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All GLG News Analyses Filed Under: Retail Manufacturing

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Posted August 13, 2007
Ugly Quarter at Avon
Analysis of: Ugly Quarter at Avon | www.fool.com
Author: GLG Member Program Contributor
We will refer to turnaround processes, in what it relates to the value chain management.  In order to reach high growth rates, HDS business need to invest in product push and product pool, we mean, in the Representatives interest in buying the products and, on a coordinated fashion to attract consumers...
Posted August 13, 2007
European Jewelers Engage In Global Battle for Brides
Analysis of: European Jewelers Engage In Global Battle for Brides | online.wsj.com
Author: GLG Member Program Contributor
Bridal markets are becoming more traditional and conservative. At the same time styling changes are beginning to appear in some of the more traditional European and Asian markets. As the demand for precious metals increases so will the demand, and price, for high-end gold and diamond bridal...
Posted August 13, 2007
Tiffany Stock Bullish on LVMH Rumors
Analysis of: Tiffany Stock Bullish on LVMH Rumors | www.diamonds.net
Author: GLG Member Program Contributor
The rise in Tiffany's stock price was in line with the rise in the price of gold and other gold related companies in the first 2 weeks of this past July. This rise in gold price was a natural part of the gold cycle for the month of July. Rumors of interest by LVMH are only rumors, and one should not...
Posted August 10, 2007
Ugly Quarter at Avon
Analysis of: Ugly Quarter at Avon | www.fool.com
Author: GLG Member Program Contributor
Having worked at this company for 3 years, closely with the CEO, I can attest to their vision for their business. Int'l expansion + new products will help, but what the company really needs is new brand marketing. The imagery and tactics uses arent working, and as soon as they realize that they have...
Posted August 10, 2007
Toy Recall Shows Challenge China Poses to Partners
Analysis of: Toy Recall Shows Challenge China Poses to Partners | online.wsj.com
Author: GLG Member Program Contributor
Product Quality in China vs Standards ? If companies are going to utilize Asia as a low cost provider they will need to recognize that they must provide the following:      1. Detailed product specifications        2. Detailed material...
Posted August 9, 2007
Toy Recall Shows Challenge China Poses to Partners
Analysis of: Toy Recall Shows Challenge China Poses to Partners | online.wsj.com
Author: GLG Member Program Contributor
The difficulties of lead and heavy metal poisoning are not new, they have been documented for thousands of years. The best way to handle the problem is with high ethical standards, rigorous testing, and concern for the well-being of the consumer and labor issues involved.
Posted August 9, 2007
Ugly Quarter at Avon
Analysis of: Ugly Quarter at Avon | www.fool.com
Author: GLG Member Program Contributor
Avons flat performance as of 31 July is due to a normal pattern of market sell-offs, and unsurprising economic fundamentals.
Posted August 9, 2007
Toy Recall Shows Challenge China Poses to Partners
Analysis of: Toy Recall Shows Challenge China Poses to Partners | online.wsj.com
Author: GLG Member Program Contributor
1. US Toy supplier should be held responsible to market toys with health hazard to US children. 2. China needs to be penalized for making toys with lead. It took US 100 years to get lead out of gasoline and it only took small time for China to put it back in toys. 3. China has been consistently violating...
Posted August 8, 2007
Ugly Quarter at Avon
Analysis of: Ugly Quarter at Avon | www.fool.com
Author: GLG Member Program Contributor
Re: Avon 1. Ambitious turnaround includes bringing in some smart managers, smart advertising and smart marketing 2. After sitting on sidelines for years, it will take patience as Avon get it's stroke back 3. If executed deftly, enormous pent-up consumer demand in Asia more than compensate for giving...
Posted August 7, 2007
HK narrows gap with mainland on expat costs of living
Analysis of: HK narrows gap with mainland on expat costs of living | www.scmp.com
Author: GLG Member Program Contributor
There have been several significant developments in China  that are converging into an overhead crisis for businesses that have buying, logistics, wholesaling, and other support services in China. These include 1)The appreciation of the RMB. 2)Real inflation in the double digits in the costal cities....
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