GLG News by Retail Brokerage Experts (Florida)

Kenneth LeonardPrincipalLeonard Associates

The Death Spiral Begins for SHLD

August 19, 2011

Analysis of:Sears Holdings 2Q loss widens, misses expectations | finance.yahoo.com

After many, many quarters of declining sales and profits, it now appears that the market is finally recognizing the inevitability of the continued decline in the value of SHLD as a going company. Its' stock is finally heading towards a value consistent with its' relative position in the marketplace and soon will no longer be valued at a multiple that would indicate it is a better company than Nordstroms or Macy.

Kenneth LeonardPrincipalLeonard Associates

No Retailers Allowed @ SHLD

August 16, 2011

Analysis of:Sears Holdings names new CFO | www.chicagobusiness.com

This latest announcement from Mr. Lampert introducing his fifth CFO in the past six years, once again shows his disdain for, or inability to attract, senior executives with solid experience from top retail companies. It should be noted that every other top retailer tries to recruit talented people from other top retailers. Mr. Lampert either won't or can't follow the tried an proven method of turning around a troubled retailer.

Kenneth LeonardPrincipalLeonard Associates

General Growth Dumps Its' Troubled Properties

August 2, 2011

Analysis of:General Growth to spin off 30 shopping centers | www.chicagorealestatedaily.com

The recent announcement of General Growth's plans to sell 30 of its' worse performing and lowest growth potential shopping centers raised a very important question in my mind--------"who the heck thinks they are better than General Growth at turning around a bunch of really bad malls?"

Kenneth LeonardPrincipalLeonard Associates

Dish Network's Blockbuster Strategy Is Seriously Flawed

July 29, 2011

In my previous analysis of Dish Network Corp's $320 million acquisition of 1,500 retail stores, I strongly hinted at the likelihood that this might turn out to be one of the dumbest moves in the history of retailing. After giving the matter considerably more thought I wish to revise my earlier characterization and state more explicitly that I am now totally convinced that it definitely will be the dumbest retail real estate play in the history of retail real estate!

Kenneth LeonardPrincipalLeonard Associates

Is Dish Network An Apple Coppycat?

July 27, 2011

Analysis of:Blockbuster Decision Illustrates Quality of Retail Chain | retailtrafficmag.com

Dish Network's decision to buy Blockbuster's 1500 stores for $320 million is either one of the most brilliant or stupid moves I have ever seen in my 40+ years in the retail real estate industry. My sense is that it seems destined to be judged as being closer to the latter than to the former characterization.

Kenneth LeonardPrincipalLeonard Associates

Another Xanadu In the Making

July 21, 2011

Analysis of:Skyscrapers and Retail Part of Massive Old Post Office Plan | www.chicagorealestatedaily.com

For those of you GLG News readers who are fascinated by the new breed of reality show that carries with it a good chance to watch a real disaster unfold in slow motion before your eyes, let me be the first to recommend you start paying attention to today's announcement about a massive new development on the site of Chicago's historic Old Post Office. It rivals Xanadu in its' grandiosity and chutzpah and is headed for the same ill fated ending.

Kenneth LeonardPrincipalLeonard Associates

Brazil In The News

July 21, 2011

A friend who runs a retail consulting organization I am affiliated with has just begun publishing a newsletter focused entirely on retailing in Brazil. I wanted to let the readers of GLG News who follow retailing around the world to know about this new and well informed source of information.

Steve BottfeldPrincipalMarketing Solutions

LAS VEGAS NEW HOME MARKET IMPROVING

July 19, 2011

Evaluating June residential data for Las Vegas is like conducting an electrical experiment. One moment the current is positive. The next, it is negative. And, there are a few minor shocks along the way.The new home market may be showing signs of very slight improvement. And, despite the cloud of potential future foreclosures, June data for existing homes appears to show the market is maintaining a steady pace on several levels. 

Kenneth LeonardPrincipalLeonard Associates

The Best Get Better While the Bad Get Worse

June 27, 2011

Analysis of:Prime Retail Rents See a Spike as Consumers Return to Luxury Shopping | www.nationmultimedia.com

This article in The Nation's 6/27/11 issue reports on a survey by Colliers International showing that as of March 2011, the rents for prime luxury retail locations has risen across the entire world.

Kenneth LeonardPrincipalLeonard Associates

Sears Credit Approaching Junk Status

June 23, 2011

Analysis of:Fitch Downgrades Sears | www.chicagotribune.com

In a highly under reported move, Fitch Ratings downgraded Sears Holdings Corp. credit rating to "B" (with a negative outlook) from "B+". The new rating is five steps below investment grade. The only comment coming from Sears since this announcement is a PR piece about how smart Mr. Lampert has been with his investment in Auto Zone.

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