All GLG News Analyses Filed Under: Retail Manufacturing

Weak Time for Major Player Too.

November 12, 2008

Analysis by: GLG Expert Contributor

Analysis of:India Likely to Miss Export Target by 20 percent | gjepc.org

India will likely to miss its target in current fiscal. There will be a shortfall of about 20% in the export of luxury goods from India. This shortfall is due to the current economical and financial Crisis around the World.

Shining Gold in India will Boost Its Economy

September 22, 2008

Analysis by: GLG Expert Contributor

Analysis of:Indian Jewellery Retail Sector +9.6% to $14.9 Bn in 2007 | www.gjepc.org

The annual compound growth rate of diamond and jewelery business in India is about 14% per annum from 2008 to 2011. This change in retail will give lot of help to Indian Economy to grow.

Jean-Pierre James ElsenerOwnerElsener Consulting & Trading LLC

Tanishq set on course to take Titan Industries to new heights.

August 5, 2008

Analysis of:Tanishq Jewelry Spurs Strong Growth at Titan Industries in 1Q 2008-09 | www.diamonds.net

  Titan's watch brands stand to benefit from Tanishq's success and will allow Titan Industries to expand at an even more rapid pace.

Strong Results from Gitanjali

August 4, 2008

Analysis by: GLG Expert Contributor

Analysis of:Gitanjali 1Q Sales, Profits Rise on Strong Jewelry Segment | www.diamonds.net

Gitanjali Gems announces its ist quarter results of 2008-2009. Company shoes some good result in India as well as Outside India.

Unexpected Ist Quarter Results From Titan

August 4, 2008

Analysis by: GLG Expert Contributor

Analysis of:Tanishq Jewelry Spurs Strong Growth at Titan Industries in 1Q 2008-09 | www.diamonds.net

Titan Industry announces its first quarter fiscal report of 2008-2009. Tanishq shows unexpected results in the Ist quarter fiscal of 2008-2009.

Rick SheaPresidentShea Marketing Consulting Inc.

Apple's Superior Brand Strategy Leads to Strong Results

April 24, 2008

Analysis of:Apple's 2Q Results Beat Wall Street Views | biz.yahoo.com

Apple once again delivered very strong results in the face of hesitant consumers under recessionary pressures.Total revenue growth for the latest quarter was +36% led by the Mac brand in personal computers at +51%.The MP3 segment led by the I Pod brand delivered growth of +1% while the I-Phone sold 1.7 mm units.   So how is Apple able to deliver consistent sales and profit growth in tough recessionary times with premium pricing while many of its competitors deliver poor results.In a phrase --it's their superior branding strategy.  

Investor Sentiment: Lifetime Fitness [LTM]

March 18, 2008

Analysis by: GLG Expert Contributor

Analysis of:Life Time Fitness CEO to forgo salary, cash incentive | twincities.bizjournals.com

Today LTM announced their CEO will forgo cash compensation for 2008 and instead receive restricted stock.  Additionally, during the March stock market carnage, Insiders at Lifetime Fitness picked up 81,000 shares.  These purchases constitute a modest .2% of Lifetime's outstanding shares. But the LTM Insider activity is unique to the Health/Green/Natural Product companies tracked by Curative Media.  

Gold is Shining, Will it Affect in Retail?

March 10, 2008

Analysis by: GLG Expert Contributor

Analysis of:GOLD AT $1,500 THIS YEAR? | www.gjepc.org

1. Gold prices are on record High these days of $992/onz. 2. This is due to weak dollar conditions and High oil prices. 3. It is expected that it may go more high then expected.

Penney's/Ralph Lauren partnership looking like bad timing.

January 23, 2008

Analysis by: GLG Expert Contributor

Analysis of:Polo Ralph Lauren profit drops | www.marketwatch.com

- Impending American Living launch with Polo Ralph Lauren (NYSE: RL); higher prices in the face of a down turn. - New Store opening initiative; they're all in newly developed areas hardest hit by the sub-prime bust. - Hollywood writers’ strike could derail the Academy Awards broadcast. Penney’s is the lead sponsor & plans to launch American Living on this broadcast.

Tom CassidyIndependent ConsultantCassidy Consultants

Under Armour Under Fire

January 21, 2008

Analysis of:Under Armour Shares Fall After Downgrade | money.cnn.com

How real are the issues that currently face Under Armour? The stock fell 24% on Friday as part of a perfect storm fueled by recession concerns, negative retail reports for the Holiday period, and a UA forecast termed disappointing by stock analysts, all converging at the same time. What impact will the upcoming UA Super Bowl advertisement and release of the cross training footwear line have on the brand in 2008? Can the brand achieve their projected long term growth rate of 20-25%? These are some of the key issues which help to answer the ultimate question: can Under Armour protect their house.

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