ETD: 678 Retailing isn't easy; Lillian Vernon to go private; International calling; Internet Sales Tax update; B2B:EBay's Newest $1 Billion Business

E-Tailer's Digest etd_post@gapent.com
Thu, 17 Apr 2003 06:54:44 -0400


  E-Tailer's Digest --- Everything for the  Retailer
  Issue #0678		         April 17, 2003
  George Matyjewicz, Moderator         mailto:georgem@gapent.com
  Published by:  GAP Enterprises, Ltd.  http://www.etailersdigest.com
===================================================================

   CONTENTS

  [1]  Greetings
  [2]  Retailing isn't easy
  [3]  Lillian Vernon to go private
----- ---- --- -- -> Important Offer <- -- --- ---- ---- --
  [4]  International calling
  [5]  Internet Sales Tax update
  [6]  B2B:EBay's Newest $1 Billion Business

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  [1]  Greetings.
===================================================================
Hi All:

As if retailing isn't hard enough - look at what some of our European 
brethren suffer with.  Laws that deter retailing as we know it in the 
US.  Is it good or bad?  What do you think?

Along those same lines, I note that marketing is very different in various 
parts of the world.  At a previous engagement, when I touted how good our 
services were, I was chastised by many from outside the US.  In fact, the 
Chief Minister of the BVI where we were HQ'd suggested that we tone down 
our marketing, since "we don't do that here."   What's it like in your country?

An old client is going private - Lillian Vernon.  IMHO, that was a success 
story far greater than Martha Stewart and the like.  Lillian Hochberg (who 
changed her name to Vernon) took $500 in wedding gift money and created the 
mail order dynasty.  Unfortunately the past couple of years weren't so good 
for the business.

Patty Sachs reports some success with international calling.  For those of 
us who do a lot of international business, it may be of interest.

Finally, it looks like EBay's next major stake will be B2B.  All those now 
defunct B2B portals couldn't make a go of it, so it will be interesting to 
see how EBay does.

And we have an update on Internet sales tax.  Get ready folks.

Now, let's get to everything for the retailer.


Sincerely


Dr. George Matyjewicz
Chief Global Strategist, GAP Enterprises, Ltd.
mailto:georgem@gapent.com
http://www.etailersdigest.com


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  [2]  Retailing isn't easy
===================================================================
Retailing isn't easy.  And if you think it's hard in the US, think 
again.  Let's look at some retailing rules in Europe:

1.  The Belgian Economy Minister sued France's Carrefour supermarket to 
halt a campaign that offered price reductions on dozens of 
items.  Why?  They didn't have sufficient stock to satisfy demand for the 
products and thus was engaging on "deceptive publicity."  Guess they don't 
like rain checks.
2.  In the Netherlands retailers can offer two products for the price of 
one as a special promotion, but Belgium only permits three for the price of 
two.
3.  In France the value of a gift premium must not exceed 7% of the cost of 
the goods it comes with.  That means if you buy two shirts and get a free 
tie, you'll only get a bad tie.
4.  Predatory pricing - selling below cost to drive competitors out of 
business - is illegal everywhere including the U.S.  But many European 
nations also ban outright the promotions and discount prices that are 
standard in America.  Eight of the 15 E.U. members outlaw "loss leaders" - 
the sale of products below cost to tempt consumers into the store.
5.  Germany, France and some of the Scandinavian countries are deeply 
skeptical about the value of promotions, arguing that they distort rational 
purchasing decisions and thus work against the consumer's best 
interest.  Guess the consumers aren't smart enough to make their own decisions.
6.  Belgium bans the use of customer loyalty cards which allows consumers 
to accumulate points when making purchases and then exchange them for free 
products (such cards are legal in other parts of Europe).
7.  When the Euro became legal, the clothing store chain C&A, fearing chaos 
at it's tills, gave a 20% discount to German shoppers who paid with credit 
cards or debit cards, instead of cash for the first four days.  Makes sense 
from a business point of view right?  Not according to German authorities 
who said the discount breached unfair trading laws and the courts agreed, 
fining them 1 million Euros.

What's it like in your country?

George

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  [3]  Lillian Vernon to go private
===================================================================
A former client Lillian Vernon Corp - the catalog business is going 
private.   They agreed to be taken private by Strauss Zelnick's media 
investment firm for about $60 million, or $7.25 a share in cash.

Former BMG Entertainment boss Strauss Zelnick, who is partnering with 
private equity firm Ripplewood Holdings to buy the money-losing Rye, 
N.Y.-based company, has ambitions to create the next Martha Stewart, with 
plans to move into licensing and television and to expand Vernon's online 
presence.

The $260 million specialty catalog and online retailer, which owns several 
catalogs as well as outlet stores, was founded in 1951 by Lillian Hochberg, 
a German immigrant, with about $500 in wedding-gift money. She came up with 
the company's moniker by combining her name with the name of the town where 
she launched the business--Mount Vernon, N.Y.; she then changed her last 
name to match. Ms. Vernon, 75, who is chairman of the company, will give up 
her day-to-day operating responsibilities and become nonexecutive chairman. 
ZelnickMedia will be responsible for running the company.

Lillian Vernon Corp. has lost money for the last three years:  $9.6 
million, or $1.08 a share, on revenues of $260 million in fiscal 2002, 
ended Feb. 23, 2002, and is expected to lose $1.84 a share in the latest 
fiscal year.

Details at...
http://www.crainsny.com/news.cms?newsId=5502

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  [4]  International calling
===================================================================
This message is for those of you who do not casually call International 
(for fear the cost will break you) for business or personal reasons.  A 
friend of mine is stranded in Sydney Australia, recuperating from emergency 
surgery--I wanted to call her.  I found a Virtual Calling Card service, 
signed up for $20.00 and within minutes had my pin number and within 
another few minutes I had my friend on the line---for 6 cents a minute. It 
can cost double that to call someone in your own state.

I thought it was fantastic!  Then, last night I tried a three way call so 
another of her friends could cheer her...it worked. I already have 
unlimited free long distance and now this VCC...I am in LD heaven.

So, for anyone that is dreading long distance charges when it comes to 
venturing across the waters for business--these services are the good news 
answer.

The service I used was www.WorldxChange.com  I am sure there are others. 
George, I am sure you have researched and have found the best!  I did not 
know they existed.

Happy calling,
Patty Sachs, Celebration Expert
www.pattysachs.com
P.S. These calls also sharpened my dialing dexterity...punching in 30 
digits or more for pin numbers, etc.

+++ [Moderator's Comments] +++
Thanks for sharing Patty.  Telephone cards are very popular now.  Many 
companies are offering them, including at least one of our clients.

I did learn a lot about that industry that is worthy of note:
1.  Just because the rates are low to one country, i.e., Australia in your 
case, doesn't mean they are low for all countries.  There are points of 
termination with calls and the routing determines the rates.  For those of 
us who fly, you will see cards from IDT in the inflight magazines.  They 
list countries and rates which look great.  Before you use the card in a 
country not listed, ask them for the rates.
2.  Some phone companies offer special rates if you call particular 
countries.  We call Mexico, Switzerland and the UK often, and found our 
long distance carrier (KISS-Covista) had excellent rates.  All we had to do 
was ask.
3.  In the NYC area, organized crime had gotten into the telephone credit 
card business and short-changed the cards.  When you thought you bought a 
$20 card, you actually got $15.
4.  Many people use telephone cards instead of long distance carriers.  For 
example, Walmart offers a card for 3 cents a minute in the US, which is 
cheaper than most long distance carriers.  The downside is you need to dial 
those 30 numbers to connect.

George

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  [5]  Internet Sales Tax update
==================================================================
With pure-play giants like Amazon and eBay still not on the sales tax 
bandwagon, the trend's impact on the overall e-commerce sector will remain 
muted in the short term.

Once thought to be a monster waiting in the shadows, poised to bludgeon 
online commerce, Internet sales tax is proving to be more of a nuisance 
than a threat.

Early this year, a half-dozen major multichannel retailers, including Toys 
"R" Us, Wal-Mart and Target, began collecting sales tax on online 
purchases. The transition came quietly, without much fanfare and, so far at 
least, without much fallout.

None of the publicly traded companies that tacked on sales tax has reported 
first-quarter earnings yet; most are slated to post results later this 
month. But analysts say one thing is already clear: The advent of 
widespread sales tax collection by big-name e-tailers has not dampened 
overall e-commerce growth. Will this promising trend continue in the 
future, or will consumers rise up against online sales tax as its 
prevalence grows?

Growing Strong
According to comScore/Media Metrix, online sales in the first two months of 
2003, when tax collection began, rose 26 percent overall compared with the 
same time period last year, reaching US$13.9 billion. For nontravel 
spending, the category of sales most likely to be newly taxed, growth 
amounted to 19 percent, to a total of $7.8 billion.

Indeed, one argument used to oppose online sales tax for so long was that 
implementing it would derail e-commerce growth. With e-commerce topping $45 
billion in 2002, according to U.S. Department of Commerce data, that 
argument has lost much of its punch.

But some people never bought this argument anyway, saying consumers began 
using the Web to make purchases not because of lower prices, but because of 
convenience.

Because the nature of the Internet promotes comparison shopping, in the 
short term, multichannel retailers that have begun collecting sales tax 
could lose business to pure-plays that eschew such charges.

But even that may be a short-lived phenomenon. Once-staunch opposition to a 
blanket Internet sales tax has weakened considerably amid state budget 
shortfalls, which have prompted states that have long defended a tax-free 
Internet, including California, to take another look at this issue.

Details at...
http://www.ecommercetimes.com/perl/story/21278.html

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  [6]  B2B:EBay's Newest $1 Billion Business
===================================================================
EBay formally launched its business and industrial marketplace site in 
January, creating a central location where enterprises can buy or sell 
anything from drill bits to dump trucks. On an annualized basis the site is 
already selling $1 billion worth of goods, up 50% in the last two years, 
according to eBay Business general manager Jordan Glazier. About 7% of the 
$14.8 billion worth of merchandise sold on eBay as a whole in 2002 was 
accounted for by business-to-business sales.

Big manufacturers like Motorola (nyse: MOT - news - people ) and Silicon 
Graphics (nyse: SGI - news - people ) have been using eBay for some time as 
a low-cost means of selling overstocked or obsolete inventory, but it is 
small- and medium-sized businesses that eBay sees as the growth engine for 
eBay Business.

Hundreds of thousands of companies large and small already use eBay for 
business transactions. While the increase in the number of small and 
medium-size businesses that sell to individual consumers has been key to 
driving eBay's growth, says Salomon Smith Barney analyst Lanny Baker, "if 
they can turn those small-business sellers into buyers on the site, that's 
a lot of purchasing power".

Unlike many of the now-defunct business-to-business brainstorms dating back 
to the dot-com era, eBay didn't establish its business marketplace and then 
try to recruit users. Instead, management began to notice a critical mass 
of business activity on eBay last year and decided to consolidate it at one 
place on the site.

Rather than relying on small-business owners in search of cheap PCs 
stumbling upon the business marketplaces, eBay is starting to promote its 
business marketplace systematically. It is running ads in trade magazines 
and visiting trade shows to get to know distributors--and with good reason.

"The average price point on eBay Business is several times that of the rest 
of the site," Glazier says. A piece of equipment for a physical-therapy 
practice can list at $25,995, while one piece of equipment in the pumps 
category lists at $150,000. Industrial sales have the same inexpensive 
listing fees that apply to items on the rest of the site, excluding cars 
and real estate. Posting a sale costs between 30 cents and $3.30.

But eBay also takes a cut of each business sale that ranges from 1.5% to 
2.75% or 5.25%, correlating inversely to the final value of each item. If 
its $1 billion a year in business-to-business sales is realized, that alone 
could add roughly $33 million in commissions to the company's annual 
revenue ($1.2 billion in 2002).*

Details at...
http://www.forbes.com/2003/04/14/cx_pp_0414ebay.html

===================================================================
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