GLG News by Experts in the Retail Council

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Buying Downwards "Ripe Time For Dollar Stores"

November 1, 2010

Peoples buying habits have changed over the past two years and the Dollar Store Industry is being rewarded for our current economic conditions. You also see a change from Target customers now shopping at these stores along with Walmart.

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Chiootle Mexican Grill " Mucho Caliente"

November 1, 2010

Chipotle undoubtedly leads the way in "Fast Casual Mexican" theme restaurants. One thing that makes this model work extremely well is its simplicity. The restaurants are very easy to manage and extremely profitable.I always wonder why they out perform their competition so much, and its easy to see why. They offer fresher products, they never abandon their concept by adding senseless products that don't compliment their concept, and their committed to staying with what got them to where they are today.

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Tough times ahead for Red Robin

November 1, 2010

While I like their burgers and their commitment to being a "family restaurant", I don't see a bright fututre for this company.While the last quarter showed a modest decline in comp sales, they were up against a terrible quarter in 2009 and I thought they should have at least broke even.

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Why I like Cracker Barrel CBRL

November 1, 2010

While their growth has slowed significantly, Cracker Barrel continues to outperform their competitors like Texas Roadhouse, Ruby Tuesday, and Applebees because they know how to execute.

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy

Walmart & Target vs. The "Dollar Industry"

November 1, 2010

As I follow the "Dollar Industry" especially in these economical challenging times, one would say "wow" they have to be hurting the likes of Walmart & Target. This is true, but only until there is a full recovery and people eventually will go back to their old shopping habits.

G. Brent BarkinVice PresidentSHOE STATION, INC.

Crocs, Not a Croc Anymore.

October 26, 2010

Analysis of:5 Footwear Stocks: Earnings Preview. | www.thestreet.com

Crocs, as a company, is not only not dead, but has been reborn.This is the case for three main reasons:First, the company has emerged from it's near-death experiences having learned the lessons of its past and ready to focus on the future.Second, the company has realized that marketing will only get it so far, and that product should be the engine of growth.Third, the world has caught Crocs fever.Crocs is no longer a fad and it is destined for bigger and better things.

Jeff BaronPresidentBaron Consult, Inc.

IKEA - Swedish Meatballs in Beijing - Part II

October 25, 2010

Analysis of:Ikea Plans to Add $300 Million to Mall Developer's Investment in China - Bloomberg | www.bloomberg.com

In July 2009, I wrote an analysis of Bloomberg’s article “Ikea Plans to Open Second Beijing Store on Demand; Seeks Site”. That analysis and a link to the article are at:https://councils.glgroup.com/news/Analyses.mvc/Details/41283.Little more than a year later comes IKEA’s announcement of an increase to $1.5 billion in the real estate funds budgeted for building shopping centers in China.

Nicholas WhitePresidentRetail Horizons, Inc

Zale (ZLC) Ranked Riskiest Retailer

October 14, 2010

Analysis of:Zale records $45.8 million in charges related to credit risk | m.dallasnews.com

Once America's number 1 retail jeweler, Zale now has the distinction of being Forbes' number one riskiest retail investment. Here is more.

Cyrus BulsaraPresidentProfessional Consultants & Resources

Avon Products Gains on Report That L'Oreal May Make Bid

October 12, 2010

Analysis of:Avon Products Gains on Report That L'Oreal May Make Bid | www.bloomberg.com

Bloomberg reports that Avon is up 8% on a possible bid from L'Oreal. All the synergies for integration could be tremendous, but L'Oreal has no experience in Direct Selling.

Cyrus BulsaraPresidentProfessional Consultants & Resources

Sally Beauty Acquires Aerial..."And Another One Bites The Dust"

October 5, 2010

Analysis of:Sally Beauty Expands in Midwest With Aerial Buyout | online.wsj.com

Sally Beauty (SBH) Expands in the Midwest with Aerial Buyout. This makes Sally Beauty the dominant distribution house for Professional Salon and Pro-Beauty products all across the USA. L'Oreal's SalonCentric / BAI is no match for the dynamism and bold acquisition moves of SBH.

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