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Doug Stephens's RetailWire Blog


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Doug Stephens
President
Retail Prophet
August 31, 2010
We may disagree on the extent to which Wal-Mart has or has not been effective in localizing its assortments but it seems to me that there are a couple of points that are difficult to dispute.1. The Wal-Mart model thrives on scale. The more narrow and deep the assortment...the ...
August 30, 2010
It would appear that Carrefour has rightly identified some key demographic and social trends that will undoubtedly shape consumption over the next few decades. What I think Carrefour and others will still have to adapt to is that it will take multiple store formats and retail approaches to tap ...
August 26, 2010
I think the simple answer is "Yes." Navigation apps are pretty much a certainty for large retailers in the long-term. The really compelling element of them though, for retailers, is in better understanding the movement of shoppers through the store. In theory, if a customer is using ...
August 25, 2010
As some of the panelists have pointed out, the weakness of traditional department store tenants has opened the door to stronger non-traditional players like Costco taking mall space.But I think this goes deeper than that. I think this has more to do with Costco's anticipation of the decline of the ...
August 24, 2010
I think they've touched all the key bases with solid applications of multi-channel and social marketing. As far as competitive distance, I don't think technology in itself is a competitive show stopper. It's too easily replicated. What will distinguish them is how they use and manage the technology ...
August 23, 2010
First of all, I'd like to understand how we've arrived so easily at the 7.5 million dollar loss. Is the assumption here that there were absolutely no incremental store sales resulting from this? I think that's flawed reasoning and at best questionable math. Secondly, although it's tough to measure, ...
August 20, 2010
Whether this works is almost beside the point. Frankly, there's no reason why it wouldn't generate incremental sales. The bigger question however is about the future evolution of Dollar General. Anytime you begin to go wide, you cease to be deep. Dollar General's strength has been in ...
August 19, 2010
I think Paula has done a great job in hitting on some of the significant changes ahead. We are clearly at the end of an era in retail that was a bit like a reckless frat house kegger.I think we're entering into a new era of thoughtful consumption underpinned ...
August 18, 2010
The bad news for Wal-Mart is that their problems go much deeper than this recession. The simplest way I can think to put it is that their business model is no longer viable or realistic.The recession only precipitated what would have happened anyway, albeit more quickly. Boomers are ...
August 17, 2010
So if I understand this, the strategy is that one old, tired brand buys another old, tired brand and together they succeed? With Sephora I felt Penney might be on the right track. Current, fashionable brands that could carry them closer to a younger (future) consumer. But ...
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