All GLG News Analyses Filed Under: Retail

Real Change or More of the Same

July 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Zale loses top marketing executive, controller | www.dallasnews.com

The replacement of Steve Larkin at Zales is indicative of what is beginning to happen throughout the country in not only the Retail arena but most industries.  During economic downturns, those companies having difficulties weathering the storm begin to look at key associates’ performance on Executive and upper management teams.  How much of this desire for change is sincere and not merely a front to “appear” new and improved?

Nicholas WhitePresidentWhite & Co

Zale Stock Makes Overvalued List

July 9, 2009

Analysis of:15 Overvalued Small Caps from Russell 2000 | seekingalpha.com

Zale stock has been singled out as one of the best performers in recent weeks, but that may be changing.  Here's why.

Nicholas WhitePresidentWhite & Co

Jewelry Industry Unwilling or Unable to Deal With Finlay's Risk

July 9, 2009

Analysis of:IDEX Online Research: Finlay’s Odds for Survival Not in Its Favor | www.idexonline.com

Finlay's failure to downsize may be a consequence of the recession.  On the other hand, it may be part of long term liquadtion plan structured to benefit secured creditors at the expense of others debtors like the jewelry trade.  Regardless, here is why the industry needs a better way to manage financial risk.

Nicholas WhitePresidentWhite & Co

Zale(ZLC) Bleeds Human Capital and Cash Too

July 8, 2009

Analysis of:Zale loses top marketing executive, controller | www.dallasnews.com

Zale loses more than a markleting executive and a controller.  Here's more.

Nicholas WhitePresidentWhite & Co

Wall Street's Alchemists Tout Securitization

June 29, 2009

Analysis of:Study Says Securitization Lowers Credit Costs, Expands Supply | seekingalpha.com

Despite its track record, pundits tout the benefits securitization.  Here's more.

Nicholas WhitePresidentWhite & Co

Jewelry Not So Prime In Walmart

June 25, 2009

Analysis of:Wal-Mart gives prime placement to fine jewelry | www.nationaljewelernetwork.com

Despite some evidence to the contrary, fine jewelry may be less important to Walmart.  If so, that would be good news for small specialty jewelers if they choose to take advantage of the opportunity.  Here's more.

Kenneth LeonardPrincipalLeonard Associates

A Worthwhile Summary

June 24, 2009

Analysis of:National Retailer Risk Tracking | blog.retailtrafficmag.com

I just wanted to share this work with my GLG News readers. Although it is not perfect, my friends at Madison Marquette went to a lot of trouble to gather all the recent public comments about many of the leading mall retailers and present a list of those they think are most at risk of going under.

Expansion Critical to Fresh & Easy's Operating Outlook

June 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:Fresh & Easy Plans Fresh Stores, Products | www.retailerdaily.com

Although an improbably small percentage of Tesco's overall volume and profit, the potential for the US operation to reach significant scale makes keeping a critical eye on the performance necessary.  Fresh & Easy's operating loss may have been deeper than expected.  However, financial modeling suggests at this stage of development, operating profit was unlikely.  The only option available is to expand the store count and the product offering, leveraging fixed operating costs and infrastructure expenses while creating greater economies in logistics, marketing and local sourcing.  Even if the additional 5 California stores do not stem the red ink, Fresh & Easy must continue to expand or fold the division.

Outlook for Walmart

June 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments | seekingalpha.com

In aggregate, shoppers will not stay overly thrifty when times are better, but Walmart is using this time to improve their merchandising and their place in customers' lives.  They have a strong hand. Many of their competitors are not moving ahead in merchandising during this recession.  Walmart is. Walmart's performance outside the US is more important than the US in terms of contribution to their long term growth.

Pent up demand does not lie in discretionary retail assortments

June 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments | seekingalpha.com

Year over year comparatives and expectations for pent up demand do not capture the fundamental shift in spending habits experienced over the past 9 months.  Moreover, the Goldman Sachs viewpoint ignores the broad based nature of the retail recession.  Discretionary retailers will not be the first to rebound, rather, hard goods and household necessities, followed by value priced apparel should provide the greatest short term return.  Overall, the author is correct in his belief that WMT represents a continued value play at its current price.

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