All GLG News Analyses Filed Under: Retail Manufacturing

WWE ON THE MAT, BUT NOT DOWN FOR THE COUNT AGAINST JAKKS PACIFIC

December 10, 2007

Analysis by: GLG Expert Contributor

Analysis of:Jakks Wins Round In Rumble With WWE | www.forbes.com

The federal litigation between WWE and Jakks Pacific may be over, but the battles between them still go on.

Nicholas WhitePresidentWhite & Co

Gold Demand Declines in the US as Retail Jewelry Sales Weaken

November 20, 2007

Analysis of:Indian Gems, jewellery exports up 21.5% | www.thedailystar.net

Demand for gold in the US declined as September retail jewelry sales growth sharply dropped.  Increased investor demand for gold products like ETF's and higher domestic gold usage in emerging countries helped push metal prices to recent highs; leaving 4th quarter jewelry sales growth in doubt.  Structural changes in the gold market may permanently change the US jewelry market.  Here's why. 

Strong Demand in US Cause of Increase in Indian Jewelry Exports

November 19, 2007

Analysis by: GLG Expert Contributor

Analysis of:Indian Gems, jewellery exports up 21.5% | www.thedailystar.net

The increase in exports for Indian gems and jewelry is due in large to increasing world demand, especially demand in the USA, despite the appreciation in the Indian Rupee. This increase in demand for jewelry and gems is increasing in relation to the demand for gold.

Golden India

November 19, 2007

Analysis by: GLG Expert Contributor

Analysis of:Indian Gems, jewellery exports up 21.5% | www.thedailystar.net

1. Indian Gem and Jewellery exports increased by 21.5% in first six month of this year. 2. US as past become the major buyer despite of loosing shine in US dollars. 3. Its also because of the law passed by US Senat in which they imposed a export duty on Indian Gem and Jewellery. 4. Sales a bit affected due to beacuse of high gold price but this is only need some time to settle down.

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC.

American Eagle disappointing 3rd quarter results baked into valuation.

November 8, 2007

Analysis of:Aerie Expands Offering With f.i.t. | www.wwd.com

With American Eagle (AEO) stock price down almost 40% since January the upside should be on the horizon for this down beaten equity. This is a factor of the stock already priced taking into account the poor 3rd quarter results and the pent up demand created by the unusually hot (temperatures at 40 year highs) in the 3rd quarter

Allan ZwernerIndependent ConsultantAllan Zwerner Consulting

American Eagle Will Have plus Comp Store growth in 4th QT.

November 6, 2007

Analysis of:Aerie Expands Offering With f.i.t. | www.wwd.com

American Eagle once again introduces a concept to max. sales productivity , by introducing f.i.t. line in a total of 45 plus doors for holiday.AEO has proven their ability to shift space to grow plus sales.Expanding in this category will also improve gross margins since it is a hot trend that will be on every young females list for xmas.

Allan ZwernerIndependent ConsultantAllan Zwerner Consulting

NO question close D.e.m.o,it's the only option

October 31, 2007

Analysis of:Aerie Expands Offering With f.i.t. | www.wwd.com

PacSun needs to focus it's organization as well as it's capital. PacSun needs to grow comp stores and it is a must that they expand the brands lifestyle vs go after a business that was not working well when Urban was strong.

Asian Top Diamond Producer in World

October 19, 2007

Analysis by: GLG Expert Contributor

Analysis of:China Expects to Double Diamond Imports Within 3-5yrs to Feed Demand | www.diamonds.net

1. China expects to double its Rough Diamond Import in next 5 to 3 years 2. This year China import of rough diamond increased by 60%. 3. India has import about $4,225 million rough or polish diamond in first six months of 2007. 4. Both Countries contributing a lot in this trade. 

Quality of imported goods

October 15, 2007

Analysis by: GLG Expert Contributor

Analysis of:Toy Recall Shows Challenge China Poses to Partners | online.wsj.com

I agree that the quality of goods will never be the same as our US production I think we need to classify or rate the goods and it is time the retailers display on the top of the rack where the product was made alongside a number such as rate 5 or 6 for China production, rate 1 for USA production

enviromentalism, a new way of rent-seeking behavior

October 15, 2007

Analysis by: GLG Expert Contributor

Analysis of:Hospital Bans Crocs Over Static Risk | www.telegraph.co.uk

contratictory environmental laws

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