All GLG News Analyses Filed Under: Retail
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Posted March 3, 2008Zale Shareholders Ignore Hedge Fund Failures
Analysis of: Zale Initiates Operational Efficiency Program to Generate $65 Plus Million in Annual Savings | news.morningstar.com
Author: Nicholas White, President White & Co
Zale cuts employees and operating expenses again for the 2nd time in as many quarters, but with top line sales declining, hedge fund tactics may once again fail to drive profitability at Americas second largest jewelry retailer.
Posted February 28, 2008
Surviving in Consumer Electronics
Analysis of: Best Buy cuts '08 EPS outlook, shares fall | www.retailingtoday.com
Author: GLG Member Program Contributor
Surviving in Consumer ElectronicsAnalysis of: Best Buy cuts '08 EPS outlook, shares fall | www.retailingtoday.com
Author: GLG Member Program Contributor
Best Buy are right to try and truly differentsaite themselves by offering end to end solutions to the consumer. The success story in the U.K is the small consumer electronics retail store that offers great service and then bolts on a website that has access to this in house expertise re qualifying needs...
Posted February 28, 2008RadioShack Future in Wireless
Analysis of: RadioShack revenue down on lower postpaid wireless sales | www.rcrnews.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
Besides the low Sprint Nextel sales attributing to its revenue decline, RadioShack lacks three factors: 1) Wireless subscriber base; 2) Mobile lifestyle branding; 3) Servicing mobile needs.
Posted February 27, 2008
Is There a Major Opportunity for Dillards To position Themselves Between Macys and the Upscale Retailers?
Analysis of: Makeover at Dillard's: Store Moving Upscale Adding More Fashion | www.wwd.com
Author: Allan Zwerner, Independent Consultant Allan Zwerner Consulting
Is There a Major Opportunity for Dillards To position Themselves Between Macys and the Upscale Retailers?
Analysis of: Makeover at Dillard's: Store Moving Upscale Adding More Fashion | www.wwd.com
Author: Allan Zwerner, Independent Consultant Allan Zwerner Consulting
Will Dillards put themselves in both a less profitable position, as well another year of sales declines?The positioning that Dillards plans to go to seems to have a small opportunity to grow sales and profits. Dillards cannot just put better goods on the floor to be successful, they need a total...
Posted February 25, 2008Best Buy remains best bet in consumer electronic sector
Analysis of: Best Buy cuts '08 EPS outlook, shares fall | www.retailingtoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- Best Buy’s (BBY) initiative to facilitate the customers need for their consumer electronic needs with their “end to end” solution differentiates them from their major competitors and the big box stores in the CE sector.
Posted February 25, 2008THE WARNING SIGNS WERE THERE
Analysis of: Lending Squeeze Hits Ailing Firms | online.wsj.com
Author: Kenneth Leonard, Principal Leonard Associates
Sharper Image, Bon-Ton, Lillian Vernon, Buffets Holdings Inc., Gottschalks and several other retailers are in serious financial trouble according to this article, because of the current credit squeeze. I am suggesting that the current credit squeeze has played a very small roll in accelerating...
Posted February 22, 2008Hedge Funds Look For Zale Exit Strategy
Analysis of: Zale 2Q Profits -32%, Jeweler to Become 'More Nimble' | www.diamonds.net
Author: Nicholas White, President White & Co
Dismal results, inexperienced management team, and pecuniary strategy points to a quick exit by hostile hedge funds.
Posted February 21, 2008TJX companies poised to continue success evidenced by their announced buy back of an additional $1 billion worth of their stock
Analysis of: TJX profit jumps 47 pct on cost controls | www.businessweek.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
TJX is projecting a growth rate of 12% for the next 3 years. Given the leadership of CEO Carol Meyrowitz and the strong emphasis she gives to the merchandising of the assortments the company should easily be able to achieve this number. There has been a marked improvement in the trading up of in season...
Posted February 21, 2008Wal-Mart's Out of Its Element and the Numbers Show It.
Analysis of: Wal-Mart's Back in Its Element | www.fool.com
Author: Nicholas White, President White & Co
Nothing has really changes at Wal-Mart to suggest that it will perform that much better in a declining economy; including the numbers. Heres why.
Posted February 21, 2008J.C. Penny American Living launch is impressive but timing may pose problems.
Analysis of: JCPenney Announces Launch of American Living, Exclusive Lifestyle Brand | www.marketwatch.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
All the positives written in the article are pretty much on target. The American Living assortment across the classifications is quite impressive. The big problem is that the launch is coinciding with one of the worst economic downturns retail and the macro economy has experienced in the last 20 years....
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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