All GLG News Analyses Filed Under: Retail
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Posted February 11, 2008Hedge Funds Will Dominate Board as Zale Disappoints Again, Again, and Again
Analysis of: Bellwether Interviews: Zale Corporation Corporate News: 7.3% Comparable Sales Decrease for the 2nd Quarter and Free Analyst Report | www.tradingmarkets.com
Author: Nicholas White, President White & Co
Zale stock has appreciated more than 40% since reaching a historical low about three weeks ago. Whether there is greater upside for shareholders will depend on the board's next moves. Here is one way it may play out.
Posted February 11, 2008
Will Electronic Books Be Successful?
Analysis of: Why Amazon's Kindle is revolutionary | www.macworld.com
Author: GLG Member Program Contributor
Will Electronic Books Be Successful?Analysis of: Why Amazon's Kindle is revolutionary | www.macworld.com
Author: GLG Member Program Contributor
> Various manufacturers have tried selling e-books in the past. > For a variety of reasons, they have always failed. > Will the Amazon Kindle be different?
Posted February 11, 2008Consumer Product Safety Legislation Creates New Perils for Imports
Analysis of: Senate nears vote on product safety overhaul | www.reuters.com
Author: Jeff Stier, Associate Director American Council on Science and Health
This bill can significantly impact commerce. Product liability and the ability to import products from developing countries may be acutely affected. Analysis includes not only who the bill hurts, but who it may help.
Posted February 11, 2008Tiffany Positioned To Disappoint
Analysis of: Tiffany shares rise on 2008 guidance | www.businessweek.com
Author: Nicholas White, President White & Co
Tiffany's revised 2008 sales forecast flies in the face of reality, here is why Tiffany is likely to disappoint shareholders.
Posted February 7, 2008WHY HEDGE FUND DEBT RUINS RETAILERS
Analysis of: Home Woes Lead Wickes to Chapter 11 | www.chicagotribune.com
Author: Kenneth Leonard, Principal Leonard Associates
Another national chain furniture retailer, recently acquired by a hedge fund, bites the dust! What the heck is going on? Only a few months into the current recession and just beginning to feel the effects of the bursting of the housing bubble, several old line major furniture retailers have...
Posted February 5, 2008BREAKING UP IS HARD TO DO
Analysis of: Sears' turnaround plan short on details, long on odds | www.chicagotribune.com
Author: Kenneth Leonard, Principal Leonard Associates
Three or four very smart financial analyst from major financial institutions have been writing about the likelihood of "breaking up" Sears as discussed in this article. I have not yet seen as thorough nor candid analysis as this Chicago Tribune article and as such, I am recommending it to...
Posted February 4, 2008Finally, The King Really Doesn't Have Any Clothes
Analysis of: Sears' turnaround plan short on details, long on odds | www.chicagotribune.com
Author: Kenneth Leonard, Principal Leonard Associates
In my opinion, this is the first newspaper article or financial analysis of any kind that has finally "gotten it right"! The reporters did a very professional research job, (including calling GLG to talk to some of their "experts" under GLG's new media arrangements), and put...
Posted February 1, 2008Hedge Fund Tactics Prove Unsuccessful In the Jewelry Sector
Analysis of: Creditors File Involuntary Bankruptcy Petition Against Friedman's Jewelers | www.georgiabankruptcyblog.com
Author: Nicholas White, President White & Co
Hedge funds have had a spotty record of success in retail, but they are proving to be a complete failure in the jewelry sector. Here's a look.
Posted February 1, 2008Wal-Mart's Promotional Strategy May Decrease Investor Value.
Analysis of: Wal-Mart chops prices in bid to lure shoppers | money.cnn.com
Author: Nicholas White, President White & Co
Investors watch as Wal-Mart chops prices in hopes of driving top line sales in spite of the fact that the same strategy was only marginally successful in December. Here's why their strategy may be short lived.
Posted January 31, 2008Sailing In Rough Waters, Old Navy Charts a New Merchandising Course
Analysis of: Makeover at Old Navy: Faster Fashion a Key to Monthly Collections | www.wwd.com
Author: Martin Brill, Managing Partner Sweetwater Consulting LLC
In moving from a key item merchandizing strategy to monthly "wardrobe building collections," will Old Navy alienate of many of its core customers? Does Old Navy have the sourcing and logistics structure in place to execute a fast fashion delivery initiative without severe...
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Consumer Goods & Services
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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