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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted February 20, 2008
Lampert Out Of Touch With Sears Strategy
Analysis of: Big hopes for ministores | www.baltimoresun.com
Author: Nicholas White, President White & Co
As Sears falls further behind, Sears retail strategy grows more disparate between divisions which will probably worsen during the new reorganization.  Clearly Lampert is out of touch with what is happening.
Mark Sussman Posted February 20, 2008
Wal Marts top line sales divert attention away from underlying problems
Analysis of: Wal-Mart: Fashioning a New Growth Track | www.businessweek.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
Wal – Mart (WMT) barely squeaked out January with a 0.5% comp. store increase. This result is rather dismal given their aggressive promotional activity in January. WMT stores showed a weaker gain than Sam’s club and the International Divisions, although they don’t reveal comp. store sales was up over...
Mark Sussman Posted February 19, 2008
Inventory management should be a non issue with new planning software, demand for vendor transparency and sales history veracity.
Analysis of: Retailers trimming back merchandise | www.msnbc.msn.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
-          As written in the title of this commentary, assortment planning and merchandise management should no longer be an issue. With the expediency of the new planning software, a strong strategic relationship with each vendor and a merchandising team...
Mark Sussman Posted February 19, 2008
Costco is pulling ahead of competition through superior management.
Analysis of: Costco to open in Australia in ’09 | www.retailingtoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
-          Costco debatably has the strongest management team in the vast retail sector. Although this dynamic is probably “baked” into the valuation of the company it is still under rated and yet to be a neutral factor.
Nicholas White Posted February 18, 2008
No Guts No Glory, Savvy Merchants Can Make Money In This Economy
Analysis of: Retailers trimming back merchandise | www.msnbc.msn.com
Author: Nicholas White, President White & Co
Most retailers will play it safe as consumer spending declines, but with over $2 trillion in retail sales in play, there are big market share opportunities for companies with innovative merchants at the helm. 
Mark Sussman Posted February 18, 2008
Abercrombie & Fitch is clicking on all cylinders.
Analysis of: A&F says 4Q net income up 9% | www.retailingtoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
-          As written in the article ANF is doing well in a difficult macro economic environment which is beating down the retail sector in particular.   -          This has been achieved through both creativity,...
Posted February 15, 2008
Telecom Leaders Today Are Bailing or Being Fired
Analysis of: Lucent's Next Leader | www.lightreading.com
Author: GLG Member Program Contributor
My article is important because telecommunications is a leading industry today and for the future.  Because the telecom industry  employs a large number of people, mergers, acquisitions, layoffs and execs leaving in droves drives the entire industry and economy down in the long run.
Nicholas White Posted February 12, 2008
Finlay May Need More Cash Despite Improving Sales Trends
Analysis of: Finlay to Lose 94 Macy's Locations | www.jckonline.com
Author: Nicholas White, President White & Co
The addition of Baily, Banks, and Biddle sales may more than off set the lose of 94 Macy's jewelry departments.  However, the company may need a lot more cash than the current business can generate to sustain its current specialty jewelry store growth strategy.  Here's why.
Christopher Ramey Posted February 12, 2008
Kindle adds merchandising opportunities for long term growth
Analysis of: Why Amazon's Kindle is revolutionary | www.macworld.com
Author: Christopher Ramey, President Affluent Insights
Amazon’s ability to add value via otherwise-unavailable benefits to purchasers is immense.  If played properly, Kindle will become to the intelligentsia, bookies and students what IPod has become to teenagers/young adults.  In time there will be Kindle communities, Kindle book clubs, schools...
Posted February 11, 2008
This all about Tiffany
Analysis of: Tiffany shares rise on 2008 guidance | www.businessweek.com
Author: GLG Member Program Contributor
1. Tiffany Shares rise in 2008. 2. Despite of poor holiday season and week market conditions. 3. Tiffany & Co. planning more things to be in the position.
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