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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Will Movado's Earnings Decline?
August 12, 2008
Movado Group, Inc. Reaffirms FY 2009 EPS Guidance; Announces Initiatives To Streamline Operations And Reduce Expenses | www.reuters.com
Management's behavior casts doubt on Movado's future earnings growth. Here's why
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Blue Nile Faces Bigger Challenges Than Higher Diamond Prices
August 12, 2008
Blue Nile faces rising diamond prices | money.cnn.com
Investors may be underestimating Blue Nile's real challenges in the second half. Here's why.
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Short Sellers Only Beneficaries of Zale's Management Changes!
August 7, 2008
Zale Makes Sweeping Executive Changes | www.jckonline.com
With about 46% of Zale's stock float sold short, short sellers will be the only beneficiaries of Goldberg's "sweeping' management changes. Here is why.
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Tiffany Margins Benefit from Congresses Ban on Burnese Gemstones
July 30, 2008
Tiffany Applauds Congress’ Ban on Burmese Gemstones | www.idexonline.com
Congressional action to ban the Import of Burmese gemstones could mean higher gross margins for Tiffany. Here's why.
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July 29, 2008
RETAILER MERVYN'S CLOSE TO CHAP. 11 | www.nypost.com
On the one hand, a Mervyns' bankruptcy could be just another closure of a region department store chain typical of 30 years of store consolidation in the US. On the other, it could be an opportunity to revive a regional name in a market that is quickly rejecting 'cookie cutter' retailing that offers poor service, merchandise sameness, and mediocre quality.
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Uneasy Shoppers Mean Big Changes in Retailing Now and in the Foreseeable Future
July 24, 2008
Big pitch to uneasy school shoppers | www.boston.com
With consumers more uncertain than ever about just how much, what, and where they will buy back-to-school products, middle market retailers need to rethink their offer now and in the future. Here's why
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Is Costco's Profit Model Viable In Today's Inflationary Economy?
July 24, 2008
Costco warning adds to US retail gloom | www.ft.com
As the leading membership club retailer, Costco looked to benefit as consumers looked for better deals to stretch inflation taxed paychecks. Now declining margins from gasoline sales, higher operating costs, and increased product costs, may make the retailers fee based profit model irrelevant.
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Short Sellers Expect Zale Stock to Decline in Price-Big Time
July 22, 2008
Zale Corp (ZLC) holdings reduced by Cooke And Bieler Lp | www.mffais.com
Despite out performing the Dow, S & P, and the Nasdaq, short sellers are betting Zale's share price to significantly decline. Here's why.
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Will Whitehall's Liquidation Make Vendor Financing More Difficut For Finlay?
July 16, 2008
Whitehall Memo Update: What the "L"! | www.jckonline.com
The courts decision on whether consignment goods will be a part of the Whitehall liquidation sale could make vendor financing for Finlay Enterprises and many mid-sized jewelry more difficult, if not impossible this fall.
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Could Finlay's Delisting Cost Zale $85 million?
July 11, 2008
Finlay Enterprises Announces Pending Transfer of Its Common Stock to the OTC Bulletin Board | www.stockhouse.com
As Finlay is delisted from the Nasdaq and its bond rating lowered to that of "Junk", Macy's and Zale investors need to consider the consequences of a Finlay bankruptcy. Here's why
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Will Whitehall Jewelers be Acquired By Indian Manufacturer Gitanjali Gems?
July 8, 2008
Gitanjali Gems plans to buy U.S.-based retailer | uk.reuters.com
According to unnamed sources, Gitanjali Gems wants to acquire Whitehall Jewelers. Gitanjali, a nascent billion dollar Indian jewelry manufacturer, says it's willing to do an $80 million to $92 million deal to expand its presence in the US.
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Zale #1 Jewelry Brand as Consumers Confound Marketing Experts
July 3, 2008
The JCK-Harrison Group Consumer Jewelry Study | www.jckonline.com
In spite of nearly a decade of jewelry product brand advertising, not one brand makes the top 10 list according to the latest research from Harrison Group and the JCK. Here's how consumers think about jewelry brands.
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June 24, 2008
Kmart tests concepts in out-of-way corners | www.chicagotribune.com
New Kmart formats are too little and too late to save the giant retailer. Here's why Sears Holdings' luck has probably run out.
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Whitehall Follows Friedman Jewelers into Oblivion
June 19, 2008
Whitehall Considers Bankruptcy Protection | www.jckonline.com
Whitehall Jewelers entry into jewelry's middle market tempted fate. Now, the question is not if, but when the company will disappear and how much of the trade it will take with it. Here's one view of how the situation will evolve and what's next for the industry.
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Movado Group's Problems Bigger than a Decline in Consumer Spending!
June 17, 2008
Movado 1Q earnings drop 48 percent | money.cnn.com
Movado Group's earnings declined sharply in the first quarter. However, the problem may be bigger than a decline in consumer spending in North America. Here's why.
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Large US Retailers at Risk as Imports Decline.
June 16, 2008
Fiscal spiral has merchants cutting back on imports | www.boston.com
As US retailers reduce imports, large companies operating retailing stores overseas may see international sales growth decline. Here's why international growth may not be the panacea for retail success.
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Large and Mid-Sized Jewelry Chains Lose as the Industry Consolidates.
June 6, 2008
S&P Downgrades Finlay on Weak 1Q Results | www.diamonds.net
The jewelry industry is consolidating, but not the way many investors thought. Here's are some of the winners and losers in this battle for market share.
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Sears' Investors Face Certain Loss.
June 2, 2008
Sears Loses Out To Costco And Big Lots | www.forbes.com
Years of sales declines and current operational loses, probably means Sears can't be saved. Here's why.
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No Free Lunch in Either Technology or Globalization, Only Tradeoffs.
May 30, 2008
Retail stores get fashions to market lickety-split | www.usatoday.com
Bringing fashion to the consumer quicker may be good for business, but it isn't free. Here are some of the tradeoffs.
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May 29, 2008
Zale increases stock buyback plan by $50M to $350M | www.forbes.com
While stock buy backs may increase Zale's short term share price, here's why the the company has actually declined in value.
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