewer Consumers Plan to Buy Jewelry This Holiday Sseason
November 18, 2009
NRF Holiday Survey: 18.4% Plan to Buy Jewelry | www.idexonline.com
Raw data from NRF 2009 retail Survey shows fewer consumers want jewelry this year and even fewer buyers intend to give jewelry as a gift. Here's more
Embracing the Fear of E-Tailing through More Brick and Mortar
November 17, 2009
Apple Focusing on 'Showcase' Stores | www.retailwire.com
It seems counter intuitive to build bigger, swanky stores when online commerce continues to grow double digits annually. Apple doesn't think so. They treat stores as an arm of the Apple brand and a key support of the Apple halo. This is a truly great model to follow for all retailers. No wonder...
Summarizing the 2009 WWD Apparel/Retail CEO Summit and a Road Map
November 17, 2009
The 2009 WWD Apparel/Retail CEO Summit | www.wwd.com
Themes from the summit are best summarized into six cylinders of success - Sustainability, Social Media, Democratization, Globalization, Exclusivity, and Sales & Operations Planning. Are the companies you analyze or may potentially acquire running on 6 cylinders? Here are some questions to ask management...
November 13, 2009
After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com
The organizational epiphany that red tape creates useless work aimed at pleasing management instead of consumers is one that usually gets discovered and corrected in times of crisis. GM is a great example. This is because most organizations only govern by the numbers. Until the number falls short...
November 13, 2009
Wal-Mart's Profit Up, But a Key Indicator Slips | www.nytimes.com
Target stated their "Expect More. Pay Less." promise is still relevant to their guest and will remain true to their resilient business model. While the average analyst rating for this stock is a buy, I have some concerns.
Does Escalating Gold Prices Mean Fine Jewelry is Underpriced?
November 13, 2009
How Rocketing Gold Prices Will Hit Holiday Shopping | www.smartmoney.com
Fine jewelry may represent some of the best luxury product values this Christmas season. Here's why.
Gap Advertises at Christmas for the First Time in 3 Years
November 12, 2009
Something to Rah-Rah-Rah About for Christmas | www.nytimes.com
The company's cash position improved, and with apparel shoppers looking to head back to basics, The Gap is well poised for success.
Consumers are Rebooting - To Survive, Understand and Adapt to Your New Consumer
November 11, 2009
The New Consumer Conversation | www.wwd.com
The "New Rules of Customer Engagement." These are critical to understand given the retailing and the apparel/accessories market will be different for many years as a result of this economic downturn. Why? The Millennial Generation experienced this recession first hand and with $733 Billion to spend...
Charles & Colvard Still Searching For Direction
November 19, 2009
Supply Chain Optimization Key to Future Foodservice Industry Profits
November 18, 2009
Embracing the Fear of E-Tailing through More Brick and Mortar
November 17, 2009
Summarizing the 2009 WWD Apparel/Retail CEO Summit and a Road Map
November 17, 2009
Does Anyone Really Expect G.M. And Chrysler To Repay Billions In Loans?
November 15, 2009
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Restaurateurs Optimistic, but Mantra Remains “Operate with Caution”