Mr. Jason Kra

Owner, Total Sports Resources

GLG News by Mr. Jason Kra, Owner

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Value is the name of the game for q3 + q4

September 14, 2009

Analysis of:Gap, American Eagle Sales Top Analysts’ Estimates | www.bloomberg.com

People ask if we have turned the corner on a recession. They say the positive / stability of sales to plan is a indicator that we have turned the corner to recovery. I say the opposite. Gap , American Eagle, plus a slew of other mall based retailers who are achieving and beating their plans are doing so because the consumer is reacting to value. Value is king now and retailers who provide a better value equation compared to others will win market share in this level off period.

Kohls will surely succeed w/ Vera as they did w/ Chaps & Daisy

August 3, 2007

Analysis of:Vera Wang Set to Dress Up Kohl's | online.wsj.com

Relevant names but private label control will generate sure results for kohls in this new brand. branded product created specifically for Kohls is like branded retail w/ a private label mentality of control. This will be a huge success for Kohls and will follow other names as Chaps, and Daisy Fuentas which have been launched into kohls over the past few years

Page : 11 to 2 of 2

Subscribe to Updates

By RSS