All GLG News Analyses Filed Under: Retail

Nicholas WhitePresidentWhite & Co

Goldman Sachs Misses the Point

June 19, 2009

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

Goldman Sachs may be right with respect Walmart, for all the wrong reasons.  Here's more.

A Perplexing Approach to Private Branding at Amazon

June 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Amazon Plunges Into Private Label Business | www.fastcompany.com

As Amazon continues to explore ways to expand it's model, improve margin and drive sustainable growth, it is perhaps inevitable that "best practices" in traditional retail might be worth investigating.  However, Private Branding may not be one of those that fits the Amazon model and environment effectively.  At the moment, there appears to be little corporate investment behind the tactic, which is good news for the shareholders.  Based on information available and the current merchandising of their Private Brands, this venture should not be seen as making a material difference in volume, earnings, or ROI.  This analysis specifically excluded Kindle as a unique product/line, NOT a private brand.

Nicholas WhitePresidentWhite & Co

The Power of Large Jewelry Chains Declines

June 18, 2009

Analysis of:Finlay Enterprises Provides Update on Execution of Its Strategic Plan ~ | finance.yahoo.com

Finlay's demise is just one more signal that the power of the large mass merchandised jewelry chains is declining.  Here's more.

Fast Fashion Vintage Watches-The Time is Right

June 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Timex Seeking Follow-Up to Marc Ecko Acquisition | www.bloomberg.com

In the age of the smartphone, the classically styled wristwatch at value price has a strong allure and Timex is well positioned to own this space. Think of it as 'mainstream jewelry'. The vintage field watch taps this vintage vein.

GPS - Stella McCartney designs for Gap Kids

June 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Stella McCartney to design childrenswear range for Gap | www.retail-week.com

1- Co-Branding has proved to be very successful,  captures consumer attention and gets them in the store to buy.  Target and Walmart  have done this for years, and now even Gap is tapping into the business. 2- Specialty retailers are using co-branding and licensing agreements to drive newness into their stores as well as to enhance but not take away from the core products. 3- Co-branding will add excitement and drive traffic and sales for Gap.

Gap get's the Beatle Baby for Babies !

June 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Stella McCartney to design childrenswear range for Gap | www.retail-week.com

Reported this week that Gap, the iconic San Francisco based retailer is to launch a collection for their childrens division designed in collaboration with designer Stella McCartney. While Gap's designer collaborations have long been a part of their marketing hisory this is the first to involve the childrens collections specifically. As a marketing strategy  we have every reason to be optimistic as this one hits all the right and relevant notes.

When you run a Family business... and your not Family.

June 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Versace Di Risio Chief Leaves in ‘Mutual Decision’ | www.bloomberg.com

Bloomberg June 5, 2009 reported on the official announcement that Giancarlo di Risio is exiting his post as CEO Gianni Versace SpA; a position he has held for five years. The article makes reference to several key points to ponder as the business of Luxury goods is reacting to the terrible blows the economic downturn has thrown. Mr. Liefgren and Ms. Forden site- not so subtly; the challenges faced by any executive charged with directing and leading a family organization.... and your not part of the family. But perhaps most important is the question the article leaves us with; in these times for creative business which is more important; The creative, or the business???

Kenneth LeonardPrincipalLeonard Associates

I'll Bet Mr. Welsh Would Not Have Approved

June 2, 2009

Analysis of:G.E. Capital Makes Big Loan to Sears | www.chicagobusiness.com

Although $400 million is rather small in the scheme of things, the last time GE got involved with a major retailer, it proved to be one of the most costly mistakes of Mr. Welsh's career. When Mr. Welsh approved GE's purchase of Montgomery Ward there was a move afoot in financial circles to diversify and a belief that GE was so smart and so rich that they could easily fix the ailing retailer. It turned out that after a few years and several cash infusions, GE and Mr. Welsh quietly shut down the entire company at a reported loss of approximately $3 billion.

Kenneth LeonardPrincipalLeonard Associates

Target Shareholders Are Not Fooled By Slick and Swarmy Presentation

June 1, 2009

Analysis of:Target Shareholders Reject Ackman's Bid | www.chicagotribune.com

Although it costs target over $11 million and diverted thousands of hours of executive's time, Target can still be proud of the overwhelming vote of confidence they received from their stockholders in the battle with Mr. Ackman's efforts to transfer the value of Target's real estate portfolio to the stockholders of his Pershing Square Capital fund.

Retail Sales Indicative of Economy

May 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:Retail sales fall in year to May | www.retail-week.com

Retails sales falling in May are indicative of the state of the economy and continue a 3 year trend. Declining sales will compound political problems as tax revenues fall. Retailers will continue to experience a difficult consumer market in coming months as consumers become ever more wary of what they purchase.  

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