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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May 23, 2008
Zale Corporation Reports EPS Loss of $0.42 for the Third Quarter of Fiscal 2008 | www.businesswire.com
By most measure Zale got lucky in its third quarter posting higher sales and a lower than expected loss. Now investors are rewarding the company with higher stock prices betting Zale will achieve its estimated FY 2009 earnings. Here's why it may not be such a good bet.
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Publicly Traded Jewelers Lose Market Share to Smaller Chains and Independents.
May 22, 2008
Despite record-high gold prices and gloomy economic forecasts, jewelers and suppliers are learning to cope. | www.jckonline.com
Large publicly traded jewelry chains, department stores, and discounters are losing sales to smaller jewelry chains and independent jewelers. Here's why.
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Will Macys' Operating Earnings Continue to Decline.
May 20, 2008
Macy's Same-Store Sales Down 2.6% | www.jckonline.com
Macys' performance is less one of a slowing economy, as much as it is about basic merchandising and value at the local and regional level. Here's why earnings may continue to decline at Macys.
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Will Stretched Consumers Drive Signet Sales Lower
May 20, 2008
Credit crunch hits middle classes | www.theretailbulletin.com
Both Signet's short term sales growth and long term repositioning strategy may be in jeopardy as UK economy contracts. Here's why.
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Is Blue Nile STILL an Internet Growth Company?
May 15, 2008
Blue Nile shares rise as profit falls but beats expectations | news.moneycentral.msn.com
Blue Nile continues to be priced as if it were a Internet growth company. Here's why that may be a mistake.
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The Mall Is Dead.."Long Live the New King"
May 12, 2008
J.C. Penney expansion plans include mall exodus | www.smartbrief.com
The mall is dead, at least ins so far as ownership of the consumer is concerned. However, retailers have been slow to react. J. C. Penney is one company that sees the strength of a diversified real estate portfolio. Here's why retail companies that move off mall will be the winners in the next decade.
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Is Signet Groups Better Performance Sustainable?
May 9, 2008
Signet Q1 group like-for-like sales down 2.5 pct | www.reuters.com
Signet's improved first quarter performance may not translate in to stronger performance this fall. Here are just a few of the reasons why.
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May 9, 2008
UPDATE 1-Zale 3rd-qtr sales up but expects loss | www.reuters.com
Zale traded margin for sales growth and still expects to lose 40 cents to 45 cents per share in its third quarter. The question for investors is can the company improve sales and profitability during Christmas 2008 (FY 2009) using the same underlying tactics? Here's why investors may be disappointed.
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Sears Could Get a Second Chance as the Recession Evolves.
May 7, 2008
Sears Braces For Spending Slump | online.wsj.com
Chairman Lampert would have prospective investors believe Sears' problems are because of the recession. That's understandable, since he isn't likely to admit that he blew it squandering billions on overvalued stock buy backs, while reducing its retail business to the worst operation in the industry. Having said that, I think the consumer will be radically different as the recession unfolds which means most retailer may need to reinvent their offer to attract new and old customers alike. If that occurs, it could level the playing field for Sears. It's also a risky business that more successful retailers may resist which could give Sears a head start. The question: Is Lampert up to the task?
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Every Retailer Has Something to Gain From Amazon's Lawsuit over Collecting NY Sales Taxes
May 6, 2008
Amazon suing New York state over new sales tax law. | today.reuters.com
Amazon's lawsuit may be more about the viability of sales and use taxes to collect state revenue than about one e-commerce company collecting New York sales tax. Here's why.
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More Bad New For Retail Investors?
May 5, 2008
Confidence Falls to Lowest Level in 26 Years | www.nytimes.com
While early first quarter earnings have been better than expected and liquidity has improved in the credit markets, there is no sustainable consumer spending rebound insight. That's bad news for retailers and investors alike.
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Do Retailers Have What It Takes to Expand into Russia, Brazil, India, and China?
May 5, 2008
Li & Fung boss predicts BRIC retail expansion | www.just-style.com
Overseas expansion into mature Western-like countries has been hit and miss for many US retailers. Despite the potential profits, opening stores in emerging countries like Russia, Brazil, India, and China is even more risky. Here's why
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Will Zale Prosper During the Down Turn?
April 24, 2008
Zales vs. Peers: Possible Difficulties Ahead | seekingalpha.com
It’s problematic whether Zale is a good quarter to quarter play during the current down turn. But it ‘s even more uncertain if it will be a successful turn around in this decade. Here's why.
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Are Retailers Too Optimistic About Mother's Day Sales Potential?
April 24, 2008
Mother's Day expected to generate $15.8B in sales | www.bizjournals.com
The NRF's Mother's Day survey seems to overstate Mother's Day sales potential. Here's a contrarian's point of view.
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Many Retail LBO's or Hedge Fund Buyouts May End In Bankrupcy
April 22, 2008
Retail chains forced to reorganize in face of economic downturn | www.smartbrief.com
The eventual consequence for many retailers who are bought through LBO’s or acquired by hedge funds may be bankruptcy or liquidation. Here's why.
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Style Alone Isn't Enough for Department Stores to Succeed !
April 21, 2008
Department Stores focus on Style | www.courierpostonline.com
Style alone won't make the difference in department store performance. Here's why.
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No Numbers is Bad News for Investors
April 18, 2008
Retailers Get Stingy With Data | www.blueridgenow.com
Fewer retailers may issue sales numbers and profit forecasts in the future. What's worse is the numbers investors do get may become less relevant to predicting next quarters performance. Here's why.
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Root Causes of Friedman Jeweler's Failure Endemic to Jewelry Industry
April 10, 2008
Friedman's to Start Store-Closing Sales | www.forbes.com
Friedman's failure is not as much a consequence of a bad economy or poor strategy as it is about the motivations of its owners and how the business was financed. Here's why.
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April 4, 2008
Zale Corp. names William Acevado as executive VP, chief stores officer | www.forbes.com
As Zale adds a new Chief of Store Operations (CSO) to its executive suite, investors have to ask when they can expect a turn around plan. Here's why it may take longer than they think.
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Consumer Rebates Unlikely to Improve Sales Growth!
April 3, 2008
Retailers Compete for Share of Consumers' Rebate Checks | www.retailwire.com
Someone once said, “if you can’t measure it, you can’t improve it”. That’s today’s paradox today. The numbers don’t reflect reality. But we chose to believe the them anyway and fashion policy accordingly, making conditions worse for the consumer. The consumer rebate won't likely improve retail sales. Here's why.
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