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.
-
DeBeers Blitz-Too Late to Help The Likes of Zale and Signet
November 10, 2008
De Beers details 'unprecedented' holiday ad blitz | www.nationaljewelernetwork.com
DeBeers' decision to double its advertising investment in the US market comes too late to help retail jewelers this year; especially the middle market ones like Zale and to a lesser degree Signet. However, leadership in rough diamond distribution and a renewed commitment to the US market could make a distinct difference in years to come. Here's why.
-
Can Blue Nile Return to Growth?
November 3, 2008
Analysts expect Blue Nile to post 16-cent profit | www.forbes.com
Blue Nile faces huge challenges in the fourth quarter, as well as, in FY 2009. Here's why the Internet's biggest jeweler's growth may slow to a trickle.
-
Sharp Drop In Rough Diamond Prices Signals Harder Times For Jewelers
November 3, 2008
Sharp Drop in Prices at BHP Billiton Rough Diamond Tender | www.idexonline.com
For the first time in a half century diamond prices are behaving like commodities. Here why the $65 billion dollar jewelry industry is in for even more volatile times.
-
Any Candidate for Sears' (SHLD) CFO Needs More Than Grooming
October 23, 2008
Sears grooms new chief financial officer | www.businessweek.com
With financial markets imploding and directors managing both financial institutions and the company they invest in, CFO's professional independence may constitute the last line of defense against self interest and greed. Here is why.
-
Its Not Business as Usual at Wal-Mart (WAL)
October 20, 2008
In early holiday push, Wal-Mart cutting toy prices | www.reuters.com
Wal-Mart's early sale tactics could mean big loses for competitors, here is why.
-
October 20, 2008
Tiffany shares rise as S&P raises stock rating | www.forbes.com
Tiffany has defied current trends for luxury retailers, but the forces of weakening global economy and a deteriorating US market maybe catching up with the venerable Fifth Avenue retailer. Here's why
-
New Zale (zlc) Management May Have Misjudged the Consumer
October 6, 2008
Zale making changes to business, analyst says | news.moneycentral.msn.com
Zale's new management team may have misjudged buyers motivations when building this years profit plan. Now, with the consequences of the $700 billion bailout legislation just being understood, the error is likely only to get larger. Here is why?
-
Chapter 7 or Chapter 11, Circuit City Management Needs to Make a Choice.
October 2, 2008
Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Circuit City has passed being just another mediocre company that needs to be patched up. Management needs to drastically down size this company or liquidate its assets. Here's why
-
Debt Rating Company Loses Faith in Sears' (SHLD) Voodoo Retailing
September 23, 2008
Sears Holdings cut to 'B+' on pressured opg margins - Fitch | www.forbes.com
Fitch lowers Sears Holdings debt rating amidst government backed financial industry bailout. Here's why Sears isn't likely to benefit.
-
"Diamond War" May Mean Lower Profits For Jewelers
September 16, 2008
Diamond War in South Africa Forces DTC to Postpone Sight | www.idexonline.com
As DeBeers grows weaker, producing countries are demanding a bigger piece of the profits from rough diamond sales. South Africa's recent demands may drive diamond price up sharply this fall and limit the supply of certain key sizes and qualities. This means jewelers may not get some product in time for the Christmas or pay higher prices in the 4th quarter for the replenishment of stock and best selling items. Here is why investors should be concerned.
-
Finlay (FNLY) Results Disturbing
September 11, 2008
Finlay Enterprises, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript | seekingalpha.com
Finlay's declining margins and narrow credit line, in combination with an industry perilous close to a price war suggest investors, vendors, and capital suppliers should be concerned. Here's why.
-
Can Signet Group (SIG) Take a Punch?
September 5, 2008
Signet Group Q2 profit plunges - Update | www.rttnews.com
By current accounts, Signet plans to ignore the price war that is shaping up in the jewelry industry this fall. That could cost share holders a lot of value now and in the future too. Here's why investors should be concerned.
-
Zale-Analyst’s Enthusiasm Misplaced.
September 4, 2008
Analysts tout Zale's 4th-quarter results | money.cnn.com
As Zale increases its Fy09 earnings guidance, it is apparent management is promising the least likely numbers rather than the most probable ones. Here is why investors should be concerned.
-
August 25, 2008
Michael Hill Buys U.S. Jewelry Stores from Whitehall (Update1) | www.bloomberg.com
Michael Hill's entry into the US market during the 4th quarter of 2008 may mean more than lost sales for mid market jewelers in the Chicago area. Here's why.
-
Volatile Gold Prices Could Cost Zale (ZLC), Signet (SIG), and Tiffany (TIF) Sales This Fall.
August 22, 2008
Gold Price Conspiracy? | seekingalpha.com
Fluctuating gold prices and metal shortages could cost jewelers both sales and margin this fall. Here's why.
-
Is Target (TGT) Missing the Next Retail War?
August 21, 2008
Target to Put More Focus on Value | adage.com
As Target shifts its attention to Wal-Mart, the dollar strengthens, oil prices fall, and commoditiy prices decline. Here is why Target's focus on Wal-Mart may be an expensive distraction.
-
Limited (LTD), GAP (GPS), The Same Problem and Equally Mediocre Results.
August 21, 2008
Will Limited Fall Into The Next Gap? | online.wsj.com
Limited Brands and the Gap sell different products, but have many of the same problems. Here's why results may not meaningfully improve for either company
-
Is Tiffany's Growth About to Unwind?
August 18, 2008
Tiffany & Co.: This Bauble is Losing Its Luster | seekingalpha.com
With global economic growth slowing, Tiffany's sales and earnings may substantially decline. Here's why
-
Whitehall Jeweler's Liquidation Illustrates the Need for Industry Change
August 18, 2008
UPDATE 1-Whitehall to hold liquidation sale into holidays | www.reuters.com
Whitehall's liquidation sale will have significant consequences for publicly traded jewelers like Kay, Zale, and Finlay not only this fall, but in future quarters also. Here's why.
-
Timing not Strategy Revitalized Wal-Mart
August 13, 2008
Engineering a Change at Wal-Mart | online.wsj.com
Castro-Wright says his strategy, not the economic down turn saved the company's bottom line. But, the facts don't bear that position out . Investors should be weary of retail executives that believe their own press clippings.
- Subscribe to Updates
-
Leading institutions connect with Nicholas White through GLG
Most Popular Consumer Goods & Services News
-
Apple brings textbooks to iPad -- Finally
January 20, 2012
-
PayPal loses a key player in mobile device payments to Yahoo
January 10, 2012
-
More details and insights about the planned Sears Holdings store closings
January 4, 2012
-
Three things you should know about Sears store closings
December 29, 2011
-
Thoughts on GM Volt's recent "rapid thermal expansion" incident
December 6, 2011
Gerson Lehrman Group, Inc. connects communities with knowledge through two distinct, yet complementary offerings: GLG Research and G+.