GLG News by Online Retail Experts

Martin BrillManaging PartnerSweetwater Consulting LLC

Improved Gross Margin and Lower Costs Trump Same Store Sales For Holiday

September 23, 2009

Analysis of:Holiday Forecasts See Sales Down, Profits Up | www.wwd.com

Same store apparel sales for holiday 2009 will likely be flat or down but those retailers with improved gross margin and sharply reduced expenses are positioned to win big once consumer confidence returns.Improved product development strategies, sharper merchandising, greater speed to market and well managed inventory levels are the keys to greater gross margin in what will likely be another highly promotional holiday retail environment.

Cathy StaufferOwnerCathyStaufferConsulting

Amazon Branded Accessories Should be a No Brainer For Buyers

September 22, 2009

Analysis of:Amazon starts own consumer electronics brand | www.videobusiness.com

Amazon's house brand of CE accessories should translate into incremental revenue and profit and higher customer satisfaction.  Having the right accessories from the moment consumers set up their electronics, backed by a retailer they trust, in packaging that's very easy to open (don't underestimate the aggravation factor traditional accessory packaging causes), at great value, is all good for Amazon and their customers.

Cathy StaufferOwnerCathyStaufferConsulting

Adobe and Omniture - A Sum Much Greater Than The Parts

September 17, 2009

Analysis of:Adobe Says It's Buying Omniture To Fill Customer Need>ADBE | online.wsj.com

The value proposition created by combining Adobe creation tools and Omniture analytics could be truly transformative for Adobe, and for a whole industry of designers, advertisers, publishers and e-tailers. The sad truth is, even with all the strides made in slick analytics and cool web creation tools, when it comes to truly optimizing websites, advertisers and business operators still too often feel like they're driving blind.

Cathy StaufferOwnerCathyStaufferConsulting

Pop Up Retail Can Prop Up Retail Results

September 16, 2009

Analysis of:For Toys 'R' Us, Holidays Are Open and Shut | online.wsj.com

Whether it's for a week or for a season, Pop-Up stores can be one of the most efficient and exciting ways to extend brand reach, relevancy and access, generating both immediate direct response sales and long term brand building. While it’s not a new concept, with lots of available retail space and motivated landlords anxious to boost occupancy and traffic, it is particularly timely for creative and opportunistic companies looking to gain mind share and market share.

Jason KraOwnerTotal Sports Resources

Value is the name of the game for q3 + q4

September 14, 2009

Analysis of:Gap, American Eagle Sales Top Analysts’ Estimates | www.bloomberg.com

People ask if we have turned the corner on a recession. They say the positive / stability of sales to plan is a indicator that we have turned the corner to recovery. I say the opposite. Gap , American Eagle, plus a slew of other mall based retailers who are achieving and beating their plans are doing so because the consumer is reacting to value. Value is king now and retailers who provide a better value equation compared to others will win market share in this level off period.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

New Penn Labor Concessions, Is this Enough?

September 10, 2009

Analysis of:New Penn Teamsters Approve Concessions | www.tdu.org

The recent Teamsters vote was a great start for the struggles LTL industry. Is this enough to carrier the industry into the 3rd Quarter 2010?

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Is it Fraud or Poor Management, $50M Wasted Annually at Agency Alone

September 10, 2009

Analysis of:Ten Reasons Frauds Occur | news.glgroup.com

The US Postal Service has approx. 1,100 employees sitting idle daily during the current USPS downturn. As mail volume is down and Senate seeks to in source, are we going the same direction?

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

US Federal Government In-sourcing, A 2010-2011 Trend

September 10, 2009

Analysis of:Defense industry pleads for investment | www.ft.com

There are numerous efforts to stop run away spending in the federal government. Congress is acting immediately! Some federal contractors may be impacted in 2010.

Michael BonfilsCEOInternational Media Management Corporation

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Analysis of: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.

Cathy StaufferOwnerCathyStaufferConsulting

Is Dell Going To Lose Interest in Their Consumer Retail Business?

August 28, 2009

Analysis of:Dell Profit Falls 23% on Lower Sales | online.wsj.com

Clearly Dell missed out not being an established retail PC brand as consumers shifted from desktops to notebooks, and with it their shopping behaviors.  But, since Michael Dell returned as CEO in 2007, Dell has established relationships with many of the largest retailers around the world, and now has over 40,000 retail points of distribution, yet consumer growth has been slow and difficult. 

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