GLG News by Office Supply Companies Experts

Howie GelbtuchPrincipalGreenwich Realty Advisors Writing Corp

More details and insights about the planned Sears Holdings store closings

January 4, 2012

Sears Holdings recently announced plans to close 100 to 120 of its stores.  Of these, 79 locations were disclosed on December 27, 2011 and 90% of them – 71 stores— are in our proprietary database of retail stores.  We estimate that the 71 stores we identified total about 6.6 million square feet of gross leasable area, an average of roughly 93,000 square feet per location.

Roger DavidsonChief Operating OfficerMaGi Foods LLC

Is Wal-Mart Rollback a Rollover?

June 4, 2010

After four consecutive quarters of ID sales declines Wal-Mart management decided to take the initiative and fight back with a new more aggressive rollback program. Beginning the week of April 26, the last week of Wal-Mart’s first fiscal quarter, consumers and competitors began to get a look at a distinctly different Rollback (what I call a Rollover) program.

Roger DavidsonChief Operating OfficerMaGi Foods LLC

John Being a Leader!

August 7, 2009

Analysis of:Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand and WFMI rebounded to a third quarter that propelled the stock to $29/ share.

Roger DavidsonChief Operating OfficerMaGi Foods LLC

Time to Reposition Hills

August 2, 2009

Analysis of:Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

Frank FrystakPresidentFrystak Associates

Macys current performance

May 21, 2008

Analysis of:Macy's Same-Store Sales Down 2.6% | www.jckonline.com

Macys in store servicing of current customers is a key to there growth in this very tough retail climate. There addition of new branded merchandise catagoires , Ie Martha Stewart, Donald Trump , etc. gives them a creative edge to be competative in the next 2 qtrs. The jury is out for most better retailsers . Wal-Mart and Costco appear to be  weathering the economic storm as customers continue  to look for price driven value.

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