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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted April 4, 2008
Zale Adds More Chiefs
Analysis of: Zale Corp. names William Acevado as executive VP, chief stores officer | www.forbes.com
Author: Nicholas White, President White & Co
As Zale adds a new Chief of Store Operations (CSO) to its executive suite, investors have to ask when they can expect a turn around plan.  Here's why it may take longer than they think.  
Michael Zibel Posted April 3, 2008
Is American Living Meeting Expectations At JCP?
Analysis of: J.C. Penney Guts First-Quarter Earnings Forecast | community.investopedia.com
Author: Michael Zibel, Principal Michael Zibel & Associates
With the recent launch of American Living, JCP is banking on this upscale privately branded line to add cache, sales, and enhanced margin that will benefit their bottom line. After reviewing the offering in-store, many questions arise about the success of the launch.  
Nicholas White Posted April 3, 2008
Consumer Rebates Unlikely to Improve Sales Growth!
Analysis of: Retailers Compete for Share of Consumers' Rebate Checks | www.retailwire.com
Author: Nicholas White, President White & Co
Someone once said, “if you can’t measure it, you can’t improve it”.  That’s today’s paradox today.  The numbers don’t reflect reality.  But we chose to believe the them anyway and fashion policy accordingly, making conditions worse for the consumer. The consumer rebate won't...
Posted April 3, 2008
WWD Article: Vendors Take Control Amid Uncertainty
Analysis of: WWD Article: Vendors Take Control Amid Uncertainty | www.wwd.com
Author: GLG Member Program Contributor
Private label will become increasingly important, in part due to higher margins and in part due to sourcing control.  Well developed strategic sourcing capabilities will already have begun to shift within China and away from China if the organization has that expertise.  It can't be created...
Posted April 3, 2008
Sears Holding names tool, lawn president
Analysis of: Sears Holding names tool, lawn president | www.forbes.com
Author: GLG Member Program Contributor
If something doesn't look like a duck, act like a duck or quack like one, it's probably not a duck.  So this probably isn't a reorganization designed to maximize the long term value of the "retail" entities now known as Sears and Kmart.  The implication is that SHLD is not a retail play any...
Posted April 3, 2008
Sears First And Foremost Needs A Game Plan
Analysis of: Study: Consumers cut back on shopping | retailingtoday.com
Author: John English, Owner J.L. English Associates, Inc.
1. Just what is Sears plan ? 2. Understanding how the company has operated in the past decade. 3. Audibels only work if you have an actual game plan and a buy-in from the players along with a strong feeling of confidence that you can win.
Nicholas White Posted April 3, 2008
Has the CEO Become Redundant in Retailing?
Analysis of: JCPenney chief merchant named to board | www.retailingtoday.com
Author: Nicholas White, President White & Co
With both the psychographics and economics of retailing changing, the role of the chief merchandisng officer may make  the CEO redundant in 21st century retailing.  Here's why.
Nicholas White Posted April 2, 2008
Wal-Mart Takes Credit for Lower Market Prices as Its Savings Claims are Rebuked
Analysis of: Adwatcher faults Wal-Mart savings claim | www.forbes.com
Author: Nicholas White, President White & Co
Wal-Mart takes credit for the benefits of Americas free market, while advertising activists fault their savings claim.  Here's why their argument fails.  
Nicholas White Posted April 2, 2008
US Jewelers Could Benefit From Watch Manufacturer's Strategies
Analysis of: Swatch Profit Rises at Slowest Rate in Three Years (Update4) | www.bloomberg.com
Author: Nicholas White, President White & Co
Despite the economy, select watch manufacturers, continue to grow sales and profits.  US jewelers could benefit from their growth strategies.  Here is how.
Nicholas White Posted April 2, 2008
Lampert's New Organizaton Adds More Confusion To Sears Retailing
Analysis of: Sears Holding names tool, lawn president | www.forbes.com
Author: Nicholas White, President White & Co
Lampert's new efforts to revive Sears retailing is likely to mean lower sales, higher costs, and more employee turn over.  Here's why.
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