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Simon Properties Group Acquires for the Future

[…] of last year I wrote a somewhat scathing article about SPG and ABG’s, (Authentic Brands Group), formation of “SPARC,” ( Simon Property, ABG Retail Concepts). ABG, SPARC and JCP Fading Into The Sunset. Long story, short, I said, here is […]

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From Near Death, JC Penney Is Ready For Take Off

Marvin Ellison delivered. In his first year as the CEO of JC Penney he has achieved enough positive growth measures to give credence to his three-year turnaround plan. Formerly EVP of stores at Home Depot, Ellison was brought in by […]

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Forever 21: Third Try in China, Charmed or Strikeout?

[…] and why.  And predictably, they slipped into bankruptcy. However, they found a life-support respirator, a collective called Authentic Brands Group, Simon Properties and Brookfield Property Partners, who acquired the brand for $81 million in February 2020. The plan was for […]

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Will Forever 21 Drag Down Shein?

[…] and why. Predictably, they slipped into bankruptcy. However, they found a life-support team, a collective called Authentic Brands Group (ABG), Simon Properties and Brookfield Property Partners. The three companies acquired the brand for $81 million in February 2020. The plan […]

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A Shiny Penney Opens Amidst the Tarnish

Imagine a JC Penney store where the layout is modern and cool, where there are extras like hair salons, shoe repair, video games, copious seating throughout the store; where the merchandise is smart but right for the customer base and […]

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Walmart + Jet.com Can Crush Amazon

In April 2014 I wrote, Walmart Can Crush Amazon.  I focused on all of the competitive advantages Walmart has over Amazon. and if leveraged, implementing the right strategies, over time, (and given the time), they could beat Amazon at its […]

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What’s Ahead for JC Penney?

Much is being written about the successful turnaround at JC Penney at the hands of its CEO, Marvin Ellison, who arrived at the ailing retailer in 2014 after a 12-year stint at Home Depot. The kudos are certainly justified, as […]

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Walmart and Jet.com Failed “Marketing 101”

[…] in 2016, analyzing Walmart (Jet) versus Amazon in terms of its online power, there were some key metric differences. Jet. com gets: Walmart\’s size and deep pockets, (pushing to three-quarters of a trillion dollars vs. about a hundred billion for […]

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JC Penney: Too Big to Fail

[…] JC Penney is too big to fail for their likely new owners. Chapter 11 Brookfield Property Partners L.P. (\”Brookfield\”) and Simon Property Group (\”Simon\”) will probably win the dubious JCP prize of a really old (from all perspectives), stale and […]

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