GLG News by Experts in the Retail Council

Thomas SouzaChief Executive Officer Personalized Experts

How to survive retail in 2010

June 9, 2010

Analysis of:Retail Sales | www.personalizedexperts.com

How to survive the retail market in 2010 and beyond. Market changes are inevitable, fluctuations in sales and earnings will continue. Democrat spending out of control and will remain that way until November elections. Beware of false positives as they may lead you to things are improving. Though minimal improvement is upon us we are not out of the woods.

Roger DavidsonChief Operating OfficerMaGi Foods LLC

Is Wal-Mart Rollback a Rollover?

June 4, 2010

After four consecutive quarters of ID sales declines Wal-Mart management decided to take the initiative and fight back with a new more aggressive rollback program. Beginning the week of April 26, the last week of Wal-Mart’s first fiscal quarter, consumers and competitors began to get a look at a distinctly different Rollback (what I call a Rollover) program.

Steven DennisPresident and FounderSageBerry Consulting

“Faux Clearance”: Do Outlet Store Customers Care?

May 28, 2010

As the off-price retail segment explodes both in the on-line and brick and mortar world, more and more of the product is not clearance merchandise, but rather product make specifically for the channel.  It appears most consumers don't know this.  Would knowing, change their behavior and is the segment likely to face future growth challenges?

Steven DennisPresident and FounderSageBerry Consulting

Luxury Retail's "Broken V Recovery"

May 21, 2010

With dramatic sales and earnings improvements, the luxury retail sector appears to be in full recovery. But a closer analysis reveals that maintaining sales and profit momentum is about to get a lot more challenging.

Nicholas WhitePresidentRetail Horizons, Inc

Zale’s (ZLC) New Loan-A Bridge to Where?

May 18, 2010

Analysis of:With a Shiny New Financing Deal, Can Zale Regain Its Luster? | www.dailyfinance.com

Zale's new loan may not be the bridge to success hoped for. Here's why.

Nicholas WhitePresidentRetail Horizons, Inc

Zale(ZLC) Attracts Bears, But No Cash!

May 4, 2010

Analysis of:Zale Corp Attracts Bears…Again | www.benzinga.com

Time is running out for Zale Corporation as debt holders and prospective investors try to cut a deal. Still, what ever the deal, cash alone may not make the difference between success and failure. Here's more

Steven DennisPresident and FounderSageBerry Consulting

A Rebound Is Not A Recovery: Retail Still Has a Long Way to Go

May 4, 2010

The economic picture is improving and retail performance is following suit.  But despite recent positive comparisons retailers, particularly in the luxury sector have a long way to go before a true recovery is in place.

Steven DennisPresident and FounderSageBerry Consulting

Squeeze Play: The Off-Price Luxury Market Hits the Wall

April 20, 2010

There has been an explosion in growth in off-price luxury channels as new models such as Gilt, RueLaLa and HauteLook have emerged upon the scene and industry incumbents such as Neiman Marcus, Saks and Nordstrom have accelerated their own efforts.  But as consumer demand grows and the supply of authentic clearance merchandise shrinks dramatic change is inevitable.

Nicholas WhitePresidentRetail Horizons, Inc

Is the Zale (ZLC) Deal Uncertain as Ever?

April 8, 2010

Analysis of:Zale Stake Finalists Said to Include TPG, Golden Gate (Update2) | www.businessweek.com

Despite optimistic press leaks, Zale still doesn't have a deal and time is running out. Whether Zale can make a deal remains as uncertain as ever, but the real question is should it? Here's more.

G. Brent BarkinVice PresidentSHOE STATION, INC.

Response to Mr. Cassidy's analysis of the prospects on Skechers.

April 7, 2010

Analysis of:Wall Street Upbeat on Skechers Outlook | www.wwd.com

Skechers is poised for continued growth due to the Toning category for three reasons:1) Toning is still predominantly a womens' market; Skechers dominates in women-friendly retail channels.2) Skechers massive arsenal of proven lasts will allow the company to easily and inexpensively expand the product offering.3) Skechers strength online and their marketing genius allows them to make a pitch to a large audience.4) Skechers is capable of producing and delivering product.

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