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All GLG News Analyses Filed Under: Retail

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Posted April 29, 2008
Li & Fung boss predicts BRIC retail expansion
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: GLG Member Program Contributor
BRIC: 1.  Upper to Middle class is growing exponentially in Russia, India and China 2.  Brazil is trailing but when you can overcome the tariffs it has good potential 3.  USA retail can be positioned with the right partner
Posted April 29, 2008
Li & Fung boss predicts BRIC retail expansion
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: GLG Member Program Contributor
Governmental restrictions vary from market to market, existing shopping patterns are extremely differentiated, and cultural barriers are not the same within the BRIC market.   Successful penetration of each of these will require different approaches, processes, and skill sets.  They are...
Patrick Kelly Posted April 29, 2008
The Emerging Markets Are Now A Must For All Major Retailers
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: Patrick Kelly, Managing Director Retail 1st
The new Emerging Markets are here to stay and will totally change the Retail map of the world. US and European Retailers who wish to grow over the coming years MUST step up their International Expansion plans. There is a real need for "Isolationist" Retailers to wake up to these major opportunities...
Patrick Kelly Posted April 29, 2008
The new Emerging Markets are here to stay and will totally change the Retail map of the world.
Analysis of: Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Author: Patrick Kelly, Managing Director Retail 1st
US and European Retailers who wish to grow over the coming years MUST step up their International Expansion plans. There is a real need for "Isolationist" Retailers to wake up to these major opportunities before it is too late and a "New World Order" has taken shape without them! 
Posted April 29, 2008
Retailers Get Stingy With Data
Analysis of: Retailers Get Stingy With Data | www.blueridgenow.com
Author: GLG Member Program Contributor
If retailers become too stingy with issuing guidance and monthly sales data the result may well cause more market volatility rather than less.  Even the savviest investor may not be prepared.
Posted April 28, 2008
Kroger, Sears and other retailers have eyes on governmental rebate checks!
Analysis of: Kroger, Sears and other retailers have eyes on governmental rebate checks! | www.msnbc.msn.com
Author: GLG Member Program Contributor
Government rebate checks will be hitting the markets very soon.Retailers may be offering a flurry of special promotions trying to get consumers. The key question is; how effective will these promotions be during this time of economic uncertainty? The result of these promotions may “consumer buying shifts”,...
Nicholas White Posted April 24, 2008
Will Zale Prosper During the Down Turn?
Analysis of: Zales vs. Peers: Possible Difficulties Ahead | seekingalpha.com
Author: Nicholas White, President White & Co
It’s problematic whether Zale is a good quarter to quarter play during the current down turn.  But it ‘s even more uncertain if it will be a successful turn around in this decade.  Here's why.
Nicholas White Posted April 24, 2008
Are Retailers Too Optimistic About Mother's Day Sales Potential?
Analysis of: Mother's Day expected to generate $15.8B in sales | www.bizjournals.com
Author: Nicholas White, President White & Co
The NRF's Mother's Day survey seems to overstate Mother's Day sales potential.  Here's a contrarian's point of view.
Nicholas White Posted April 22, 2008
Many Retail LBO's or Hedge Fund Buyouts May End In Bankrupcy
Analysis of: Retail chains forced to reorganize in face of economic downturn | www.smartbrief.com
Author: Nicholas White, President White & Co
The eventual consequence for many retailers who are bought  through LBO’s or acquired by hedge funds may be bankruptcy or liquidation.  Here's why.
Posted April 21, 2008
J.C. Penney Guts First-Quarter Earnings Forecast
Analysis of: J.C. Penney Guts First-Quarter Earnings Forecast | community.investopedia.com
Author: GLG Member Program Contributor
Is American Living managing to live up to the expectations? That would depend on whose expectations; Wall Street or management.  If strategic direction is prepared with a time horizon of three months than based on JC Penney’s revised forecasts American Home can be deemed a failure. But, that is...
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