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.

Zale-Management's Last Chance?

September 19, 2009

UPDATE 1-Zale to restate 2008, some 2009 results | cn.reuters.com

Zale says it will won't report FY 2009 numbers until October 29. Ninety days late and effectively six months since shareholders have seen any numbers for a company expected to lose millions. Obviously, Zale is betting good first quarter news will make everything alright. Maybe so, maybe not. But if management is wrong, look for more changes in the executive suite. 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.

DeBeers Advertising-A Knotty Problem for the Diamond Industry

September 15, 2009

The Everlon Diamond Knot | www.jckonline.com

Debeers' new advertising campaign is as much an example of the chaos in the diamond industry as are the continued sales declines. 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.

Lehman Bros Collapse-A Lesson Still Unlearned

September 15, 2009

Shifting Consumer Values | www.retail-merchandiser.com

Lehman Bros' collapse was an epic earthquake that nearly destroyed the U.S. financial system. A year later, there are still aftershocks and the remainder of our financial institutions isn’t really that different. Clearly, we haven't learned much from the event, especially when it comes to economics and policy-making. 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 Out Performs, While Zale Stumbles

September 9, 2009

Zale Corporation Postpones Fourth Quarter Results | www.reuters.com

Signet out performs the market as Zale stumbles again. 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.

Escalating Gold Prices Means Less Shine for All Jewelers, Especially Zale

September 8, 2009

Gold shines, topping $1,000 | articles.moneycentral.msn.com

Profitable jewelers like Kay and unprofitable ones like Zale will be adversely affected by higher gold prices. 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.

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

Michael Bonfils, CEO

Michael BonfilsCEOInternational Media Management Corporation 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.

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

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.

With Financing in Place, DreamWorks to Produce Six Movies a Year

August 20, 2009

Spielberg Gets Funds to Start Up New Studio | online.wsj.com

DreamWorks is able to achieve what many Hollywood producers have been unable to do: secure new sources of film funding in financially difficult times.

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.

Can Retailers Compete With Government's "Crown Corporations”?

August 14, 2009

US EARNINGS WRAP: Wal-Mart Profit Flat, Kohl's Down 3% | online.wsj.com

Retailers now face competition from what Europeans call "Crown Corporations", i.e., companies that are controlled by the government, like General Motors and Chrysler. Here's why retailers are likely to be the losers.

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.

Credit Contraction Threatens Jeweler's Sales Recovery

August 12, 2009

Consumer Credit Contraction Shows No Sign of Slowing | seekingalpha.com

Growing, not shrinking, problems threaten any fall recovery for retailers in general and jewelers specifically. Here is more.

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