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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted April 21, 2008
Style Alone Isn't Enough for Department Stores to Succeed !
Analysis of: Department Stores focus on Style | www.courierpostonline.com
Author: Nicholas White, President White & Co
Style alone won't make the difference in department store performance.  Here's why.
Kenneth Leonard Posted April 21, 2008
Why Not Eliminate All Overhead And Let The Stores Run Themselves?
Analysis of: Sears cut 100 more jobs at retailer's headquarters | www.chicagotribune.com
Author: Kenneth Leonard, Principal Leonard Associates
I have (had) many friends working at Sears' Hoffman Estates headquarters,(most now gone) and to the man, (or woman) they have some of the scariest horror stories I have ever heard, about the conditions that prevail under Mr. Lampert's leadership. This latest round of layoffs is just one more indication...
Posted April 21, 2008
Department Stores focus on Style
Analysis of: Department Stores focus on Style | www.courierpostonline.com
Author: GLG Member Program Contributor
In light of 2007's and 1Q in 2008's dismal outlook in department stores, many stores including JC Penney's, Macy's(NYS:), Kohl's and others need to rejuvenate, think out of the box, if it wants to capture the younger consumer who is more recession proof, than their parents.  Granted, food, gas...
Martin Brill Posted April 21, 2008
Department Stores Must Upgrade Their Total Shopping Experience
Analysis of: Department Stores focus on Style | www.courierpostonline.com
Author: Martin Brill, Managing Partner Sweetwater Consulting LLC
The entire department store segment is hurting right now, but those that improve their merchandising strategies , build their store brand though creative marketing and improve the shopping experience for their customers will emerge as market leaders once the economy turns around....
Nicholas White Posted April 18, 2008
No Numbers is Bad News for Investors
Analysis of: Retailers Get Stingy With Data | www.blueridgenow.com
Author: Nicholas White, President White & Co
Fewer retailers may issue sales numbers and profit forecasts in the future.  What's worse is the numbers investors do get may become less relevant to predicting next quarters performance.  Here's why.  
Posted April 17, 2008
J.C. Penney Curbs Expansion, Pushes Private Label
Analysis of: J.C. Penney Curbs Expansion, Pushes Private Label | online.wsj.com
Author: GLG Member Program Contributor
The relative weakness of branded apparel creates the opportunity for well executed private label programs to capture share and generate profit.  JCP is doing exactly the right thing at the right time.  Strategic growth of private label is the important distinction, with focus on which categories...
Posted April 17, 2008
JCPenney chief merchant named to board
Analysis of: JCPenney chief merchant named to board | www.retailingtoday.com
Author: GLG Member Program Contributor
Operating under the radar in the shadows of industry greats like Allen Questrom and Mike Ullman, Ken Hicks has been the guy who brings the theme "every day matters" to life as an executive. He takes the vision of these great leaders and translates it into the strategies and tactics that have helped...
Michael Zibel Posted April 17, 2008
Is More Private Label At JCP The Right Move?
Analysis of: J.C. Penney Curbs Expansion, Pushes Private Label | online.wsj.com
Author: Michael Zibel, Principal Michael Zibel & Associates
Many retailers over the years have gone down the path of increasing their private label penetration to the point where their business suffers at the top line, and eventually the bottom line. JCP is heavily penetrated with private brands now, and with the disappointng launch of American Living, pushing...
Posted April 17, 2008
Wal-Mart buys rest of Seiyu
Analysis of: Wal-Mart buys rest of Seiyu | www.retailingtoday.com
Author: GLG Member Program Contributor
Seiyu is the fifth largest national retailer in Japan so the news is important from a brand and a distribution perspective. The clientèle of Seiyu, which is not a premium brand, do match the Wal-Mart clientèle in the US. From Wal-Mart's perspective this is the final stage of their re branding of Seiyu...
Martin Brill Posted April 17, 2008
A Few Well Merchandised Specialty Chains Buck The Negative Retail Tide.
Analysis of: Fighting Off the Chill: Retailers get Inventive To Combat Recession. WWD. | www.wwd.com
Author: Martin Brill, Managing Partner Sweetwater Consulting LLC
Discount stores are not the only sector holding up well in what has been described as the worst retail apparel environment in the past twenty years.   Innovative specialty chains that know their customers well are moving forward with fresh assortments and new product categories that speak to their...
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