All GLG News Analyses Filed Under: Retail

Martin BrillManaging PartnerSweetwater Consulting LLC

Liz Claiborne Adds Licensing To Updated Business Model

November 20, 2009

Analysis of:Liz Claiborne Reports $90 Million in Qurater | www.wwd.com

The immediate benefit of licensing the Liz Claiborne and Claiborne men's to J C Penny - and LCNY to QVC signal's a broader strategic play ahead for Liz Claiborne Inc.Celebrity designer Isaac Mizrahi's failed attempt to revitalize the fortunes of the brand at major department stores like Macy's, forced the company to make a decision that will have long term strategic implications for the company.

Kenneth LeonardPrincipalLeonard Associates

Is This Mr. Lampert's 8th or 9th Life?

November 19, 2009

Analysis of:Sears Narrows Loss, Beats Estimates but Stock Falls | www.chicagobusiness.com

A flurry of articles have come out in recent days seemingly to diffuse the continuing failures of Mr. Lampert's prize holding. This article deals with the "surprise" caused by the losses being slightly less than expected. The others deal with the various new ventures Mr. Lampert has announced in his continuing efforts to slow SHLD's decline into oblivion.

Nicholas WhitePresidentWhite & Co

Charles & Colvard Still Searching For Direction

November 19, 2009

Analysis of:Charles & Colvard Appoints Randy N. McCullough as Chief Executive Officer and H. Marvin Beasley to Board of Directors | www.businesswire.com

Charles & Colvard searches for direction by hiring its third CEO in two years. Here's more.

Nicholas WhitePresidentWhite & Co

NRF Survey: Fewer Consumers Plan to Buy Jewelry This Holiday Sseason

November 18, 2009

Analysis of:NRF Holiday Survey: 18.4% Plan to Buy Jewelry | www.idexonline.com

Raw data from NRF 2009 retail Survey shows fewer consumers want jewelry this year and even fewer buyers intend to give jewelry as a gift. Here's more

Embracing the Fear of E-Tailing through More Brick and Mortar

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Apple Focusing on 'Showcase' Stores | www.retailwire.com

It seems counter intuitive to build bigger, swanky stores when online commerce continues to grow double digits annually.  Apple doesn't think so.  They treat stores as an arm of the Apple brand and a key support of the Apple halo.  This is a truly great model to follow for all retailers.  No wonder why Disney is taking an interactive approach to their store experience looking to make the brick and mortar a brand experience, not just a place to transact (Steve Jobs sits on the Disney Board).

Summarizing the 2009 WWD Apparel/Retail CEO Summit and a Road Map

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:The 2009 WWD Apparel/Retail CEO Summit | www.wwd.com

Themes from the summit are best summarized into six cylinders of success - Sustainability, Social Media, Democratization, Globalization, Exclusivity, and Sales & Operations Planning.  Are the companies you analyze or may potentially acquire running on 6 cylinders?  Here are some questions to ask management to pressure test each cylinder.

The Symptoms of Red Tape

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com

The organizational epiphany that red tape creates useless work aimed at pleasing management instead of consumers is one that usually gets discovered and corrected in times of crisis.  GM is a great example. This is because most organizations only govern by the numbers.  Until the number falls short - why bother being introspective?  Here are 2 red flags for analysts when trying to determine the health of a company and whether or not they are putting the consumer or the bureaucracy first.

Target Needs a Bold Move

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:Wal-Mart's Profit Up, But a Key Indicator Slips | www.nytimes.com

Target stated their "Expect More. Pay Less."  promise is still relevant to their guest and will remain true to their resilient business model.  While the average analyst rating for this stock is a buy, I have some concerns.

Nicholas WhitePresidentWhite & Co

Does Escalating Gold Prices Mean Fine Jewelry is Underpriced?

November 13, 2009

Analysis of:How Rocketing Gold Prices Will Hit Holiday Shopping | www.smartmoney.com

Fine jewelry may represent some of the best luxury product values this Christmas season. Here's why.

Gap Advertises at Christmas for the First Time in 3 Years

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Something to Rah-Rah-Rah About for Christmas | www.nytimes.com

The company's cash position improved, and with apparel shoppers looking to head back to basics, The Gap is well poised for success.

Page : 12345678910Next1 to 10 of 1493