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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted January 11, 2008
Zale's Dismal Results Likely to Continue Despite New CEO
Analysis of: WRAPUP 1-Jewelers Zale, Finlay, Signet cut forecasts | www.reuters.com
Author: Nicholas White, President White & Co
Investors should be skeptical that Zale's new CEO will be successful as the board micro manages the business.
Posted January 10, 2008
Richard Breeden Shows Confidence, Increases Stake In Zale Jewelers
Analysis of: Breeden continues building stake in jeweler Zale | www.reuters.com
Author: GLG Member Program Contributor
Richard Breeden of Breeden Capital Management has increased his holdings of Zale Corp claiming that the company is undervalued. An activist investor, Mr Breeden has stated, that he may initiate a major transaction in the company in the future.
Posted January 10, 2008
Real Testing Time
Analysis of: Post-Christmas Week Sales +2% | www.diamonds.net
Author: GLG Member Program Contributor
According to a servey US Economy is facing a Big Recession in last 16 years. Beacuse of its adverse effect Christmas Sales are down and sales are very low then expectations. And its is also beacuse of High Gold Prices and compitition against US Dollars.
Posted January 10, 2008
Breeden Eyes on Zale
Analysis of: Breeden continues building stake in jeweler Zale | www.reuters.com
Author: GLG Member Program Contributor
Breeden aims on Zale and became a Stake Holder in Zale INC. They want to be in management to improve things in Zale and want to work for it.
Nicholas White Posted January 9, 2008
Breeden Capital Draws To An Inside Straight Accumulating More Zale Stock
Analysis of: Breeden continues building stake in jeweler Zale | www.reuters.com
Author: Nicholas White, President White & Co
Dollar averaging down, Breeden Capital reduces its break-even point for its stake in Zale as it considers alternative exit strategies.   
Gregg Kail Posted January 8, 2008
How Dangerous is the IPO of Danger Inc.?
Analysis of: Danger IPO Announced | www.wirelessweek.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
As the smartphone market becomes a highly competitive space, the Danger Inc. IPO has the implications of trying to exploit their “firsts” of a full keyboard, Web content access and messaging.
Gregg Kail Posted January 7, 2008
Vodafone’s bid for Carphone impacting Verizon in Best Buy
Analysis of: Carphone Leaps on M&A Talk | www.lightreading.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
The speculation of Vodafone acquiring Carphone Warehouse could change the wireless retail operations in U.S. Best Buy stores to become exclusive agents for Verizon Wireless.
Jack Sayer Posted January 4, 2008
And Then, There Is Automotive Retailing
Analysis of: Retailers pick 2008 trends | www.kansascity.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The outlook for automotive retailing in 2008 looks grim, this on the heels of the worst sales year in a decade.
Posted January 2, 2008
Santa Claus brings a Different Bag of Toys to Brazil this Christmas
Analysis of: Brazil's Real Rises on Global Stocks, Country's Credit Rating | www.bloomberg.com
Author: GLG Member Program Contributor
Extended access to credit at a lower cost for Brazilian consumers will leverage Christmas sales across unusual industries in 2007.  Items that have dominated Christmas sales historically, such as clothing, shoes, cds/dvds and cosmetics, will continue to be important, but will not be the central...
Nicholas White Posted January 2, 2008
Turning Points That Will Define Retailing In 2008
Analysis of: Retailers pick 2008 trends | www.kansascity.com
Author: Nicholas White, President White & Co
Turning points are all about permanent changes in the behavior of consumers and the retail environment.  Retail managers that recognize them and tailor their organizations to respond to the changes will be the big winners.  Here are six turning points that may make a difference. ...
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