GLG News by Experts in the Retail Council

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Zacks Haloween Costume for RGS - Regis Downgraded to UNDERPERFORM !

October 1, 2010

Regis Downgraded to UNDERPERFORM ! | www.zacks.com

Smart move by Zacks as Regis is Downgraded to Underperform.

Nicholas White, President

Nicholas WhitePresidentRetail 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.

Zale (ZLC): Is the End In Sight?

September 30, 2010

Zale CEO Discusses F4Q2010 Results - Earnings Call Transcript | seekingalpha.com

Despite new capital, a new board, and a new CEO, Zale still faces the same product, merchandising, value, and positioning problems that created the liquidity crisis in January 2010. Here is more.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever's Acquisition of Alberto...Potential Explosion of M&A activity

September 29, 2010

P&G Won’t Counter Unilever Bid for Alberto-Culver...BUT wants Beiersdorf / Nivea ! | www.businessweek.com

Unilever's bid for Alberto-Culver at $3.7 billion, may not set off competitive bids, but has the potential for setting off a chain reaction of explosive, high-powered, M&A activity in the CPG Toiletries & Cosmetics sector.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever (UN) on the Prowl Again...for Alberto-Culver (ACV)

September 26, 2010

Unilever in Advanced Talks to Buy Alberto Culver . | online.wsj.com

Unilever's Paul Polman is on the prowl again and in advanced talks to acquire Alberto-Culver per the Wall Street Journal.This is a match made in heaven for M/s Polman & Lavin.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

RGS: Regis - "Only Fools Rush In - Where Angels Fear To Tread"

September 24, 2010

Generally lackluster performance of all Consumer Goods & Services stocks on Wall St., has created great interest in RGS/Regis, after their announcement of a "strategic review" and a Chapter 11 declaration on the Trade Secret spin-off to Premier Salons.

Nicholas White, President

Nicholas WhitePresidentRetail 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.

Will Golden Gate Get It Wrong by Investing In Zale (ZLC)?

July 24, 2010

Zale shareholders expected to OK Golden Gate Capital plan | m.dallasnews.com

With the economy softening, Golden Gate has big decisions to make before investing in Zale. Here is more.

G. Brent Barkin, Vice President

G. Brent BarkinVice PresidentSHOE STATION, 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.

Updated analysis of the Prospects of Shape Ups

July 9, 2010

Footwear Maker Sets An Early Pace In The Race For Toning Shoes | www.investors.com

Response to the article: http://www.investors.com/NewsAndAnalysis/Article.aspx?id=539239&ven=yahoo regarding Skechers' "early mover" advantage and the power of the brand to succeed.The bloom may be coming off the rose. Skechers is no longer the only player in the field.A sale is on the horizon.Shipping and production issues in China will start to plague Skechers.The big question has finally been asked: does Toning footwear in fact tone?The author sees the beginning of the end.

Steven DennisPresident and FounderSageBerry Consulting 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.

The Private Flash Sales Sites Jump The Shark

July 3, 2010

The so-called flash sales sites (Gilt Groupe, RueLaLa, etc.) have grown from nothing to an important new retail segment in under 3 years.  But their rapid growth requires a dramatically increased supply of merchandise to support their value proposition.  For most their product offering has shifted substantially calling into question their ability to drive profitable growth.

Nicholas White, President

Nicholas WhitePresidentRetail 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.

Movado (MOV) Struggles to Find Its Place In a Changing Market Place

June 24, 2010

Movado taps Faranda for new senior VP post | www.nationaljewelernetwork.com

Movado continues to struggle, here are some reasons why.

Nicholas White, President

Nicholas WhitePresidentRetail 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.

Nine Reasons Why 2010 Will Likely End Poorly for Zale.

June 21, 2010

UPDATE 1-Zale must pay or Citibank will sever agreement | www.reuters.com

Zale’s in ability to get its financial house in order jeopardizes the company's very survival. But, that may be the least of Zale's problems. Here's more.

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