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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted January 28, 2008
Here's How Large Jewelry Chains May Perform in 2008
Analysis of: U.S. platinum, gold hit highs on S.Africa mine halt | www.reuters.com
Author: Nicholas White, President White & Co
Volatile gold and platinum prices may slow the recovery of many publicly traded jewelers as small chains and independents still their market share.  Here's why and a summary of how some of the larger companies may perform
Neil Saunders Posted January 28, 2008
Wal-Mart: is small really beautiful?
Analysis of: Wal-Mart smaller grocery stores to rival Tesco | www.reuters.com
Author: Neil Saunders, Consulting Director Verdict Research Ltd
Wal-Mart is to open small-format, 20,000 sq ft, grocery stores under the name "Marketside" to compete with Tesco's Fresh & Easy stores. With slowing domestic growth and plans to open fewer Supercenters, the development of a smaller format is a critical step that will allow Wal-Mart to tap into lucrative...
Kenneth Leonard Posted January 28, 2008
DID IT EVER LOOK EASY?
Analysis of: Saving Sears Doesn't Look Easy Anymore | www.nytimes.com
Author: Kenneth Leonard, Principal Leonard Associates
While this may seem like "piling on" with so many analysts and financial writers suddenly waking up to "bursting" of the Sears "bubble", not one of them have yet acurately addressed the underlying factors that account for their sudden down grading of their real estate portfolio. My following...
Posted January 28, 2008
This report will not be the last
Analysis of: Finlay lowers 4Q outlook on weak sales | news.moneycentral.msn.com
Author: GLG Member Program Contributor
Finlay lowers 4q outlook.  The reason given is weak sales.  I am looking at my crystal ball and I am seeing the same report over and over.
Nicholas White Posted January 25, 2008
Publicly Traded Jewelers Under Perform Smaller Private Competitors
Analysis of: JCK 2007 Holiday Jewelry Retail Report | www.jckonline.com
Author: Nicholas White, President White & Co
Defying expectations, jewelry sales growth may have significantly beat national norms in November.  Here's why that could have happened.
Posted January 24, 2008
Sears Reorganizing to Streamline Operations
Analysis of: Sears reshuffles amid slow sales | www.detnews.com
Author: GLG Member Program Contributor
Sears Holdings is reorganizing its operations that each unit will have greater responsibility over its own business. The decision is the result of falling profits, the result of a poor home goods market and weakening economy.
Posted January 24, 2008
Just an Impact
Analysis of: Finlay lowers 4Q outlook on weak sales | news.moneycentral.msn.com
Author: GLG Member Program Contributor
Finlay with others stores experienced lower sales in its 4Q inj 2007. Finlay shares are alos down because of it.
Mahesh Khera Posted January 23, 2008
With rapid decline in mobile ARPU, the next wave is a home multi play business waiting to facilitate the e-delivery of services like health, education, governance, entertainment etc.
Analysis of: Report: North America now leads on data ARPU | www.fiercemobilecontent.com
Author: Mahesh Khera, Head - Corporate Strategy and Business Excellence Reliance Communications Ltd
Countries need health, education, governance, entertainment services etc for their millions of people, particularly in semi urban and rural areas. Thus, to meet this never ending demand, there is a need for creating a  self expanding framework of multi play  infrastructure through which...
Posted January 23, 2008
Lampert Reorganizing Sears Amid Praise & Criticism
Analysis of: Sears to break into several companies | money.cnn.com
Author: GLG Member Program Contributor
Edward Lampert, Sears chairman and investor, is reorganizing Sears into several companies, or units, in an attempt to improve sales. Mr Lampert is making the changes amid both praise and criticism for the reorganization. Mr Lampert is applying a theory of management known as complexity theory...
Posted January 22, 2008
How can more change improve the situation?
Analysis of: Sears to break into several companies | money.cnn.com
Author: GLG Member Program Contributor
- Separating the brands from Sears & KMart will only be a benefit if the retail organizations go down altogether. - Excessive change at Sears Holdings is a large part of the problem today.     
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