All GLG News Analyses Filed Under: Retail
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
November 30, 2007
Sears utilization of Land’s End Brand Equity makes the Restoration Hardware acquisition something other than a “retail” play
Analysis of: Sears makes tentative offer for Restoration Hardware |
www.chicagobusiness.comSears utilization of Land’s End Brand Equity makes the Restoration Hardware acquisition something other than a “retail” play
-Sears has done nothing to maximize, let alone exploit the Land’s End Brand. This is really one of the most overlooked stories in the retail sector since the acquisition by Sears.
Analysis of: Retailers lure exhausted shoppers online |
www.msnbc.msn.com
I was at home watchig thousands of people spending the night to crash stores. I watched carts overfilled with product and long lines at the registers. I opened the paper to see deep discount coupons.
Analysis of: Did Wal-Mart Crics Make Their Case at Hearings? |
www.americanbanker.com
To prevent the mortgage meltdown from spreading to payment cards, Congress will suspend aggressive reforms against bankcard lenders and other government pressure (from the feds and perhaps the DoJ) will help to minimize their risks in the interchange antitrust lawsuits. Thus what Paulson...
November 29, 2007
Sears Chairman Purchases 16.7 Million Shares Of Home Depot Stock... Foresight Or Wishful Thinking?
Analysis of: Sears makes tentative offer for Restoration Hardware |
www.chicagobusiness.comSears Chairman Purchases 16.7 Million Shares Of Home Depot Stock... Foresight Or Wishful Thinking?
Sears chairman Edward Lampert purchased 16.7 million shares of Home depot stock. Was this a prudent decision made with foresight and strategy or wishful thinking on his part?
Analysis of: Topshop going global |
www.wwd.com
Retail is a global game. The top global retailers are getting into a good position in the USA and will be serious competition in the years ahead. Top shop, Karen Millen and Mango will all have flagships in NYC shortly.
Analysis of: Tiffany awaits verdict in eBay lawsuit |
www.nationaljewelernetwork.com
Tiffany is awaiting verdict in a lawsuit claiming that eBay is a distribution network that allows counterfeit Tiffany items to be sold. The verdict could set a precedent impacting other internet retailers.
November 28, 2007
Restoration Hardware Deal More About Martha Stewart Omnimedia than a Sears Turn Around
Analysis of: Sears makes tentative offer for Restoration Hardware |
www.chicagobusiness.comRestoration Hardware Deal More About Martha Stewart Omnimedia than a Sears Turn Around
Don't underestimate the role a disloyal supplier and a bruised ego could play in the Restoration Hardware deal. Here's why.
Analysis of: Retailers lure exhausted shoppers online |
www.msnbc.msn.com
Big numbers notwithstanding, neither online retailers nor the bricks and mortar ones can bank November sales increases, even the unprofitable ones. Here's why.
Analysis of: Sears makes tentative offer for Restoration Hardware |
www.chicagobusiness.com
Mr. Lampert's long awaited bid for another retailer has finally been revealed. He has made a bid of $6.75 per share ($.05 above the offer made by Catterton Partners and $3.75 higher than the bid he submitted several weeks ago) for Restoration Hardware Inc. This, and the many articles...
Analysis of: Zale 1Q loss widens as jeweler cuts forecast, cautious holiday outlook |
www.chron.com
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of 994Zales is taking a cautious holiday outlook. Caution is warranted due to a combination of lower earnings, product positioning, and recent declines in share prices.
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