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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.

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.

What the AT&T / DIRECTV Pact Represents for Consumers

February 13, 2009

AT&T/DirecTV do 'Quad Play' | www.lightreading.com

The AT&T partnership with DISH is officially over and the partnership with DIRECTV is now retail-ready

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.

Will the Stimulus Bill Cost Retailers a Trillion Dollars in Sales

February 11, 2009

Dissecting the Faux Stimulus Fiasco | seekingalpha.com

Unfocussed and fragmented, the spending planned by Congress will cost retailers billions in sales and thousands of lost jobs.  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.

Luxury Brands Face an Uncertain Future

February 10, 2009

The future of luxury: custom fashion, cheap chic | online.wsj.com

Over expansion of uber-luxury brands and falling demand for others means a slower growth and higher operating costs for this industry segment.  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.

Has Kellogg Ignored the Customer?

February 10, 2009

Kellogg Shrinks Cereal Boxes to Add Store Shelf Space | www.bloomberg.com

Shopping behavior is hard to change.  Kellogg's new packaging initiative may undersestimate what it costs to change customer's minds.

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.

Macys (M) Job Cuts Will Only Harm the Franchise More

February 5, 2009

Macy's Takes Marketing Local, Cuts Jobs Nationwide | adage.com

Weak top line sales and an even weaker balance sheet can't be attributed to the recession.  Here is why Macys current strategy can't compensate for weak leadership and and an even weaker business strategy.

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.

Will the Recession be Blue Nile's Undoing?

January 27, 2009

2-Star Stocks Poised to Plunge: Blue Nile? | www.fool.com

Blue Nile's wasn't the first company to try to reinvent the retail diamond industry.  Here's why changes in the consumer and in the diamond pipeline will be their eventual undoing.

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