GLG News by Mr. Nicholas White, President
GLG News is now G+ Insights
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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.
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Declining Retail Sales Trend Likely to Continue.
February 13, 2009
Retail Sales Rebound...Just a Bit | seekingalpha.com
Despite a slightly better January, long term, declining retail sales growth is likely to continue. Here is why.
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Will the Stimulus Bill Cost Retailers a Trillion Dollars in Sales
February 11, 2009
Dissecting the Faux Stimulus Fiasco | seekingalpha.com
Unfocussed and fragmented, the spending planned by Congress will cost retailers billions in sales and thousands of lost jobs. Here's why.
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Luxury Brands Face an Uncertain Future
February 10, 2009
The future of luxury: custom fashion, cheap chic | online.wsj.com
Over expansion of uber-luxury brands and falling demand for others means a slower growth and higher operating costs for this industry segment. Here's why.
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Has Kellogg Ignored the Customer?
February 10, 2009
Kellogg Shrinks Cereal Boxes to Add Store Shelf Space | www.bloomberg.com
Shopping behavior is hard to change. Kellogg's new packaging initiative may undersestimate what it costs to change customer's minds.
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Macys (M) Job Cuts Will Only Harm the Franchise More
February 5, 2009
Macy's Takes Marketing Local, Cuts Jobs Nationwide | adage.com
Weak top line sales and an even weaker balance sheet can't be attributed to the recession. Here is why Macys current strategy can't compensate for weak leadership and and an even weaker business strategy.
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Will the Recession be Blue Nile's Undoing?
January 27, 2009
2-Star Stocks Poised to Plunge: Blue Nile? | www.fool.com
Blue Nile's wasn't the first company to try to reinvent the retail diamond industry. Here's why changes in the consumer and in the diamond pipeline will be their eventual undoing.
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Signet's(SIG) Sale Strategy in the UK May Be A Looser
January 26, 2009
H.Samuel Knocks Off 50% on Valentine’s Day Sets | www.idexonline.com
Signet's knocking 50% off its low end jewelry for Valentines Day. Here's why that may be a mistake.
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Is Circuit City a Victim of the Our Broken Free Market System
January 19, 2009
Circuit City to liquidate remaining US stores | www.businessweek.com
In a country that prides itself in nurturing the free market system, more and more large companies are falling victim to our peculiar form of it. Here are some of the reasons why.
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Revised: Many More Jewelry Bankruptcies Ahead Unless Retailers Change
January 15, 2009
Shane Co. files for Chapter 11 | www.bizjournals.com
The shake out of the retail jewelry business has just started, suggesting that creditors recoveries may be more costly to achieve and less than in the past. Here's why and what jewelers need to do to reverse the trend.
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Has Management Lost Creditability at Zale (ZLC)?
January 5, 2009
Zale, Quest Energy Partners: Biggest Price Gainers (ZLC, QELP) | online.wsj.com
After a year of superficial changes and a cosmetic make over, Zale is in more jeopardy than ever. Here's more...
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Retailing 2009-The Second Year In Recession.
January 2, 2009
Retailers' holiday sales drop at least 5.5 percent | www.msnbc.msn.com
Businesses in 2009 will be faced with an enigmatic array of state and local schemes to stimulate economic growth. Unfortunately, most won’t work and those that do will take time measured in years, not days, weeks, or months. Here’s why 2009 is likely to be much worse as the recession takes hold.
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Finlay Bankruptcy Could Yield Low Recovery For Creditors
December 19, 2008
U.S. jeweler Finlay cautions on liquidity position | www.reuters.com
As Finlay cautions the market that it will likely default on its debt, creditors should brace for one of the most unusual and costly bankruptcies in recent times. Here's why.
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Zale’s (ZLC) Troubles Increase
December 18, 2008
U.S. jeweler Finlay cautions on liquidity position | uk.reuters.com
Zale guaranteed about $80 million in future lease expenses to complete the sales of Bailey Banks and Biddle to Finlay a year ago. Now that Finlay looks like it will default, Zale will be on the hook for those lease payments. This problem is just another in a series of strategic mistakes and miscalculations that has weakened the company over the last 18 months.
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2008: Just the End of the Beginning For US Retailers!
December 5, 2008
Retailers see sales drop in dreary November | www.businessweek.com
As bad as this years holiday sales could be for US retailers, 2009 could be a lot worse. Here is why.
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Has Finlay's(FNLY) Restructuring Only Delayed the Inevitable?
December 5, 2008
S&P Downgrades Finlay Enterprises To 'SD' | www.jckonline.com
Finlay's prepackaged restructuring means bond holders may recover even less when the company is near default again. Here is why.
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Is Zale (ZLC) the Next Penny Stock?
December 4, 2008
Zale Corporation (NYSE: ZLC) reports increased losses | www.hotstocked.com
Traders have already started discounting Zale stock for earnings risk, but that may just be the beginning. Here is why the stock may be riskier than speculators think.
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Zale Disappoints Again, Again, and Again!
November 27, 2008
Zale Corporation Says Does Not Believe That Previously Issued Earnings Outlook Should Be Relied Upon | www.reuters.com
Zale's top-line sales problems continue to be greater than the effects of a recessionary economy. Here's why.
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Luxury Names Trade Brand Value for Cashflow
November 19, 2008
In Rare Move, Luxury-Goods Makers Trim Their Prices in U.S. | online.wsj.com
Discounting and over distribution could spell the end to many luxury and aspirational brands. Here's why.
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Signet(SIG) and Zale(ZLC) Must Create More Value!
November 17, 2008
Should Blue Nile Marry Itself? | www.fool.com
The business model of mid market jewelry companies like Signet and Zale depended on an increasing money supply and cheap credit for growth. Now that the old monetary paradigm is broken, both chains, as well as, most of their competitors need look for new ways to create value for consumers in as the new economy emerges. Here's one way how it could be done.
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Can Signet Group (SIG) Wait Two Years For a New CEO?
November 17, 2008
BRIEF-Signet Jewelers says Terry Burman to remain CEO until Jan. 2011 | www.forbes.com
Signet's decision to wait two years for Terry Burman to retire could mean the company falls behind in adapting to a new economy and customer fostered by this recession. Here's why.
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