Restraint works, just ask J.C. Penney

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When people think about strategy, they often ask what should we do? But it’s just as important to inquire in the other direction: what should we stop doing? This can help you ferret out investments of time, energy and money that fail to add value to your core customers. The recent history of J.C. Penney […]

J.C. Penney, Spam and more

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This month we say take a closer look at how Marvin Ellison has focused his turnaround of J.C. Penney on what they’re Not doing. The punchline — it’s working.  We hope everyone had a great summer and is settling into the new school year and Fall. We’ve been crisscrossing the country between our work in Florida […]

Aloha to Alexander & Baldwin

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This month we say E Komo Mai to Alexander & Baldwin (NYSE: ALEX). Founded in 1870, Alexander & Baldwin is a premier Hawaii company, with interests in commercial real estate, real estate development, agriculture, and materials and construction. ALEX operates a large commercial property portfolio and is the largest open-air retail owner in Hawaii. Additionally, they are the […]

The Rent Report: Rising Fortunes

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Strong demand and restrained construction are driving up shopping center revenues by Joel Groover Shopping Centers Today, July 2016 Headlines sound the drumbeat about “the death of the American mall” and the crushing effect of the Internet on brick-and-mortar stores. And yet those who study the actual performance of retail properties tell quite a different […]