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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.

Are Sears Holdings (SHLD) Surprise Earnings Irrelevant?

May 25, 2009

Sears Holdings Reports First Quarter Results and Extension of Its Credit Facility | news.prnewswire.com

Sears Holdings surprised Wall Street analysts by posting increased first quarter earnings versus the Streets expectation of a loss. But just how relevant is the earnings surprise to SHLD's turn around?  for the answer, here's more.

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.

Does Zale's Higher Stock Price Signal a Recovery?

May 22, 2009

Zale Soars 28% in Sign of Jewelery Recovery | www.thestreet.com

Does Zale's higher stock prise signal a arecovery or is it a consequece of the companies instability?  Here's more.

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.

Investors Need More Information About Zale (ZLC)

May 6, 2009

Best Performing Stocks During the Rally | seekingalpha.com

Zale has been one of the best performing stocks in the recent market rally.  But does the increase signal a stronger company and a strengthening industry or just an irrational market.  Here's why investors may need more than technical tools and fundamental analysis to decide.

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 Liabilities Increase, But Does It Matter?

May 4, 2009

Zale may be on hook for leases of Bailey Banks & Biddle | www.dallasnews.com

Zale liabilities for BB & B leases are real, quantifiable, and an imminent threat to future earnings and cash flow.  But will the company recognize them?  More importantly, does it matter in today's neurotic market?  Here's more

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.

Blue Niles' (NILE) Problems Are No Secret

April 21, 2009

Ahead of the Bell: Blue Nile downgraded | www.forbes.com

Does Deutsche Bank know something about Blue Nile no one else does?  Maybe, but Blue Niles' problems are no secret.  Here's more.

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.

Small Jewelers Likely to Benefit as Large Public Jewelers Change Leadership

April 9, 2009

Beasley Resigns from Helzberg; Replaced by Raff | www.jckonline.com

Turmoil in the executive suites of large jewelry chains will benefit smaller jewelry competitors.  Here's more.

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.

Signet’s (SIG) Short Positions Climb as Zale (ZLC) Prices Soars-Revised

April 7, 2009

Zale Shares Shine In Light Of Signet's Positive Outlook >ZLC | online.wsj.com

Here's why short sellers of Zale stock may be the only winners.

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.

IS Best Buy (BBY) Struggling To Find Direction?

April 5, 2009

Best Buy following Toys R Us into used games? | www.examiner.com

Being number one has the advantage of choice that the competitive market place rarely gives a retailer.  But with choice, comes the need for discipline.  Here why Best Buy's latest move should concern investors.

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.

Signet (SIG) Lags Jewelry Market Growth

March 31, 2009

Signet Jewelers Ests Reduced | www.zacks.com

Despite meeting analyst's earnings expectations, Signet's own numbers show they are losing market share to the independent and small regional jewelers.  Here's more. 

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.

Finlay (FNLY) Closer to Liquidation (Revised)

March 30, 2009

Zell Bros. shelves high-profile move | www.bizjournals.com

Finlay's management appears to say one thing while actually doing another.  Here's why the company may be closer to liquidation than most know. 

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