GLG News by Toy Retailers Experts

Thomas SouzaChief Executive Officer Personalized Experts

How to survive retail in 2010

June 9, 2010

Analysis of:Retail Sales | www.personalizedexperts.com

How to survive the retail market in 2010 and beyond. Market changes are inevitable, fluctuations in sales and earnings will continue. Democrat spending out of control and will remain that way until November elections. Beware of false positives as they may lead you to things are improving. Though minimal improvement is upon us we are not out of the woods.

Thomas SouzaChief Executive Officer Personalized Experts

Retail Sales headed deeper South in Q1

January 12, 2009

Analysis of:U.S. Retail Sales Fell 0.8% in Week After Christmas | www.bloomberg.com

Retail sales will continue to struggle as consumer confidence continues strong decline.  Q1 may show weekest sales yet before slightly turning around in 2nd half of the year. All signs head to lower confidence, but as soon as Obama takes office the landscape might change slightly.  I believe just his enthusiam will bring back a bit of confidence which may help perception in the market. The BIGGEST issue will be are we too little to late for some retailers to survive.  GREED! and LARGE overhead will cause some retailers to fall off the hill sooner than expected.  Cutbacks have not worked and baloon payments are coming do... who will survive?  Many retailers especially descretionary income retailers will have to tighten the belt even further and make dramatic changes in order to survive this downturn.  Retail is here to stay we all know that, these adjustments will help you decide where to put your money in the future. 

Thomas SouzaChief Executive Officer Personalized Experts

PRIVATE EQUITY FEELING THE PINCH

April 15, 2008

Analysis of:Home Retailer Expected to File For Bankruptcy | online.wsj.com

Private Equity Firms;  the squeeze is just beginning.  Overpaying, loading companies with debt with little financial risk investment from private equity has been the norm for almost 10 years.  TIMES R CHANGING.  Banks have begun to reel back financing and companies cannot afford the heavy debt load.  Senior Executives (Baby Boomers) are retiring and CEO's are hard to find.

Thomas SouzaChief Executive Officer Personalized Experts

Circuit City one foot into the grave yard - Can they survive????

April 10, 2008

Analysis of:Circuit City Critic Stirs It Up | online.wsj.com

That fact that this is Circuit City is the article headline only leads way to retail 2008.  Can we take another round of mergers and acquisitions.  Does the independant survive?  How does Circuit City stabalize and survive during an economic crisis.  Is it over for Circuit City?  Soft numbers for the rest of 2008 and into spring of 2009.

Howard JacksonPresidentHSA Consulting, Inc

WSJ quotes HSA Consulting Principal Re: Wal-Mart's Competitive Position in a Changing World

October 7, 2007

Analysis of:Wal-Mart Era Wanes Amid Big Shifts in Retail | online.wsj.com

Lead Wall Street Journal article published October 3, 2007 reviewing the changing retail competitive landscape. HSA Consulting Competing retailers have identified strategies to defeat low prices: - marketing non competing services such as PetSmart (on site Pet hotels, grooming, and vet services) - marketing non competing skus (Best Buy Magnolia brand, range extensions) - private label and licensing programs

James BaumPresidentJames E Baum & Associates

Retailers Force Toy Shortages

November 21, 2006

Analysis of:Buyers not tickled by toy shortages | www.usatoday.com

Wal-Mart and Target have put significant pressure on manufacturers for smaller case packs on their shelves to increase turns but have lower inventories in the stores.

Retailers expect the manufacturers to take all of the risks on toys and inventory control has become a key issue in the manufacturing sector. 

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