All GLG News Analyses Filed Under: Retail
Posted March 31, 2008
Creating Premium Consumer Experiences At Dillard's
Analysis of: Makeover at Dillard's: Store Moving Upscale Adding More Fashion | www.wwd.com
Author: GLG Member Program Contributor
Analysis of: Makeover at Dillard's: Store Moving Upscale Adding More Fashion | www.wwd.com
Author: GLG Member Program Contributor
While management is clearly thinking long and hard about its business, tough choices need to be made about how to best position Dillard's for the future. Dillard's clearly needs to take a leadership position in evolving the industry to a healthier, more exciting consumer environment at retail, which...
Posted March 26, 2008"Jewelry Retailers-Too Much Inventory, Chasing Too Few Customers
Analysis of: Sector Snap: Jewelry Retailers | www.forbes.com
Author: Nicholas White, President White & Co
Tiffany's results may have benefited the sector, but inflation, higher gold prices, inventory liquidations, and business restructuring leave year end results in doubt. Here is why.
Posted March 25, 2008No Sale For Storied Name...Sears
Analysis of: A STORIED NAME ON SALE? | online.barrons.com
Author: Nicholas White, President White & Co
References to Sears' break up value will increase as the company's operating results continue to decline. But no amount of hypothetical arithmetic, regardless of how well its articulated, can disguise the fact that this businesses' future value depends on a successful turn around. But...
Posted March 25, 2008
What Is The Outlook For Retailers In 2008?
Analysis of: Shares Slump as February Comps Disappoint | www.wwd.com
Author: GLG Member Program Contributor
Analysis of: Shares Slump as February Comps Disappoint | www.wwd.com
Author: GLG Member Program Contributor
With all the news of an impending recession, skyrocketing fuel prices, and a very unstable housing market what is the outlook for 08?
Posted March 24, 2008
Tiffany Figures are Out of Recession
Analysis of: Tiffany Fourth-Quarter Earnings Beat Expectations | www.nytimes.com
Author: GLG Member Program Contributor
Analysis of: Tiffany Fourth-Quarter Earnings Beat Expectations | www.nytimes.com
Author: GLG Member Program Contributor
1. Tiffany & Co. shows good figures in their 4th quater.2. Their sale rose by more than 10%.3. This is the time when all the other companies having problem in their sales.4. Shares of Tiffany & Co. are also doing good.
Posted March 24, 2008
Vendor Strategies in Time of Uncertainty
Analysis of: WWD Article: Vendors Take Control Amid Uncertainty | www.wwd.com
Author: GLG Member Program Contributor
Analysis of: WWD Article: Vendors Take Control Amid Uncertainty | www.wwd.com
Author: GLG Member Program Contributor
The issue of controlling quality when sourcing products is going to add to the cost of production. The cost of oil is going to add to the transportation costs of products whereever they are manufactured. Consumers are becoming mindful of the amount of gasoline they spend on shopping trips...
Posted March 20, 2008Employee's Lawsuit Jeopardizes Signet's Future Sales Growth
Analysis of: Cohen Milstein Files Class Action Lawsuit Against Sterling Jewelers | www.earthtimes.org
Author: Nicholas White, President White & Co
Win or lose, employee's discrimination lawsuit may result in a much weaker sales team and lower sales growth for Signet Group. Here's why.
Posted March 20, 2008The Sky Is Falling And Stores Are Closing!
Analysis of: Behind Closed Doors | retailtrafficmag.com
Author: Kenneth Leonard, Principal Leonard Associates
As this article implies, due to the sagging economy, 2008 is going to be a record year for store closings which could have profound impact on shopping center REITs. So what is the real story here? In my comment section I will examine some alternative reasons for the closings and some alternative...
Posted March 19, 2008Wal-Mart Is In Denial
Analysis of: Wal-Mart buys rest of Seiyu | www.retailingtoday.com
Author: Nicholas White, President White & Co
Wal-Mart delays its inevitable departure from the Japanese market as it completes the buyout of Seiyu. Here is why Lee Scott continues to invest shareholders money in a Japanese venture that is all but doomed to failure.
Posted March 19, 2008Could Walgreen Threaten Apparel Retailers?
Analysis of: Walgreens to launch private label clothing line | www.retailingtoday.com
Author: Nicholas White, President White & Co
If recent experience has taught retailers anything, it is serious competition can come from unexpected sources. Here's why Walgreens could be a real threat to apparel retailers.
More GLG News in
Consumer Goods & Services
Most Popular:
Source Article | Expert Analyses
What’s Not Selling at Saks
blogs.wsj.com
In Rare Move, Luxury-Goods Makers Trim Their Prices in U.S.
online.wsj.com
If Detroit Fails, Foreign Makers Could Be Buffer
www.nytimes.com
Democrats Plot Detroit Rescue
online.wsj.com
Expedia shuffles executives, brands
www.bizjournals.com
Luxury Retailers may be a solid long term play
November 19, 2008
To Survive, Saks Needs To Respond To Market Challenges
November 19, 2008
Survival For Saks Is Daunting
November 19, 2008
Price Deflation On Luxury Brands Like LVMH, Burberry And Gucci Will Likely Pressure Aspirational Brands Like Coach (COH).
November 18, 2008
Circuit City Retrenchment delaying the inevitable
November 10, 2008

