Nicholas White

Mr. Nicholas White

President, Retail Horizons, Inc


          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

GLG News by Mr. Nicholas White, President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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.

Has the CEO Become Redundant in Retailing?

April 3, 2008

JCPenney chief merchant named to board | www.retailingtoday.com

With both the psychographics and economics of retailing changing, the role of the chief merchandisng officer may make  the CEO redundant in 21st century retailing.  Here's why.

Wal-Mart Takes Credit for Lower Market Prices as Its Savings Claims are Rebuked

April 2, 2008

Adwatcher faults Wal-Mart savings claim | www.forbes.com

Wal-Mart takes credit for the benefits of Americas free market, while advertising activists fault their savings claim.  Here's why their argument fails.  

US Jewelers Could Benefit From Watch Manufacturer's Strategies

April 2, 2008

Swatch Profit Rises at Slowest Rate in Three Years (Update4) | www.bloomberg.com

Despite the economy, select watch manufacturers, continue to grow sales and profits.  US jewelers could benefit from their growth strategies.  Here is how.

Lampert's New Organizaton Adds More Confusion To Sears Retailing

April 2, 2008

Sears Holding names tool, lawn president | www.forbes.com

Lampert's new efforts to revive Sears retailing is likely to mean lower sales, higher costs, and more employee turn over.  Here's why.

"Jewelry Retailers-Too Much Inventory, Chasing Too Few Customers

March 26, 2008

Sector Snap: Jewelry Retailers | www.forbes.com

Tiffany's results may have benefited the sector, but inflation, higher gold prices, inventory liquidations, and business restructuring leave year end results in doubt.  Here is why.

No Sale For Storied Name...Sears

March 25, 2008

A STORIED NAME ON SALE? | online.barrons.com

References to Sears' break up value will increase as the company's operating results continue to decline.  But no amount of hypothetical arithmetic, regardless of how well its articulated, can disguise the fact that this businesses' future value depends on a successful turn around.  But that too is becoming less likely.  Here is why.  

Employee's Lawsuit Jeopardizes Signet's Future Sales Growth

March 20, 2008

Cohen Milstein Files Class Action Lawsuit Against Sterling Jewelers | www.earthtimes.org

Win or lose, employee's discrimination lawsuit may result in a much weaker sales team and lower sales growth for Signet Group.  Here's why.

Wal-Mart Is In Denial

March 19, 2008

Wal-Mart buys rest of Seiyu | www.retailingtoday.com

Wal-Mart delays its inevitable departure from the Japanese market as it completes the buyout of Seiyu.  Here is why Lee Scott continues to invest shareholders money in a Japanese venture that is all but doomed to failure.

Could Walgreen Threaten Apparel Retailers?

March 19, 2008

Walgreens to launch private label clothing line | www.retailingtoday.com

If recent experience has taught retailers anything, it is serious competition can come from unexpected sources.  Here's why Walgreens could be a real threat to apparel retailers.

"Four Digit" Gold Prices Will Remake the US Jewelry Industry

March 18, 2008

Gold Hits $1,000 an Ounce | www.jckonline.com

"Four digit" gold prices will make many of the products sold in today's jewelry stores almost unsaleable; forcing the industry to reinvent itself.  Here's how that might happen.

Enough With the Spin, It's Time for the Sears Board to Act!

March 17, 2008

Sears launches new effort to boost image, low sales | www.prweekus.com

Sears management needs to spend less time on "spin" and more time on retailing basics. The company's latest PR efforts will do nothing to improve business and wastes company resources too.  At best, it will temporarily diffuse skeptics criticism of managements performance.  Worse it will delay the board making the kind of real change needed at Americas second largest retailer.      

Zale's New Stock Buyback is Bad for Investors.

March 13, 2008

Zale Lifts Stock Buyback by $100 Million | www.forbes.com

The market continues to  reward bad behavior as Zales stock traded slightly higher on news the company was diverting additional cash to buy back stock.  Here's why a bigger stock repurchase is  a bad idea.

Inventory Reductions May Not Be Sufficient to Rescue Finlay

March 11, 2008

Finlay Extends License Deal With Macy's For 2 Years | www.rttnews.com

In spite of renewed contracts with Macy's, Finlay continues face declining cash flow because of lower comp store sales and dwindling store base.  The company's efforts to maintain liquidity by liquidating excess inventory may not be as successful as investors believe.  Here is why.

Has Prosperity Dimmed Blue Nile's Future?

March 11, 2008

Blue Nile Falls After CFO Resigns | www.forbes.com

The the economy may not be the only factor affecting Blue Nile's performance in 2008.  Here's why.

Zale Shareholders Ignore Hedge Fund Failures

March 3, 2008

Zale Initiates Operational Efficiency Program to Generate $65 Plus Million in Annual Savings | news.morningstar.com

Zale cuts employees and operating expenses again for the 2nd time in as many quarters, but with top line sales declining, hedge fund tactics may once again fail to drive profitability at Americas second largest jewelry retailer. 

Hedge Funds Look For Zale Exit Strategy

February 22, 2008

Zale 2Q Profits -32%, Jeweler to Become 'More Nimble' | www.diamonds.net

Dismal results, inexperienced management team, and pecuniary strategy points to a quick exit by hostile hedge funds.  

Wal-Mart's Out of Its Element and the Numbers Show It.

February 21, 2008

Wal-Mart's Back in Its Element | www.fool.com

Nothing has really changes at Wal-Mart to suggest that it will perform that much better in a declining economy; including the numbers.  Heres why.

Lampert Out Of Touch With Sears Strategy

February 20, 2008

Big hopes for ministores | www.baltimoresun.com

As Sears falls further behind, Sears retail strategy grows more disparate between divisions which will probably worsen during the new reorganization.  Clearly Lampert is out of touch with what is happening.

No Guts No Glory, Savvy Merchants Can Make Money In This Economy

February 18, 2008

Retailers trimming back merchandise | www.msnbc.msn.com

Most retailers will play it safe as consumer spending declines, but with over $2 trillion in retail sales in play, there are big market share opportunities for companies with innovative merchants at the helm. 

Finlay May Need More Cash Despite Improving Sales Trends

February 12, 2008

Finlay to Lose 94 Macy's Locations | www.jckonline.com

The addition of Baily, Banks, and Biddle sales may more than off set the lose of 94 Macy's jewelry departments.  However, the company may need a lot more cash than the current business can generate to sustain its current specialty jewelry store growth strategy.  Here's why.

Previous Page : 45678910111213Next161 to 180 of 435

Subscribe to Updates

RSS By RSS

Add to Google Reader or Homepage

Subscribe in Bloglines

Leading institutions connect with Nicholas White through GLG