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.

Credit Contraction Threatens Jeweler's Sales Recovery

August 12, 2009

Analysis of:Consumer Credit Contraction Shows No Sign of Slowing | seekingalpha.com

Growing, not shrinking, problems threaten any fall recovery for retailers in general and jewelers specifically. Here is more.

Zale (ZLC) Panics?

August 10, 2009

Analysis of:Zale Corporation Announces Real Estate Realignment | www.reuters.com

Zale hastily closes 118 stores in the 4th quarter. But, is it panic or a part of plan? Here's more.

Finlay's (FNLY) Demise, Elegy for Big Jewelry Chains

August 7, 2009

Analysis of:Finlay Enterprises, Inc. Files for Protection Under Chapter 11 | www.google.com

Finlay's bankruptcy illustrates several fundamental challenges in managing large jewerly store chains. Here's more.

Will Second Half Jewelry Sales Disappoint?

August 6, 2009

Analysis of:Sluggish July sales show tight-fisted consumers | www.forbes.com

Despite all the media spin about the economy stabilizing, jewelers are likely to face bigger declines than expected during the second half. Here is why.

My View: The State of the Retail Jewelry Business

July 31, 2009

Analysis of:IDEX Online Research: Retail Jewelry Prices Down, Supplier Prices Up. How Much Longer? | www.idexonline.com

The next six months are the decisive period for the jewelry industry. Here why change is necessary and why it may arrive to late for many jewelers, large and small alike. Here's more.

Walmart, Beware a Juggernaut Swinging Sticks and Bearing Gifts.

July 25, 2009

Analysis of:Walmart Browbeats Marketers for Bigger Slice of Their Ad Budgets | adage.com

Whether Walmart is using strong arm tactics to convince consumer product goods companies to use their alternative media to advertise isn't clear, but what is clear, the retail juggernaut is seeking to further crush its remaining competition. Here more.

Does Zale (Zlc) Choose Unwisely Again?

July 24, 2009

Analysis of:Zale Names Richard A. Lennox as Its New Chief Marketing Officer | www.businesswire.com

Zale's selection of its new chief marketing officer is symtomatic of management's misguided view of what's wrong with the company and what it will take to turn the company around. Here's more.

Does Zale's(ZLN) Overlooked Distraction Make a Turnaround Less Likely?

July 15, 2009

Analysis of:IDEX Online Research: Piercing Pagoda is Zale’s Over-Looked Stepchild | www.idexonline.com

Despite Piercing Pagoda's current sales performance, the business may be making it more difficult for management to get its core business back to profitability.  Here's more.

DeBeers Restructuring May Mean Lower Diamond Prices

July 15, 2009

Analysis of:De Beers Finances, Contd. | www.jckonline.com

DeBeers' restructuring further complicates diamond pricing in the midst of declining demand.  Here's more. 

Tiffany's (TIF) Outlook Uncertain

July 12, 2009

Analysis of:Tiffany First Quarter Sales, Profit Decline | www.idexonline.com

Always a well managed business, Tiffany faces a host of uncertainties that are out of management's control for the time being.  Here's more.

Sears (SHLD) Eyes Early Sales For Christmas 2009

July 10, 2009

Analysis of:Christmas in July? | www.retail-merchandiser.com

Sears hasn't shown much retailing leadership for years, but may be there is still one good retailer left in the company.  Here's more.

Zale Stock Makes Overvalued List

July 9, 2009

Analysis of:15 Overvalued Small Caps from Russell 2000 | seekingalpha.com

Zale stock has been singled out as one of the best performers in recent weeks, but that may be changing.  Here's why.

Jewelry Industry Unwilling or Unable to Deal With Finlay's Risk

July 9, 2009

Analysis of:IDEX Online Research: Finlay’s Odds for Survival Not in Its Favor | www.idexonline.com

Finlay's failure to downsize may be a consequence of the recession.  On the other hand, it may be part of long term liquadtion plan structured to benefit secured creditors at the expense of others debtors like the jewelry trade.  Regardless, here is why the industry needs a better way to manage financial risk.

Zale(ZLC) Bleeds Human Capital and Cash Too

July 8, 2009

Analysis of:Zale loses top marketing executive, controller | www.dallasnews.com

Zale loses more than a markleting executive and a controller.  Here's more.

Wall Street's Alchemists Tout Securitization

June 29, 2009

Analysis of:Study Says Securitization Lowers Credit Costs, Expands Supply | seekingalpha.com

Despite its track record, pundits tout the benefits securitization.  Here's more.

Jewelry Not So Prime In Walmart

June 25, 2009

Analysis of:Wal-Mart gives prime placement to fine jewelry | www.nationaljewelernetwork.com

Despite some evidence to the contrary, fine jewelry may be less important to Walmart.  If so, that would be good news for small specialty jewelers if they choose to take advantage of the opportunity.  Here's more.

Goldman Sachs Misses the Point

June 19, 2009

Analysis of:Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments | seekingalpha.com

Goldman Sachs may be right with respect Walmart, for all the wrong reasons.  Here's more.

The Power of Large Jewelry Chains Declines

June 18, 2009

Analysis of:Finlay Enterprises Provides Update on Execution of Its Strategic Plan ~ | finance.yahoo.com

Finlay's demise is just one more signal that the power of the large mass merchandised jewelry chains is declining.  Here's more.

Will Zale Succumb to Its Self-Inflected Wounds?

May 27, 2009

Analysis of:Zale Reports Third Quarter Fiscal 2009 Results | www.businesswire.com

Zale reported SIGNIFICANTLY lower than expected sales and earnings for its third quarter in the face of higher stock prices only a day earlier.  Either faith in Zale springs eternal or traders got surprised by the dynamics of the jewelry business in general and Zale specifically.  Here’s more.

Are Sears Holdings (SHLD) Surprise Earnings Irrelevant?

May 25, 2009

Analysis of:Sears Holdings Reports First Quarter Results and Extension of Its Credit Facility | news.prnewswire.com

Sears Holdings surprised Wall Street analysts by posting increased first quarter earnings versus the Streets expectation of a loss. But just how relevant is the earnings surprise to SHLD's turn around?  for the answer, here's more.

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