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All GLG News Analyses Filed Under: Retail

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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.
Nicholas White Posted May 12, 2008
The Mall Is Dead.."Long Live the New King"
Analysis of: J.C. Penney expansion plans include mall exodus | www.smartbrief.com
Author: Nicholas White, President White & Co
The mall is dead, at least ins so far as ownership of the consumer is concerned.  However, retailers have been slow to react.  J. C. Penney is one company that sees the strength of a diversified real estate portfolio.  Here's why retail companies that move off mall will be the winners...
Posted May 12, 2008
Circuit City Critic Stirs It Up
Analysis of: Circuit City Critic Stirs It Up | online.wsj.com
Author: GLG Member Program Contributor
As an executive in this industry I think it is important to share a scenario that these recent activities may play into. Mark Waddles owns Wattles Capital Management. Mark was the founder of Hollywood Video and Game Crazy video game entertainment stores. Mark also owns Ultimate Electronics. When you...
Posted May 12, 2008
Lululemon Says May Benefit From Tough Times in the US
Analysis of: Lululemon Says May Benefit From Tough Times in the US | www.reuters.com
Author: GLG Member Program Contributor
Lululemon is a great retailer. It's high dollar per square foot performance and like for like sales growth are incredible in this current market. It has the niche and the company culture of a winner. With 35 stores in the USA it has major white space here and globally. Yoga is not a trend that looks...
Posted May 12, 2008
Signet Q1 group like-for-like sales down 2.5 pct
Analysis of: Signet Q1 group like-for-like sales down 2.5 pct | www.reuters.com
Author: GLG Member Program Contributor
Signet Group's same-store sales in first quarter fell 2.5 percent. Total sales rose 1 percent to $822.3 million, for the quarter ending May 3, 2008. Group performance is poor in US but doing fine in UK, what should we call it?
Posted May 12, 2008
UPDATE 1-Zale 3rd-qtr sales up but expects loss
Analysis of: UPDATE 1-Zale 3rd-qtr sales up but expects loss | www.reuters.com
Author: GLG Member Program Contributor
Zale Corp posted a 5.8-percent increase in third-quarter same-store sales, boosted by markdowns, but said it expected a loss in the period as gross margins were hurt by those markdowns. Total sales for the quarter, which ended on Apr. 30, rose 6.3 percent to $477 million. Do we know what advantages...
Posted May 12, 2008
Bankruptcy Protection for Retailer
Analysis of: Bankruptcy Protection for Retailer | www.nytimes.com
Author: GLG Member Program Contributor
Less competition Better price Very good selection with a focus on newness
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