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All GLG News Analyses Filed Under: Retail

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Jeffery McNulty, Store Co-Manager
The Home Depot Inc
Analysis of: Retailers lure exhausted shoppers online | www.msnbc.msn.com
With the top two home improvement retailers( Home Depot & Lowes) reporting lack luster third quarter results, is the market outlook for 2008 a mirror image of the 2007 season?
Analysis of: New Safeway Business Takes Root: As Supermarket Profit Growth Slows, Appetite for Gift Cards Grows | online.wsj.com
Blackhawk Network is the gem within Safeway. It’s well established within the still adolescent prepaid-card-distribution industry, enjoys a network effect, and because of better operating margins and growth prospects deserves to command a much richer valuation multiple than its grocery parent. If however...
Analysis of: Retailers lure exhausted shoppers online | www.msnbc.msn.com
Traditions are hard to break.  The Friday after Thanksgiving is no exception.  People plan on that day to be their shopping day, but is it the biggest shopping day of the year?
Analysis of: Vera Wang Set to Dress Up Kohl's | online.wsj.com
First things first. Will a big name suffice for driving business? The answer lies in the question. The name got bigger because it served a specific purpose in the consumers mind driving satisfaction.
Jeffery McNulty, Store Co-Manager
The Home Depot Inc
Analysis of: Retailers lure exhausted shoppers online | www.msnbc.msn.com
PetSmart reported net sales for the third quarter of 2007 were $1.12 billion, compared to $1.03 billion for the same period in 2006, and comparable store sales -- or sales in stores open at least a year -- grew 1.4 percent in the third quarter, on top of 6.8 percent in the same period in 2006.
Analysis of: Retailers lure exhausted shoppers online | www.msnbc.msn.com
-Consumer confidence -Outlook for remainder of Holidays -Can it save the consumer electronics year        
December 6, 2007
Kohl's playing dress up?
Analysis of: Vera Wang Set to Dress Up Kohl's | online.wsj.com
-If this pays off will Wal-Mart and other retailers open up to more trendy clothing -Will a name be enough to drive business into the stores -Will this somehow dilute Vera Wang's name
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Swatch to Manufacture Tiffany Watches | www.idexonline.com
Tiffany's joint venture with The Swatch Group is a piece of the company's strategy designed to cash in on the reservoir of value in the Tiffany brand name.  Lucrative for Tiffany and shareholders alike, its success is far from certain.  Here's why.
December 4, 2007
S&L Debacle Is Repeating
Analysis of: Did Wal-Mart Crics Make Their Case at Hearings? | www.americanbanker.com
I wholeheartedly agree that as the crisis in Subprime plays out, we will see a repeat of everything that happened during the S&L debacle.  I never believed, even as I heard assurances from Treasury Secretary Nicholas Brady, that it would never happen again.
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Lampert vs. Sears' critics: Who's right? | money.cnn.com
Lampert's protests of bad press are more defensive than persuasive which leads shareholders to the conclusion that Sears' Chairman may not see the difference between good cost management and a reduction in competitive advantage.  But press clipping should be the least of...
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