All GLG News Analyses Filed Under: Retail

Nicholas WhitePresidentWhite & Co

Will Second Half Jewelry Sales Disappoint?

August 6, 2009

Analysis of:Sluggish July sales show tight-fisted consumers | www.forbes.com

Despite all the media spin about the economy stabilizing, jewelers are likely to face bigger declines than expected during the second half. Here is why.

Radio Shack "Has" the Answer... Will They See It?

August 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Even CEO Can't Fgure Out How Radio Shack is Still in Business | www.theonion.com

Radio Shack has the vehicle to turn things around... a hidden strength that competitors can't touch. The key to profits isn't always about the most product, foot traffic, or anything other than actual "profit"... and the Shack has an fast profit vehicle if they refocus from major markets where they have neither the image, products, or appeal to compete. Radio Shack can still drive nice results by looking in their own back pocket . They will find a unique footprint where others can't go!

Retail Sales Down Due to Swine Flu....Really????

August 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:Fashion sales suffer as swine flu rocks consumer confidence | www.retail-week.com

It makes no logical sense to infer that retail sales continue to slide due to the swine flu! More plausible reasons include: - Unemployment approaching 10%;- Current workforce reduced confidence in economic recovery;- Imposition of state and federal taxes for sales, gasoline, energy services, and "sins";- Unsurety of impacts from health care and energy reforms on average household;

Carbon Cap & Trade- The 2010 Global Supply Chain Budget Risk

August 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:The Big Debate: Supplier risk research is a waste of time | blog.procurementleaders.com

Procurement executives have had a long standing supplier management debate when it comes to managing corporate risk. There seems to be two very strong opinions to mitigating risk. The winning side depends on a number of variables and corporate risk tolerance. The near term CPO budget depends on the enterprise's tolerance for risk.

Roger DavidsonRetail Food & Drug ConsultantSelf Employed

Time to Reposition Hills

August 2, 2009

Analysis of:Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

Sears Christmas Lane Execution Raises More Questions

July 31, 2009

Analysis by: GLG Expert Contributor

Analysis of:'Twas 147 Shopping Days Before Christmas | online.wsj.com

While this article chronicled the positive and negative reactions by consumers to the July "launch" of the Christmas selling season by many retailers, buried within it were a few sentences that would make one believe that Sears still has a long way to go. Whether it is budget constraints or simply impatience, Sears appears to be in a chronic test mode where ideas, good or bad, are trotted out into a handful of stores or on line and then left to twist in the wind.

Nicholas WhitePresidentWhite & Co

My View: The State of the Retail Jewelry Business

July 31, 2009

Analysis of:IDEX Online Research: Retail Jewelry Prices Down, Supplier Prices Up. How Much Longer? | www.idexonline.com

The next six months are the decisive period for the jewelry industry. Here why change is necessary and why it may arrive to late for many jewelers, large and small alike. Here's more.

America's Affluenza: The End of An Era

July 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Rebalancing the world economy: America Dropping the shopping | www.economist.com

One highly visible result of the ‘Great Recession’ is the vast number of high-end retail stores and shopping malls across the US which stand deserted and forlorn.  Where have all the consumers gone? Are they standing in the unemployment line or are they hunkered down in their current jobs doing all they can to hang on to every dollar they have?  Or perhaps the ‘Great American Consumer’ has finally been cured of its case of consumerism and Affluenza. 

Private Label Dynamics

July 27, 2009

Analysis by: GLG Expert Contributor

Analysis of:Private Label Programs Take Off | www.brandweek.com

Several macro-social factors are at work influencing the uptake and acceptance of private label products across previously low penetration segments.  Combined, these lead to greater penetration, broader acceptance, and probable long term sustainability.  Consumer attitudes, information access, and lack of product development are keys to understanding the shift.

Nicholas WhitePresidentWhite & Co

Walmart, Beware a Juggernaut Swinging Sticks and Bearing Gifts.

July 25, 2009

Analysis of:Walmart Browbeats Marketers for Bigger Slice of Their Ad Budgets | adage.com

Whether Walmart is using strong arm tactics to convince consumer product goods companies to use their alternative media to advertise isn't clear, but what is clear, the retail juggernaut is seeking to further crush its remaining competition. Here more.

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