All GLG News Analyses Filed Under: Retail

Nicholas WhitePresidentWhite & Co

Zale-Management's Last Chance?

September 19, 2009

Analysis of:UPDATE 1-Zale to restate 2008, some 2009 results | cn.reuters.com

Zale says it will won't report FY 2009 numbers until October 29. Ninety days late and effectively six months since shareholders have seen any numbers for a company expected to lose millions. Obviously, Zale is betting good first quarter news will make everything alright. Maybe so, maybe not. But if management is wrong, look for more changes in the executive suite. Here's more.

French Connection: possibly the first steps only

September 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:French Connection posts loss | www.retail-week.com

Closing stores and trimming overhead are appropriate and time honored steps for retailers to make in response to the current economic climate.  Given that the weakness is primarily in the US and wholesale channels, it's not clear that this is addressing any underlying causes as opposed to trying to stop the bleeding.

Cathy StaufferFounderCathy Stauffer Consulting

Pop Up Retail Can Prop Up Retail Results

September 16, 2009

Analysis of:For Toys 'R' Us, Holidays Are Open and Shut | online.wsj.com

Whether it's for a week or for a season, Pop-Up stores can be one of the most efficient and exciting ways to extend brand reach, relevancy and access, generating both immediate direct response sales and long term brand building. While it’s not a new concept, with lots of available retail space and motivated landlords anxious to boost occupancy and traffic, it is particularly timely for creative and opportunistic companies looking to gain mind share and market share.

Kenneth LeonardPrincipalLeonard Associates

Is Blockbuster Going the Way of Hollywood Video?

September 16, 2009

Analysis of:Blockbuster Closing Up to 960 Stores by End of 2010 | blog.retailtrafficmag.com

Blockbuster just announced an increase in store closing from 685, ( the number announced on September 15th, 2009 ) to 960. While this is not a fatal blow, it certainly is a leading indicator of some serious problems that the GLG reader should be aware of.

Other IFF Plants Likely to Close

September 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:International Flavors Mulls Plant Closures | www.flex-news-food.com

Flavor and Fragrance Companies such as IFF, are seeking to justify plant capacity and capabilities based on demand and location. Asia and South America will gain in the process.

The Driver for The De Beers Marketing Campaign

September 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:The Everlon Diamond Knot | www.jckonline.com

The marketing campaign can be viewed as a "test" campaign to determine whether other products can be individually branded in this manner.The question is, does De Beers have enough money to finance an ongoing campaign that it hopes can renew its image?

Nicholas WhitePresidentWhite & Co

DeBeers Advertising-A Knotty Problem for the Diamond Industry

September 15, 2009

Analysis of:The Everlon Diamond Knot | www.jckonline.com

Debeers' new advertising campaign is as much an example of the chaos in the diamond industry as are the continued sales declines. Here's more.

Nicholas WhitePresidentWhite & Co

Lehman Bros Collapse-A Lesson Still Unlearned

September 15, 2009

Analysis of:Shifting Consumer Values | www.retail-merchandiser.com

Lehman Bros' collapse was an epic earthquake that nearly destroyed the U.S. financial system. A year later, there are still aftershocks and the remainder of our financial institutions isn’t really that different. Clearly, we haven't learned much from the event, especially when it comes to economics and policy-making. Here's more.

Jason KraOwnerTotal Sports Resources

Value is the name of the game for q3 + q4

September 14, 2009

Analysis of:Gap, American Eagle Sales Top Analysts’ Estimates | www.bloomberg.com

People ask if we have turned the corner on a recession. They say the positive / stability of sales to plan is a indicator that we have turned the corner to recovery. I say the opposite. Gap , American Eagle, plus a slew of other mall based retailers who are achieving and beating their plans are doing so because the consumer is reacting to value. Value is king now and retailers who provide a better value equation compared to others will win market share in this level off period.

Nicholas WhitePresidentWhite & Co

Signet Out Performs, While Zale Stumbles

September 9, 2009

Analysis of:Zale Corporation Postpones Fourth Quarter Results | www.reuters.com

Signet out performs the market as Zale stumbles again. Here's more.

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