GLG News by Experts in the Retail Council

Nicholas WhitePresidentRetail Horizons, Inc

Putting Zale’s (ZLC) Challenges into Context

January 9, 2011

Analysis of:Investors cautious on Zale as sales report nears | www.dallasnews.com

As Zale prepares to announce November and December sales, what seems important is to put 2010 events into context. Here is more.

Steven DennisPresident and FounderSageBerry Consulting

Luxury's Back! Uh, not so fast.

January 6, 2011

The recent string of positive comp-store sales reports and improved earnings releases have led many to conclude that the luxury business is both booming and fully recovered. While that may be in true in developing markets a closer look reveals that at least in the US, better does not mean good, and a recovery is still a ways off.

John DominoPrincipalJTD Retail Strategies

Target's Focus on Fresh

January 3, 2011

Analysis of:Shopping at Target? Now You Can Pick Up a Dozen Eggs | www.nytimes.com

The new P-Fresh format by Target poses a significant long term threat to conventional supermarkets across the country.

John DominoPrincipalJTD Retail Strategies

What's Next for Shaw's

December 22, 2010

Analysis of:SUPERVALU Struggles to Sell Shaw's Chain | blogs.wsj.com

The reported attempts by SUEPRVALU to sell Shaw's should not be a surprise. The actual value of the chain is probably in the $700-800 million range and driven by the value of a group of 50-60 core stores.

G. Brent BarkinVice PresidentSHOE STATION, INC.

Response to Frank Voisin's investment analysis of Skechers

December 17, 2010

Analysis of:Investment Analysis: Skechers U.S.A., Inc. | www.gurufocus.com

Mr. Voisin's analysis that Skechers is currently valued correctly by the market is an accurate one and may not even go far enough. I would further suggest that Skechers is poised for even further weakness for three reasons. First, Toning is mainly a fad which is on the way out. Second, Skechers current arrangements with their retailers will harm them in the future. Finally, Skechers inventory is not only heavy but drastically overvalued.For these reasons, Skechers is still a company to avoid.

Steven DennisPresident and FounderSageBerry Consulting

Holiday Hype: The Unimportance of Cyber Monday

November 29, 2010

Contrary to what the media espouses, Cyber Monday is neither a very significant sales day nor a bell-weather for overall holiday performance.  The reality is quite different from the hype.

Steven DennisPresident and FounderSageBerry Consulting

Holiday shopping comes early, late and why Black Friday is mostly irrelevant

November 23, 2010

Avoid the hype around Black Friday and get a clearer picture of holiday retail sales.

John DominoPrincipalJTD Retail Strategies

Food Retail Formats for the Future

November 11, 2010

The customers of the future are likely to be more value-conscious, more ethnic, and more reliant on digital communications than those in the past. Many of the top 10 conventional chains around the country are currently experiencing negative or stagnant comp-store sales, are selling stores and exiting markets, and are not likely to be significant players in the future. Kroger and a few strong regional players are likely to dominate this segment of the market in the future. However, the retail food formats that will experience significant growth and success moving forward will be:Price-focused formats similar to WINCO and Shop RiteEthnic-focused stores similar to H-Mart and Grand MartTargeted-specialty stores similar to Trader Joes, Sprouts and SunflowerFoodie Superstores similar to Wegman’s and HEB’s Central Market.

Steven DennisPresident and FounderSageBerry Consulting

Luxury Market Research Smackdown: What is the True Future of Luxury?

November 11, 2010

The luxury industry has rebounded, but not yet recovered, and the future remains uncertain.  Recently two prominent luxury industry market research firms outlined their views of the future.  Turns out they have contradictory views and fundamentally different recommendations on what luxury brands should do.  Who's right?  Neither one, exactly.

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Panera Bread's Expansion Plans

November 6, 2010

St. Louis-based Panera Bread Co. reportedly has revealed plans to expand the chain throughout the New England area, according to The Boston Globe. The fast-casual restaurant chain hopes to open approximately 100 new restaurants nationwide, including 28 in New England and 12 in Massachusetts between now and the end of 2011, according to the company. At the start of 2010, the company operated 33 Panera restaurants in the Boston area.

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