All GLG News Analyses Filed Under: Retail
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Posted June 3, 2008There is no room in the middle
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: David Workman, Executive Director PRO Buying Group
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
Posted June 2, 2008Sears' Investors Face Certain Loss.
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: Nicholas White, President White & Co
Years of sales declines and current operational loses, probably means Sears can't be saved. Here's why.
Posted June 2, 2008
Where's The Party At?
Analysis of: Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com
Author: GLG Member Program Contributor
Where's The Party At?Analysis of: Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com
Author: GLG Member Program Contributor
Sears is very late to the party. Urban fashion has been dead nearly three years in most urban retail centers. Fashion has shifted from "urban" to "street" in the last year or so. Urban retail is not about hip hop, as much as, it's about price value. What Sears should be considering private...
Posted May 30, 2008No Free Lunch in Either Technology or Globalization, Only Tradeoffs.
Analysis of: Retail stores get fashions to market lickety-split | www.usatoday.com
Author: Nicholas White, President White & Co
Bringing fashion to the consumer quicker may be good for business, but it isn't free. Here are some of the tradeoffs.
Posted May 30, 2008Godrej is a safe bet
Analysis of: Godrej industries net profit up 185 percent | in.news.yahoo.com
Author: Cyrus Bulsara, President Professional Consultants & Resources
Godrej Industries, is a highly diversified $1.87 billion conglomerate. Godrej Cosumer Products, also has a sales volume, of over $1.1billion and operates in various CPG/FMCG categories in a 7-8% growth market in India. Godrej's varied and disparate businesses, operate in a market catering to India's...
Posted May 29, 2008Zale Decreases In Value
Analysis of: Zale increases stock buyback plan by $50M to $350M | www.forbes.com
Author: Nicholas White, President White & Co
While stock buy backs may increase Zale's short term share price, here's why the the company has actually declined in value.
Posted May 29, 2008Hey Eddie, The Iceberg Is Dead Ahead!
Analysis of: Sears Reports a Loss, Citing Gas and Food Prices | www.nytimes.com
Author: Kenneth Leonard, Principal Leonard Associates
Sears stores sales down 9.8%, Kmart down 7.1%, and comp stores down 8.6%, all supposedly due to the price of gas and food. Q1:08 EPS -$0.53 v. consensus of +$0.15. While the interim CEO, Bruce Johnson, blames outside events for the poorer-than-expected showing, he also makes a puzzling comment...
Posted May 29, 2008Late on the subject
Analysis of: Sears' Hip-Hop Hope: Store Signs LL Cool J To Do Apparel Brand | www.wwd.com
Author: Joseph Goldstein, Chief Executive Officer RID Corp
Sears has once again proven to be late in recognizing fashion trends. Hip Hop although not dead as a music trends is dead as a fashion trend. Even the biggest names in Hip-Hop clothing has hit thee skids, whether it be Rockawear or John John or any of the so called urban labels. It is unfortunate...
Posted May 23, 2008Will Zale's Luck Continue?
Analysis of: Zale Corporation Reports EPS Loss of $0.42 for the Third Quarter of Fiscal 2008 | www.businesswire.com
Author: Nicholas White, President White & Co
By most measure Zale got lucky in its third quarter posting higher sales and a lower than expected loss. Now investors are rewarding the company with higher stock prices betting Zale will achieve its estimated FY 2009 earnings. Here's why it may not be such a good bet.
Posted May 22, 2008Publicly Traded Jewelers Lose Market Share to Smaller Chains and Independents.
Analysis of: Despite record-high gold prices and gloomy economic forecasts, jewelers and suppliers are learning to cope. | www.jckonline.com
Author: Nicholas White, President White & Co
Large publicly traded jewelry chains, department stores, and discounters are losing sales to smaller jewelry chains and independent jewelers. Here's why.
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Source Article | Expert Analyses
Circuit City Posts Loss As Sales Woes Continue
online.wsj.com
CREDIT Circuit City Loses Recommendation
www.washingtonpost.com
Zale making changes to business, analyst says
news.moneycentral.msn.com
GM Shifts Into Overdrive On Small Cars
online.wsj.com
Pepsi Bottling Cuts Where It Can
www.forbes.com
Is This The End of Circuit City?
October 9, 2008
What Do The Car Folks Think About What's Happening In Today's Auto Market: Part 2
October 6, 2008
New Zale (zlc) Management May Have Misjudged the Consumer
October 6, 2008
Circuit City's (new) Management Has A (new) Plan But It's Dependent On Others For It To Work.
September 30, 2008
Keeping it fresh........a new perspective.
September 29, 2008