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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 Walmart's (WMT) Best Day Behind It?

February 19, 2009

Wal-Mart Has Its Day | www.forbes.com

Even as Walmart thrives in this recessionary economy, changes in consumers buying behavior and rapidly declining international economies may mean its best day are behind it.  Here's 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.

Declining Retail Sales Trend Likely to Continue.

February 13, 2009

Retail Sales Rebound...Just a Bit | seekingalpha.com

Despite a slightly better January, long term, declining retail sales growth is likely to continue.  Here is 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.

Will the Stimulus Bill Cost Retailers a Trillion Dollars in Sales

February 11, 2009

Dissecting the Faux Stimulus Fiasco | seekingalpha.com

Unfocussed and fragmented, the spending planned by Congress will cost retailers billions in sales and thousands of lost jobs.  Here's 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.

Luxury Brands Face an Uncertain Future

February 10, 2009

The future of luxury: custom fashion, cheap chic | online.wsj.com

Over expansion of uber-luxury brands and falling demand for others means a slower growth and higher operating costs for this industry segment.  Here's 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.

Has Kellogg Ignored the Customer?

February 10, 2009

Kellogg Shrinks Cereal Boxes to Add Store Shelf Space | www.bloomberg.com

Shopping behavior is hard to change.  Kellogg's new packaging initiative may undersestimate what it costs to change customer's minds.

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.

Macys (M) Job Cuts Will Only Harm the Franchise More

February 5, 2009

Macy's Takes Marketing Local, Cuts Jobs Nationwide | adage.com

Weak top line sales and an even weaker balance sheet can't be attributed to the recession.  Here is why Macys current strategy can't compensate for weak leadership and and an even weaker business strategy.

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 the Recession be Blue Nile's Undoing?

January 27, 2009

2-Star Stocks Poised to Plunge: Blue Nile? | www.fool.com

Blue Nile's wasn't the first company to try to reinvent the retail diamond industry.  Here's why changes in the consumer and in the diamond pipeline will be their eventual undoing.

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) Sale Strategy in the UK May Be A Looser

January 26, 2009

H.Samuel Knocks Off 50% on Valentine’s Day Sets | www.idexonline.com

Signet's knocking 50% off its low end jewelry for Valentines Day.  Here's why that may be a mistake.

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 Circuit City a Victim of the Our Broken Free Market System

January 19, 2009

Circuit City to liquidate remaining US stores | www.businessweek.com

In a country that prides itself in nurturing the free market system, more and more large companies are falling victim to our peculiar form of it.  Here are some of the 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.

Revised: Many More Jewelry Bankruptcies Ahead Unless Retailers Change

January 15, 2009

Shane Co. files for Chapter 11 | www.bizjournals.com

The shake out of the retail jewelry business has just started, suggesting that creditors recoveries may be more costly to achieve and  less than in the past.  Here's why and what jewelers need to do to reverse the trend. 

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