Bloomberg Gadfly

Op-Ed | Even Macy's and JC Penney Enjoy a Rising Retail Tide

4 January 2018 • By Bloomberg Gadfly

4 January 2018 • By Bloomberg Gadfly

Op-Ed | Even Macy's and JC Penney Enjoy a Rising Retail Tide

Op-Ed | What Gap and J. Crew Can Learn From the Grocery Aisle

4 January 2018 • By Bloomberg Gadfly

4 January 2018 • By Bloomberg Gadfly

The giants of the packaged-food sector are adding new concepts to their stables to adapt to today's shoppers — and specialty apparel chains could benefit from the same approach.

Op-Ed | What Gap and J. Crew Can Learn From the Grocery Aisle

The giants of the packaged-food sector are adding new concepts to their stables to adapt to today's shoppers — and specialty apparel chains could benefit from the same approach.

News & Analysis

Op-Ed | Wall Street Wisely Makes Nordstrom Wait `Til Next Year

16 October 2017 • By Bloomberg Gadfly

16 October 2017 • By Bloomberg Gadfly

The Nordstrom family intends to pick up where it left off after the holidays, at which point lenders will be able to price debt with a better understanding of how the company's Nordstrom Local experiment is panning out.

News & Analysis

Op-Ed | Wall Street Wisely Makes Nordstrom Wait `Til Next Year

The Nordstrom family intends to pick up where it left off after the holidays, at which point lenders will be able to price debt with a better understanding of how the company's Nordstrom Local experiment is panning out.

News & Analysis

Op-Ed | How a Stronger Euro Could Hurt Luxury Brands

2 October 2017 • By Bloomberg Gadfly

2 October 2017 • By Bloomberg Gadfly

Richemont, Prada SpA and Hermès have all cited a stronger euro as a cause for concern.

News & Analysis

Op-Ed | How a Stronger Euro Could Hurt Luxury Brands

Richemont, Prada SpA and Hermès have all cited a stronger euro as a cause for concern.

Op-Ed | Bring Back the Burberry Check

14 June 2017 • By Bloomberg Gadfly

14 June 2017 • By Bloomberg Gadfly

Burberry should build on its collaboration with Gosha Rubchinskiy to make some brave creative choices, argues Andrea Felsted.

Op-Ed | Bring Back the Burberry Check

Burberry should build on its collaboration with Gosha Rubchinskiy to make some brave creative choices, argues Andrea Felsted.

Op-Ed | Burberry Needs a Creative Cure

18 May 2017 • By Bloomberg Gadfly

18 May 2017 • By Bloomberg Gadfly

While Burberry reported it generated cash of $897.6 million for the year ended March 31, there is little to console investors elsewhere in the business as it still has a mountain to climb to make itself a millennial must-have.

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Op-Ed | Burberry Needs a Creative Cure

While Burberry reported it generated cash of $897.6 million for the year ended March 31, there is little to console investors elsewhere in the business as it still has a mountain to climb to make itself a millennial must-have.

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Op-Ed | Not Even T.J. Maxx Is Immune to Retail's Woes

16 May 2017 • By Bloomberg Gadfly

16 May 2017 • By Bloomberg Gadfly

TJX Cos., the operator of TJ Maxx, on Tuesday reported first-quarter sales that fell short of forecasts, surprising analysts who expected the off-price chain to defy the retail industry's struggles.

Op-Ed | Not Even T.J. Maxx Is Immune to Retail's Woes

TJX Cos., the operator of TJ Maxx, on Tuesday reported first-quarter sales that fell short of forecasts, surprising analysts who expected the off-price chain to defy the retail industry's struggles.

Op-Ed | For Richemont, There Can Be Such a Thing as Too Many Luxury Watches

12 May 2017 • By Bloomberg Gadfly

12 May 2017 • By Bloomberg Gadfly

Richemont's approach shows a continuation of the disciplined stance it took during the latest luxury downturn, buying back excess stock and cutting about 300 Swiss staff to curb costs.

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Op-Ed | For Richemont, There Can Be Such a Thing as Too Many Luxury Watches

Richemont's approach shows a continuation of the disciplined stance it took during the latest luxury downturn, buying back excess stock and cutting about 300 Swiss staff to curb costs.

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News & Analysis

Op-Ed | Macy's Downfall Doesn't Spell Doom for All of Retail

11 May 2017 • By Bloomberg Gadfly

11 May 2017 • By Bloomberg Gadfly

Macy's shares tumbled Thursday after the department store chain reported sales had fallen in the first quarter from a year earlier, the ninth such quarterly decline in a row.

News & Analysis

Op-Ed | Macy's Downfall Doesn't Spell Doom for All of Retail

Macy's shares tumbled Thursday after the department store chain reported sales had fallen in the first quarter from a year earlier, the ninth such quarterly decline in a row.

Op-Ed | Zalando Busts the Myth of Cheap Online Retail

9 May 2017 • By Bloomberg Gadfly

9 May 2017 • By Bloomberg Gadfly

Zalando is the latest online retailer to spell out just how much it is spending in an attempt to stay one step ahead. The danger is that profit growth doesn't keep pace with sales expansion.

Op-Ed | Zalando Busts the Myth of Cheap Online Retail

Zalando is the latest online retailer to spell out just how much it is spending in an attempt to stay one step ahead. The danger is that profit growth doesn't keep pace with sales expansion.