GLG News by Sporting Goods Retailers 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.

Tom CassidyPresidentDuke, Otis, and Buck Consulting

Does the Nike Fit?

March 3, 2010

Analysis of:Toning Shoes, While Hot, Could Be Bad Nike Fit | www.reuters.com

I will not get much of an argument when I state that I am generally bullish about Nike most of the time. I worked there for 22 years and know the place pretty well.My confidence in the brand is the direct result of witnessing Nike winning the competition time and time again. One cannot ignore the track record after all of the analysis is completed.This article warrants further review as it exposes a Nike Achilles heel: the female consumer.

Tom CassidyPresidentDuke, Otis, and Buck Consulting

Skechers: Beauty or Beast

February 23, 2010

Analysis of:Wall Street Upbeat on Skechers Outlook | www.wwd.com

The names of the companies change, but the results are the same when a category gets hot: a trend emerges, the retailers jump on the trend, and the stock becomes the next beauty to behold.If it is a singular trend fueling the fire, then one of the key questions to always ask is how sustainable is the trend? The answer is not always clear, and the implications can be the difference between beauty or the beast. So will Sketchers in the future look more like an UGG or a Healy's? Let's look closer.

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.

Tom CassidyPresidentDuke, Otis, and Buck Consulting

Under Armour---Over or Under?

May 21, 2009

Analysis of:Under Armour is Everywhere | www.fool.com

Under Armour has been the darling athletic stock of this decade.  The big question now is if they can keep the momentum rolling.  Are they the real deal with a tremendous future, or have we seen the best of them? The article posted on the Motley Fool site paints a very positive picture.  Is the premise for prosperity warranted? My analysis will focus on some of the key reasons I feel UA is at more risk than suggested by the writer of this article.  

Tom CassidyPresidentDuke, Otis, and Buck Consulting

The Combination to Foot Locker

October 20, 2008

Analysis of:Ahead of the Bell: Food Locker | www.forbes.com

Foot Locker has had more than it's share of problems over the past couple of years.  For those of us who have been around for a long time, their performance has been a wake-up call to the leader of the industry. The author makes some very critical points in the article which lead to support the future direction of the retailer Foot Locker.  The key points need to be reviewed to decipher if the author is on solid ground with their assessment.  Does Foot Locker have the ability to break the chains that have shackled their performances over the past couple of years?  Is the combination to the lock the right one to free the retailer to be successful once again?  Let's take a look.

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.

Tom CassidyPresidentDuke, Otis, and Buck Consulting

Under Armour Under Fire

January 21, 2008

Analysis of:Under Armour Shares Fall After Downgrade | money.cnn.com

How real are the issues that currently face Under Armour? The stock fell 24% on Friday as part of a perfect storm fueled by recession concerns, negative retail reports for the Holiday period, and a UA forecast termed disappointing by stock analysts, all converging at the same time. What impact will the upcoming UA Super Bowl advertisement and release of the cross training footwear line have on the brand in 2008? Can the brand achieve their projected long term growth rate of 20-25%? These are some of the key issues which help to answer the ultimate question: can Under Armour protect their house.

Jason KraOwnerTotal Sports Resources

Kohls will surely succeed w/ Vera as they did w/ Chaps & Daisy

August 3, 2007

Analysis of:Vera Wang Set to Dress Up Kohl's | online.wsj.com

    Relevant names but private label control will generate sure results for kohls in this new brand.  branded product created specifically for Kohls is like branded retail w/ a private label mentality of control.  This will be a huge success for Kohls and will follow other names as Chaps, and Daisy Fuentas which have been launched into kohls over the past few years 

Gary FeldmanChief Executive OfficerSOURCE MARKETING

Nike stops playing the blues with techno in their shoes

September 12, 2006

Analysis of:It lets runner keep the beat and track the feet | www.washingtonpost.com

1. Nike is looking to boost lagging sales and gain market share in the high end performance running shoe market.

2. Pairing of technology and soft goods that will make "techno sense" to Generation Y.

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