All GLG News Analyses Filed Under: Retail

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...

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...

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...

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.

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.

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...

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

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...

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...

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.