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All GLG News Analyses Filed Under: Retail

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does Zale (Zlc) Choose Unwisely Again?

July 24, 2009

Zale Names Richard A. Lennox as Its New Chief Marketing Officer | www.businesswire.com

Zale's selection of its new chief marketing officer is symtomatic of management's misguided view of what's wrong with the company and what it will take to turn the company around. Here's more.

Wal-Mart Laptop Market

July 23, 2009

GLG Expert Contributor

Wal-Mart's got hot deals on laptops | www.usatoday.com

Wal-Mart hopes to reboot the retail market by turning its attention to selling tech-filled laptops, for the same price, as you would buy pint-sized-tech less laptops. Increasing the discount retailers campaign to this new market segment could start, and accelerate "price wars" dramatically lowering prices across the board. Wal-Mart is looking also to renovate PC displays in a third of their stores to make their PC/Laptop section more easily navigated by customers.

Marketers: This is worth exploring

July 21, 2009

GLG Expert Contributor

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

WMT is publicly suggesting that it's vendor community shift marketing spend from traditional mass media to alternative media developed specifically by WMT.  The clear intention is to factor this spend decision into the amount of business WMT does with each vendor/marketer.  The initial response has been to decry this as another "strong arm" effort by WMT to obtain marketing funds.  Alternatively, this could be an eye opener for branded marketers, and an unprecedented opportunity.

Grocers Turning Plastic Bags into "Green" Cash

July 20, 2009

GLG Expert Contributor

Grocers slash plastic bag usage by 48% | www.retail-week.com

Major grocery retailers such as Asda, Marks & Spencer, Sainsbury's are able to lower their costs by taking advantage of the public's view on environmentalism while at the same time getting positive press for lowering customer service levels.

FMCG brands need to consider the value they deliver to the consumer

July 20, 2009

GLG Expert Contributor

Private Label Programs Take Off | www.brandweek.com

Given the weak economic scenario, cheaper private labels are a win-win for both retailers (extra margin) and consumers (lower prices).

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does Zale's(ZLN) Overlooked Distraction Make a Turnaround Less Likely?

July 15, 2009

IDEX Online Research: Piercing Pagoda is Zale’s Over-Looked Stepchild | www.idexonline.com

Despite Piercing Pagoda's current sales performance, the business may be making it more difficult for management to get its core business back to profitability.  Here's more.

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

DeBeers Restructuring May Mean Lower Diamond Prices

July 15, 2009

De Beers Finances, Contd. | www.jckonline.com

DeBeers' restructuring further complicates diamond pricing in the midst of declining demand.  Here's more. 

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tiffany's (TIF) Outlook Uncertain

July 12, 2009

Tiffany First Quarter Sales, Profit Decline | www.idexonline.com

Always a well managed business, Tiffany faces a host of uncertainties that are out of management's control for the time being.  Here's more.

Sears Christmas Lane Annoucement Raises Many Questions

July 12, 2009

GLG Expert Contributor

Christmas in July? | www.retail-merchandiser.com

The July 12 annoucement of the Sears early launch of the Christmas selling season raises a number of questions including: 1) the lay away plan details, 2) the impact on store inventories, and 3) whether this is merely an attempt to prop up monthly sales in anticipation of a poor back-to-school season.  

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sears (SHLD) Eyes Early Sales For Christmas 2009

July 10, 2009

Christmas in July? | www.retail-merchandiser.com

Sears hasn't shown much retailing leadership for years, but may be there is still one good retailer left in the company.  Here's more.

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