GLG News by Media Buyers

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 Bondholders Buy Time at Suppliers Expense

February 27, 2009

Finlay to Exit Dpt. Stores, Close 40 of its Specialty Boutiques | www.diamonds.net

Troubled GE Capital and Falcon Harbinger bought time to get their weak balance sheets into better shape before pulling plug on Finlay Enterprises.  Here's why Finlay needs new investors and soon.

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 Management Brings Company to Its Knees

February 25, 2009

Zale Corp. reports loss, plans job cuts | www.portfolio.com

After a long string of failures, Zale's board and current operating management has finally brought this American retail icon to its knees.  Here's more.

James MeyersChief Executive Officer Alpha Media 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 New French State TV Advertising Regulations Provide for TF1 and M6

February 25, 2009

TF1 Slumps Most Since 2001 on Sales Drop Forecast | www.bloomberg.com

1.      French state-owned television will be phase out commercials entirely by 2011, eliminating some $700 million in advertising revenue      2.      French TV ad spending was $4.6 billion in 2008. For 2009, ZenithOptimedia expects a 5% decline

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 to Declare Bankruptcy Unless Vendors Comply-Part 1

February 25, 2009

Finlay Negotiating Terms with Vendors | www.diamonds.net

Finaly tries to delay the inevitable if it can get certain suppliers to reschedule payments for last years merchandise.  Here's the deal as reported and what it means to the industry.

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.

No Joy at RadioShack (RSH)

February 24, 2009

RadioShack 4Q Net Drops 39% On Falling Margins, Sales | money.cnn.com

On the one hand Julian Day may be the right man for the job during a recession.  On the other, his lack of vision and inexperience in specialty retailing may mean Radio Shack misses the biggest CE retailing opportunity since the advent of the category killer format.  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.

Do Birks & Mayors (BMJ) Results Fore Tell Grim Times for Retail Jewelers?

February 24, 2009

Birks & Mayors Reports Third Quarter Fiscal 2009 Results | www.tradingmarkets.com

Everyone knows that the retail jewelry was one of the hardest hit sectors during the holiday season.  Birks & Mayors earnings results may quantify just what "hard hit" means for the jewelry industry in general and for companies like Zale and Finlay specifically.

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), A Model for the Future or History's Footnote?

February 23, 2009

IDEX Online Research: Inflation Pace for Jewelry Slows in January | www.idexonline.com

As Zale prepares to report the worst holiday profits in the company's history, its becomes clear that mid-market jewelers must reinvent their profit model in order to survive.  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.

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.

James MeyersChief Executive Officer Alpha Media 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.

New Chapter for Satellite Radio

February 19, 2009

Sirius XM, Liberty Reach A Deal | www.radioink.com

1. Sirius XM has 19 plus million devoted fans and lots of star power but has been unable to produce a profit.     2. Sirius XM has a total debt load of $ 3.25 billion   3. Echostar will do well since it is among the debt holders who will be paid off through the Liberty pact at a price considerably higher than when SATS acquired the notes

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.

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