Mr. Nicholas White

GLG News by Mr. Nicholas White, President

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.

Hedge Funds Will Dominate Board as Zale Disappoints Again, Again, and Again

February 11, 2008

Analysis of:Bellwether Interviews: Zale Corporation Corporate News: 7.3% Comparable Sales Decrease for the 2nd Quarter and Free Analyst Report | www.tradingmarkets.com

Zale stock has appreciated more than 40% since reaching a historical low about three weeks ago.  Whether there is greater upside for shareholders will depend on the board's next moves.  Here is one way it may play out.

Tiffany Positioned To Disappoint

February 11, 2008

Analysis of:Tiffany shares rise on 2008 guidance | www.businessweek.com

Tiffany's revised 2008 sales forecast flies in the face of reality, here is why Tiffany is likely to disappoint shareholders.

Hedge Fund Tactics Prove Unsuccessful In the Jewelry Sector

February 1, 2008

Analysis of:Creditors File Involuntary Bankruptcy Petition Against Friedman's Jewelers | www.georgiabankruptcyblog.com

Hedge funds have had a spotty record of success in retail, but they are proving to be a complete failure in the jewelry sector.  Here's a look.

Wal-Mart's Promotional Strategy May Decrease Investor Value.

February 1, 2008

Analysis of:Wal-Mart chops prices in bid to lure shoppers | money.cnn.com

Investors watch as Wal-Mart chops prices in hopes of driving top line sales in spite of the fact that the same strategy was only marginally successful in December.  Here's why their strategy may be short lived.

Here's How Large Jewelry Chains May Perform in 2008

January 28, 2008

Analysis of:U.S. platinum, gold hit highs on S.Africa mine halt | www.reuters.com

Volatile gold and platinum prices may slow the recovery of many publicly traded jewelers as small chains and independents still their market share.  Here's why and a summary of how some of the larger companies may perform

Publicly Traded Jewelers Under Perform Smaller Private Competitors

January 25, 2008

Analysis of:JCK 2007 Holiday Jewelry Retail Report | www.jckonline.com

Defying expectations, jewelry sales growth may have significantly beat national norms in November.  Here's why that could have happened.

Finlay’s Bond Holder Could Lose More Than $100 Million

January 22, 2008

Analysis of:Finlay lowers 4Q outlook on weak sales | news.moneycentral.msn.com

As Finlay's earnings decline a growing interest bill may make default inevitable.  Here's why bondholders could lose more than half their initial investment.

Finlay’s Bond Holder Could Lose More Than $100 Million

January 22, 2008

Analysis of:Finlay lowers 4Q outlook on weak sales | news.moneycentral.msn.com

As Finlay's earnings decline a growing interest bill may make default inevitable.  Here's why bondholders could lose more than half their initial investment.

Breeden's Appointment to the Zale Board-Only a Distraction

January 21, 2008

Analysis of:Zale says activist investor Breeden joins board | www.reuters.com

As sales and earnings continue to decline, Zale closes stores, cuts capital expenditures, and announces new board members.   That's not necessarily good news for some shareholders.  Here's why.

How Do You Say Diaster-Sears' New Business Plan

January 21, 2008

Analysis of:Sears to break into several companies | money.cnn.com

As Lampert looks to salvage his investment in Sears by creating multiple business units to market parts of Sears' assets to competitors, enterprise value will plummet.  Here's why. 

Zale's Dismal Results Likely to Continue Despite New CEO

January 11, 2008

Analysis of:WRAPUP 1-Jewelers Zale, Finlay, Signet cut forecasts | www.reuters.com

Investors should be skeptical that Zale's new CEO will be successful as the board micro manages the business.

Breeden Capital Draws To An Inside Straight Accumulating More Zale Stock

January 9, 2008

Analysis of:Breeden continues building stake in jeweler Zale | www.reuters.com

Dollar averaging down, Breeden Capital reduces its break-even point for its stake in Zale as it considers alternative exit strategies.   

Turning Points That Will Define Retailing In 2008

January 2, 2008

Analysis of:Retailers pick 2008 trends | www.kansascity.com

Turning points are all about permanent changes in the behavior of consumers and the retail environment.  Retail managers that recognize them and tailor their organizations to respond to the changes will be the big winners.  Here are six turning points that may make a difference.   

Jewelry Sales Could be the Worst in Two Decades.

December 28, 2007

Analysis of:UPDATE: Christmas Retail Sales Disappoint; Stocks Lower | news.morningstar.com

Jewelry stock prices fall to 52 week lows as holiday sales miss expectations.  Industry sales could be the worst in two decades.  Here's the logic. 

Gift Cards May Actually Decrease Sales and Lower Profits

December 28, 2007

Analysis of:Maine wants to turn unused gift cards into cash | www.sun-sentinel.com

As more shoppers chose gift cards as holiday gifts, retailers may find both sales and profits decline.  Here's why.

Sears Makes the Worst Managed List Despite Discounts

December 26, 2007

Analysis of:Shoppers Flock to Stores as J.C. Penney, Sears Offer Discounts | www.bloomberg.com

Contrary to current retail wisdom, heavy discounting isn't a panacea for success; at least profitable success.  Troubled retailers in the midst of some kind of turn around may actually decrease the likelihood of success by following the crowd. 

Zale's New CEO, New Name, Old Address-Has Anything Changed?

December 21, 2007

Analysis of:Zale Replaces CEO | www.forbes.com

Having lost most of its retail jewelry talent over the last 18 months, Zales's new Chairman hires a non-jewelry Chief Executive to turn the company around.  Whether he's got the 'right stuff' is uncertain.  But one thing is clear, he doesn't know anything about the jewelry business and doesn't have anyone to teach him.  While he learns on the job, here are some of the problems he's got to solve to succeed.

Panicked Retailers Jeopardize 2008 Earnings Chasing Unprofitable Sales.

December 19, 2007

Analysis of:Retail Throws a Hail Mary | www.thestreet.com

The question remains whether a bigger discount strategy this December leaves retailers in a better or worse position to improve earnings in subsequent quarters.    I doubt it.  Here's why.

Update:Tesco's Fresh and Easy Roll-Out

December 13, 2007

Analysis of:Tesco's U.S. Warehouse Fails to Meet Planning Rules, FT Reports | www.bloomberg.com

Tesco's new Fresh & Easy format could mean an incremental $100 billion in sales for the world's number 3 grocery retailer.  Here's why that could happen and why US competitors may be unable to stop it.

Joint Venture with Swatch Attempts to Cash In Tiffany's Brand Value

December 6, 2007

Analysis of:Swatch to Manufacture Tiffany Watches | www.idexonline.com

Tiffany's joint venture with The Swatch Group is a piece of the company's strategy designed to cash in on the reservoir of value in the Tiffany brand name.  Lucrative for Tiffany and shareholders alike, its success is far from certain.  Here's why.

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