GLG News by Warehouse Club Retail Experts

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 
          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.

Apparel and Textile Manufacturing Stimulus Can Put Millions Back To Work

November 30, 2009

China's Textile City Grows In Stature | www.wwd.com

A number of very successful apparel retailers, such as American Apparel and Forever 21, produce their garments almost exclusively in the U.S.Apparel manufacturers are being pressured by major retailers to replenish merchandise more quickly and speed up the product development cycle for new assortments.Major stimulus spending focused on reviving the U.S textile and apparel manufacturing sectors can put millions of unemployed citizens back to work and cut trade imbalances with China.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 
          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.

Liz Claiborne Adds Licensing To Updated Business Model

November 20, 2009

Liz Claiborne Reports $90 Million in Qurater | www.wwd.com

The immediate benefit of licensing the Liz Claiborne and Claiborne men's to J C Penny - and LCNY to QVC signal's a broader strategic play ahead for Liz Claiborne Inc.Celebrity designer Isaac Mizrahi's failed attempt to revitalize the fortunes of the brand at major department stores like Macy's, forced the company to make a decision that will have long term strategic implications for the company.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 
          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.

As Isaac Mizrahi Builds His Design Empire, Liz Claiborne's Slump Continues

October 5, 2009

Isaac Mizrahi's First Shop | www.wwd.com

Is it possible for Isaac Mizrahi to return the Liz Claiborne NY brand to its former glory, while, at the same time work with QVC to design and hawk a mass appeal apparel line on television; build his own designer level brand (complete with with runway shows during fashion week) and open his first retail shop on New York's fashionable East Side?Liz Claiborne's CEO Bill McComb bet the farm that Isaac Misrahi would turn the brand around, but hasn't the celebrity designer spread himself too thin?

Tom PirkoPresidentBevmark LLC 
          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.

FEMSA, ASSESSING STRATEGIC VALUES IN GLOBAL BEER CONSOLIDATION.

October 1, 2009

Mexico's FEMSA SEEN EYEING $9 BILLION BEER MERGER | reuters.com

FEMSA remains a misunderstood asset in the global consolidation of the beer industry.   A transaction will involve numerous strategic considerations andwill depend upon several key factors involving acquirers' balance sheets and plans for development.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 
          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.

Improved Gross Margin and Lower Costs Trump Same Store Sales For Holiday

September 23, 2009

Holiday Forecasts See Sales Down, Profits Up | www.wwd.com

Same store apparel sales for holiday 2009 will likely be flat or down but those retailers with improved gross margin and sharply reduced expenses are positioned to win big once consumer confidence returns.Improved product development strategies, sharper merchandising, greater speed to market and well managed inventory levels are the keys to greater gross margin in what will likely be another highly promotional holiday retail environment.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting 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.

Kraft Continues Portfolio Shuffle

September 15, 2009

Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com

Kraft Foods bid for Cadbury makes a lot of strategic sense and will allow them to increase their growth in international markets.The key to the deal is utilizing Cadbury's extensive distribution and sales network to further drive growth of existing Kraft products.Faced with the likelihood of having to increase the all cash portion of the bid Kraft will be looking at additional brands to divest and help pay for the acquisition.

Jason Kra, Owner

Jason KraOwnerTotal Sports Resources 
          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.

Value is the name of the game for q3 + q4

September 14, 2009

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.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting 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.

World Class Packaging

April 2, 2009

FOOD PACKAGER OF THE YEAR: Packaging a big part of General success | www.foodandbeveragepackaging.com

The use and design of packaging is one of the most critical elements in a supermarket products success.Packaging provides multiple benefits and serves many key objectives for food manufacturers. ---Merchandising:Product must merchandise well and provide consumers with a quick,clean understanding of the product. ---Brand Positioning : Packaging conveys a feel and tone about every product including whether its value orientated or premium. ---Quality :Packaging must obviously protect the quality of any food product and contribute to shelf life in many cases. ---Preparation: Many packages need to provide a quick,cost effective way to prepare the product. ---Informational : All key labeling and nutrition info must be accurately and effectively communicated to the consumer ---Sustainable :Cost efficiency and environmentally friendly are very important to retailers and consumers.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting 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.

Consumers Drive for Value in Their Food Purchases

March 25, 2009

What Sells in a Recession | www.time.com

The article provides a good descriptive assessment of how consumers supermarket shopping habits have changed in the last 3 months.Nervous, money challenged consumers are more price discriminating than ever before in their food purchases.Private Label sales are growing faster than the category and taking market share.Consumers are increasing their use of stores perceived as discounters. Walmart, Costco, BJ's and dollar stores continue to lead in same sales store growth.

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC 
          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.

Buyers Remorse at Abercrombie & Fitch?

January 15, 2009

Abercrombie full-price strategy proving hard - Guardian.co.uk | www.guardian.co.uk

While Investors at Abercrombie & Fitch have sounded the alarm about Chief Executive Michael Jeffries’ stubborn position not to run sales promotions in the midst of the worst retail environment in decades and the brands poor merchandising strategy, have contributed to the company’s disastrous performance in 2008.   The recent extension of Jeffries employment contract as CEO of the company for another five years has industry experts and stockholders scratching their heads in disbelief.

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