All GLG News Analyses Filed Under: Retail

Zale traded margin for sales growth and still expects to lose 40 cents to 45 cents per share in its third quarter.  The question for investors is can the company improve sales and profitability during Christmas 2008 (FY 2009) using the same underlying tactics?  Here's why investors...

It appears that the Macro economic factors that have plagued US retailers are taking hold in Europe. It is likely that Discounters should do well. Department stores continue to struggle and the best specialty stores should gain market share and continue to do well in Europe. A global footprint is a...

Chairman Lampert would have prospective investors believe Sears' problems are because of the recession.  That's understandable, since he isn't likely to admit that he blew it squandering billions on overvalued stock buy backs, while reducing its retail business to the worst operation in the...

Eddie Lampert came up with about a half dozen excuses for lousy performance that in 40 years of listening to retailers use excuses about the weather, fashions, the weather, early or late holidays, the weather, and many other tired cliches, I had not heard before. While in this annual meeting he...

Amazon's lawsuit may be more about the viability of sales and use taxes to collect state revenue than about one e-commerce company collecting New York sales tax.  Here's why.

In these tough economic times, there will be a desperate push to make money in any way, but at what cost?  Tying outlets more closely may damage the mother brand.  Damaging a brand that has been built over decades for a quick bump to quarterly, or yearly, profit is shortsighted and...

Another hedge fund-owned retailer bites the dust! As readers of GLG News know by now, this writer has a thing against retailers using deceptive PR practices to deflect blame from lousey management. This is not a recession related bankruptcy!  In an effort to provide a more realistic context...

If western retailers can expand into the emerging BRIC markets, than it would most likely be Li & Fung who paves the way. As the world’s pre-eminent apparel supply chain manger Li & Fung obviously has those retail relationships firmly at hand. Dr. Fung has astutely identified the next wave of...

While early first quarter earnings have been better than expected and liquidity has improved in the credit markets, there is no sustainable consumer spending rebound insight.  That's bad news for retailers and investors alike. 

Overseas expansion into mature Western-like countries has been hit and miss for many US retailers.  Despite the potential profits, opening stores in emerging countries like Russia, Brazil, India, and China is even more risky.   Here's why