GLG News by Online Retail Experts

Steven DennisPresident and FounderSageBerry Consulting

Crazy Eddie and Sears’ Hail Mary Pass

February 25, 2011

With years of dismal results and now the hiring of a new CEO with no retail experience, Sears' outlook looks even more questionable. 

Martin BrillManaging PartnerSweetwater Consulting LLC

Apparel and Footwear Shoppers About to Deal With Steep Price Increases

February 15, 2011

Analysis of:Apparel Prices Primed to Rise | www.wwd.com

Commodity cost increases in cotton, wool and leather will increase retail prices for basic items from 5% to 15% in the second half of 2011 into 2012.Many retailers and apparel manufacturers are planning to introduce innovative blends, using synthetics, to keep apparel prices at current levels and seeking out cheaper production facilities.

Steven HarnsbergerPrincipalFreestyle Digital Media

Hulu Stuck Between a Rock and the Entertainment Industry

January 28, 2011

Analysis of:Hulu Reworks Its Script as Digital Change Hits TV - Hulu Online Cable Move? | online.wsj.com

Hulu is trying to reinvent itself as a paid service, either as a SVOD provider  or a replacment cable service .  Because of conflict between the Board of Directors and its management, there is little chance that Hulu will ever be able to offer a subscription TV service like the one discussed in this article.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

California AB 32; This Decades Global Supply Chain Game Changer

January 24, 2011

Analysis of:California Assembly Bill 32: Global Warming Solutions Act | www.arb.ca.gov

Since 2006 the State of California has been aggressively provided national leadership on the Global Warming challenge.   The California Air Resources Board has developed an 2020 implementation plan that has North American and Global Supply Chain implications.  Firms including Dell, Wal-Mart, Whole Foods and Office Depot are among a select group of business climate change leaders that are defining how global supply chains will operate in the near future.    

Steven DennisPresident and FounderSageBerry Consulting

Luxury's Back! Uh, not so fast.

January 6, 2011

The recent string of positive comp-store sales reports and improved earnings releases have led many to conclude that the luxury business is both booming and fully recovered. While that may be in true in developing markets a closer look reveals that at least in the US, better does not mean good, and a recovery is still a ways off.

G. Brent BarkinVice PresidentSHOE STATION, INC.

Response to Frank Voisin's investment analysis of Skechers

December 17, 2010

Analysis of:Investment Analysis: Skechers U.S.A., Inc. | www.gurufocus.com

Mr. Voisin's analysis that Skechers is currently valued correctly by the market is an accurate one and may not even go far enough. I would further suggest that Skechers is poised for even further weakness for three reasons. First, Toning is mainly a fad which is on the way out. Second, Skechers current arrangements with their retailers will harm them in the future. Finally, Skechers inventory is not only heavy but drastically overvalued.For these reasons, Skechers is still a company to avoid.

Steven DennisPresident and FounderSageBerry Consulting

Holiday Hype: The Unimportance of Cyber Monday

November 29, 2010

Contrary to what the media espouses, Cyber Monday is neither a very significant sales day nor a bell-weather for overall holiday performance.  The reality is quite different from the hype.

Steven DennisPresident and FounderSageBerry Consulting

Holiday shopping comes early, late and why Black Friday is mostly irrelevant

November 23, 2010

Avoid the hype around Black Friday and get a clearer picture of holiday retail sales.

Steven HarnsbergerPrincipalFreestyle Digital Media

$30 Premium VOD is the Biggest Loser

November 17, 2010

Analysis of:Let's adapt to changing dynamics - Hollywood's answer: $30 Premium VOD | www.appmarket.tv

Studios are getting squeezed by torrid growth of kiosks and NetFlix, so they are trying a new $30 premium VOD windows.Its simply a bad idea and threatens to undermine the theater owners while alienating consumers.   The recession has driven consumers to find lower cost entertainment options, this one won't work.

Jeffrey MolanderCEOMolander & Associates Inc.

Google will Now Dominate "cost per action" Affiliate Marketing

November 12, 2010

Analysis of:Adwords Is Dying and Google Knows It | www.fastcompany.com

Yes, AdWords is dying and mobile is ramping up. But Google has already moved and will soon dominate cost-per-action (retail/sales & leads) affiliate marketing. Google is tapping a totally new revenue stream.  And ValueClick's Commission Junction unit will suffer.  As will advertisers not working with Google's Google Affiliate Network will be compelled to make a switch.

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