Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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 annually, they are the road to recovery. In this analysis, clients will have 5 questions to ask that will test a company's readiness to capitalize on Millennials and get them to spend.
Slow And Steady Keep Radio Shack In The Race
November 9, 2009
RadioShack Up; iPhone Seen Helping '10 EPS, Wireless Efforts | online.wsj.com
Since taking over Radio Shack in 2006 Julian Day has taken a very methodical, first things first approach to getting the house in order, beginning with controllable costs: cutting SG&A, closing underperforming stores, consolidating multiple service and distribution centers, improving inventory management and de-cluttering stores all the while being very mindful of cash. But, the big question was always in a digital world, was Radio Shack relevant?
2009 Holiday Retail Sales Forecast: Key Winners, Losers, Trends, Risks
November 8, 2009
Holiday Retail: Forget Rock Bottom Markdowns | money.cnn.com
In this forecast, you will find over two dozen projected winners and losers stemming from $30 billion in retail bankruptcies and store closings. In addition, the forecast explores key trends and risks likely to drive holiday retail sales. Includes retailers like Wal-Mart (WMT), Best Buy (BBY), Target (TGT), Sears (SHLD), JC Penney (JCP), Kohls (KSS), Zales (ZLC) Whole Foods (WFMI), Amazon (AMZN), Blue Nile (NILE), TJ Maxx (TJX), Netflix (NFLX), Staples (SPLS), Safeway (SFWY), Costco (COST).
October Jewelry Sales- Estimates Conflict with Reported Results
November 6, 2009
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, or October. Here's more.
Note To Jewelry Industry-Wait and See Isn’t a Viable Strategy
November 4, 2009
India buys 200 tonnes of IMF gold | www.telegraph.co.uk
Escalating gold prices threaten $60 billion jewelery industry. Here's more.
Zale Loses One-Third of Investor’s New Worth-Revised
November 4, 2009
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.
Samsung handset shipments up 15pc and aims to take 20pc market share
November 2, 2009
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 qtr on qtr sales by 15pc, means it is bucking the annual trend which will see an 8pc drop in worldwide sales.
Zale (ZLC) -Will History Repeat Itself?
October 24, 2009
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
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 well as brightness, due to the fact that polarization cuts down on brightness by about 50%, and results in a 50% drop in vertical resolution, making full-HD impossible without significantly higher-cost displays.
JD Sports facing the continent
October 7, 2009
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?
Does Escalating Gold Prices Mean Fine Jewelry is Underpriced?
November 13, 2009
2009 Holiday Retail Sales Forecast: Key Winners, Losers, Trends, Risks
November 8, 2009
Zale-Management's Last Chance?
September 19, 2009
Is Blockbuster Going the Way of Hollywood Video?
September 16, 2009
DeBeers Advertising-A Knotty Problem for the Diamond Industry
September 15, 2009