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All GLG News Analyses Filed Under: Retail

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Nicholas White Posted May 22, 2008
Publicly Traded Jewelers Lose Market Share to Smaller Chains and Independents.
Analysis of: Despite record-high gold prices and gloomy economic forecasts, jewelers and suppliers are learning to cope. | www.jckonline.com
Author: Nicholas White, President White & Co
Large publicly traded jewelry chains, department stores, and discounters are losing sales to smaller jewelry chains and independent jewelers.  Here's why.
Posted May 21, 2008
Macys current performance
Analysis of: Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Author: Frank Frystak, President Frystak Associates
Macys in store servicing of current customers is a key to there growth in this very tough retail climate. There addition of new branded merchandise catagoires , Ie Martha Stewart, Donald Trump , etc. gives them a creative edge to be competative in the next 2 qtrs. The jury is out for most better retailsers...
Posted May 20, 2008
Macy's Same-Store Sales Down 2.6%
Analysis of: Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Author: GLG Member Program Contributor
MACY'S REFLECTS WHAT MAJOR MID LEVEL RETAILERS SHOULD EXPECT THIS YEAR. LOWER SALES, AGGRESIVE PROMOTIONS, AND LOWER MARGINS. MANAGEMENT IS MAKING INTELLIGENT DECISIONS WITH INVENTORY REDUCTIONS, AND ANTICIPATING CONTINUED SLOWING IN RETAIL SALES, REDUCED MARGINS WILL CONTINUE. EXPECT A LOWER BOTTOM...
Posted May 20, 2008
No Letup in Bad News: Major Stores Report Steep Drops in Profit
Analysis of: No Letup in Bad News: Major Stores Report Steep Drops in Profit | www.wwd.com
Author: GLG Member Program Contributor
While the economists  wait for more data before  declaring a recession, the affluent market has clearly recognized the poor state of the economy. In a new survey of the wealthiest 10% of US households, the index of 52 for current business conditions represents a sharp drop of 56 points from...
Nicholas White Posted May 20, 2008
Will Macys' Operating Earnings Continue to Decline.
Analysis of: Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Author: Nicholas White, President White & Co
Macys' performance is less one of a slowing economy, as much as it is about basic merchandising and value at the local and regional level.  Here's why earnings may continue to decline at Macys.
Nicholas White Posted May 20, 2008
Will Stretched Consumers Drive Signet Sales Lower
Analysis of: Credit crunch hits middle classes | www.theretailbulletin.com
Author: Nicholas White, President White & Co
Both Signet's short term sales growth and long term repositioning strategy may be in jeopardy as UK economy contracts.  Here's why.
Posted May 19, 2008
No Letup in Bad News: Major Stores Report Steep Drops in Profit
Analysis of: No Letup in Bad News: Major Stores Report Steep Drops in Profit | www.wwd.com
Author: GLG Member Program Contributor
This season the two most important managerial issues to ensure profitability for apparel retailers will be inventory management and cycle time reduction. Those retailers that can accomplish those tasks may not have great seasonal comps, but they will have respectable earnings.
Posted May 15, 2008
J.C. Penney expansion plans include mall exodus
Analysis of: J.C. Penney expansion plans include mall exodus | www.smartbrief.com
Author: GLG Member Program Contributor
1. Mall traffic will suffer 2. Covenience of on stop shopping for the Penny's customers will be lost 3. Will give Penny's the opportunity to enter markets with no regional or national mall presence.
Posted May 15, 2008
Not Your Grandma's Private Label
Analysis of: Not Your Grandma's Private Label | www.privatelabelbuyer.com
Author: GLG Member Program Contributor
Retailers of just about any type of product are looking to reenergize their own private labels.  They do not want to compete head to head  on the exact same national brands offered throughout retail.  They view private labels as a way to build store loyalty, increase profits and reduce...
Nicholas White Posted May 15, 2008
Is Blue Nile STILL an Internet Growth Company?
Analysis of: Blue Nile shares rise as profit falls but beats expectations | news.moneycentral.msn.com
Author: Nicholas White, President White & Co
Blue Nile continues to be priced as if it were a Internet growth company.  Here's why that may be a mistake.
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