About Us

Our Team: Seasoned Professionals.  Our Promise: Actionable Insight for Owners of Key Retailers

  • Actionable research and strategy for private equity and institutional investors in retailers looking to build topline growth, customer loyalty and marketing productivity. 
  • Proprietary quantitative research and ahead-of-the-curve insight into real-time retailer performance, with a particular focus on identifying retailers experiencing inflection points in sales and comps.  Our trained 16-researcher field team tracks 50 major retailers across 80 nationwide benchmark mall/off-mall venues weekly.
  • Our field researchers are prohibited from talking to store managers, and our management talks with senior retail executives only in public/IR-controlled forums.
 

Our People: Client-side experience. Cutting edge expertise.

Craig Johnson, President

  • 35 years of experience in consumer, retail and private equity
  • Founder and President of CGP from 2001 
  • Partner, Marketing Corp of America/IPG
  • Partner/Director of e-Commerce, Peppers & Rogers
  • Private Equity consulting:  DLJ Partners and Warburg-Pincus
  • CEO/Co-Founder, Celutel, Inc. (CLTL)
  • President, PSI International (PIN/DUK)
  • Technology Management Group, Booz Allen Hamilton
  • VP-Marketing, regional Consumer Electronics retailer
  • Operations group, Apparel retailer 
  • Guest columns-Barrons, Chain Store Age 
  • Frequent guest on Bloomberg TV and Radio, and CBS Evening News
  • MBA Stanford, BA Yale

Jean Schlemmer

  • Executive VP-Asset Management, General Growth Properties, the nation's second largest Retail REIT
  • Chief Corporate Development Officer and earlier VP-Leasing, General Growth Properties    
  • Over 30 Years in Retail Real Estate
  • Member, International Council of Shopping Centers
  • BA University of Minnesota

Parke Johnson

  • Director-Thought Leadership and Thematic Marketing Programs, Legg Mason
  • Director-Product Marketing, Legg Mason 
  • Director-Product Marketing, Citigroup Asset Management and Smith Barney
  • VP-Smith Barney Corporate Finance
  • BS Skidmore College

Bob Ference

  • President, Strategic Insights & Solutions 
  • President, Information Resources Division, Marketing Corp. of American/Interpublic (IPG)
  • Partner and Managing Director, Brand Equity Practice-Marketing Corp. of America
  • Prior consumer insight and marketing strategy experience at Heublein, Pepperidge Farm and Kraft Foods

James Bieri

  • Principal, Stokas Bieri Real Estate
  • Formerly President, Bieri & Co. 
  • 35 years of experience in Luxury and Specialty retail leasing, focusing on new concept launch and fleet build-out 
  • Member:  ABA, ICSC, Urban Land Inst.
  • BA Western Michigan, JD Detroit College of Law

Christina Jennette 

  • Assistant Vice President, Legg Mason
  • Senior Specialist, Prudential  
  • Brand Marketing, Diageo
  • MS, Quinnipiac, BS, Southern Connect't

CGP Field Team

  • Trained in market research, survey methods and observational protocols
  • Do not talk to store managers
  • Prior direct retail experience includes:
    • Express
    • JC Penney
    • K Mart
    • Limited
    • Lord & Taylor
    • Nordstrom
    • Talbot's
    • Toys R Us
    • Victoria's Secret
    • Williams-Sonoma

Our Insights....In the Media

  • Late Shopping Surge Lifts Retail Sales to Record Level:  Wall Street Journal Jan 14, 2017
  • Robust December Sales Boost Holiday Shopping 4.3%:   Bloomberg Radio/TV Jan 13, 2017
  • Holiday Laggards Focused on Apparel and Department Stores:  CNBC Dec 30, 2016
  • December Surge Drives Late Season Retail Sales:  Fortune Magazine  Dec 28, 2016
  • Retail Sales on Pace for Best Holiday in Years:  Wall Street Journal Dec 28, 2016
  • CGP Says Holiday Sales Poised for Above-Consensus Growth:  Barron's Nov 26, 2016
  • Less Frenzied Black Friday as Millennials Stay Home:  New York Times Nov 23, 2016
  • Walmart Moves Back Office Positions to Customer-Facing Roles:  WWD Sep 2, 2016
  • Back to School Sales Show Income Level Bifurcation:  NY Times Aug 30, 2016
  • CGP Sees Sluggish Back-to-School Sales So Far:  Bloomberg Broadcast Aug 24, 2016 
  • Back-to-School Forecast Sees $540 Billion Sales Led by Online:  Forbes Jul 28, 2016
  http://www.forbes.com/sites/bryanpearson/2016/07/28/back-to-school-trends-a-lesson-in-new-math/#76dd4991708d
  • CGP Back-to-School Retail Forecast Calls for Lackluster Growth:  CNBC Jul 21, 2016
  http://www.cnbc.com/2016/07/21/this-trend-says-retails-second-busiest-shopping-season-wont-be-a-bust.html
  • Amazon and Online Retail to Dominate Back-to-School Season:  Barron's Jul 16, 2016
  http://www.barrons.com/articles/amazons-back-to-school-bonanza-1468641611
  • CGP Forecast Sees Anemic 3.3% YOY Growth, Decelerating from 2015:  WWD Jul 12, 2016
  http://wwd.com/retail-news/trends-analysis/back-to-school-sales-forecast-10485280/
  • July 4th Weekend Saw Soft Retail Sales at the Mall:  WWD Jul 4, 2016
  http://wwd.com/retail-news/trends-analysis/retailers-fourth-july-weekend-no-firecracker-10480813/
  • Back-to-School Preview:  Fast Fashion Peaking Out:  Bloomberg Broadcast Jun 29, 2016
  http://www.bloomberg.com/news/audio/2016-06-29/customer-growth-s-johnson-performance-fashion-peaking-audio
  • Retailers Focus on Inventory Turnover to Improve ROI:  WSJ Jun 28, 2016
  http://www.wsj.com/articles/retailers-rethink-inventory-strategies-1467062280
  • Terry Lundgren Hands off Baton to Jeff Gennette at Macy's:  WWD Jun 24, 2016
  http://wwd.com/retail-news/department-stores/macys-jeff-gennette-ceo-terry-lundgren-10467523/
  • Macy's New CEO Faces Daunting Task:  New York Times Jun 24, 2016
  http://www.nytimes.com/2016/06/24/business/jeff-gennette-to-replace-terry-lundgren-as-macys-chief.html?_r=0
  • Sears Holdings Performance Still Plunging:  Bloomberg Business Week Jun 3, 2016
  http://www.bloomberg.com/news/articles/2016-06-03/sears-may-sell-its-best-known-brands
  • May Retail Sales Confirm Continued Consumer Weakness:  WWD Jun 3, 2016
  http://wwd.com/business-news/financial/gap-may-comps-decline-10442846/
  • Nordstrom Improves its Loyalty Program:  Chicago Tribune May 23, 2016
  http://www.chicagotribune.com/business/ct-nordstrom-loyalty-off-price-0524-biz-20160523-story.html
  • Apparel and Department Stores Continue to Struggle:  WWD May 23, 2016
  http://wwd.com/retail-news/department-stores/retailers-face-ongoing-market-challenges-10435685/
  • Department Store Weakness Confirm Retail Woes:  Bloomberg TV/Radio May 13, 2016
   http://www.bloomberg.com/news/audio/2016-05-13/bloomberg-advantage-retail-sales-rise-department-stores-down
  • Macy's Woes Reflect Broader Consumer Weakness:  Wall Street Journal May 12, 2016
  http://www.wsj.com/articles/macys-pares-its-forecasts-1462969883
  • Aeropostale Files for Bankruptcy in Struggling Teen Sector:  WWD May 5, 2016
  http://wwd.com/retail-news/financial/aerospostale-filed-ch-11-bankruptcy-court-protection-restructure-reorganize-teen-retail-fashion-apparel-10424091/
  • Minimum Wage Hike Hits L.A. Apparel Industry:  Los Angeles Times Apr 16, 2016
  http://www.latimes.com/business/la-fi-garment-manufacturing-la-20160416-story.html
  • Lululemon Enjoys Solid Sales--and Supply Chain Challenges:  WWD Mar 31, 2016
  https://wwd.com/business-news/financial/lululemon-earnings-10400034/
  • Sears Struggles, as Real Estate Assets Still to be Monetized:  WWD Mar 30, 2016
  http://wwd.com/retail-news/people/eddie-lampert-sears-real-estate-10400571/
  • Off-Price Sector Continues to Expand, but Risks Saturation:  CNBC Mar 18, 2016
  http://www.cnbc.com/2016/03/18/the-problem-with-department-stores-comeback-plan.html
  • WalMart U.S. Operations Better, But Traffic Growth Still Lags:  WWD Mar 16, 2016
  http://wwd.com/retail-news/mass/walmart-wage-investment-pays-off-10391056/
  • Retail Sales Picking Up--in Home Improvement Sector:  Bloomberg Radio/TV Mar 15, 2016
  http://www.bloomberg.com/news/audio/2016-03-15/customer-growth-s-johnson-favors-home-improvement-stocks-audio
  • Restoration Hardware Hits a Speed Bump in 4th Quarter:  Chicago Tribune Feb 26, 2016
  http://www.chicagotribune.com/business/ct-restoration-hardware-memberships-0226-biz-20160225-story.html
  • CGP's 15th Annual Retail Forecast Points to Even Slower Retail Sales:  CNBC Feb 23, 2016
  http://www.cnbc.com/2016/02/23/from-high-to-low-end-the-consumers-in-hiding.html
  • Retail Sales Data Indicate Consumers Relucant to Spend:  Bloomberg Radio/TV Feb 12, 2016
  http://www.bloomberg.com/news/audio/2016-02-12/customer-growth-s-johnson-on-dismal-jan-retail-sales-audio
  • American Apparel Reorganization Plan Approved:  Washington Post Jan 27, 2016
  https://www.washingtonpost.com/news/business/wp/2016/01/27/battling-dov-charney-was-just-one-of-american-apparels-problems-heres-its-plan-to-fix-the-rest/
  • Impact of East Coast Snowstorm on Retail Mixed at Worst:  WWD Jan 25, 2016
  http://wwd.com/business-news/financial/blizzard-new-york-washington-fashion-retail-store-closures-10328368/
  • Walmart Fleet Rightsizing Belated but Right Thing to Do:  Bloomberg Radio Jan 15, 2016
  http://www.bloomberg.com/news/audio/2016-01-15/customer-growth-s-johnson-wal-mart-is-doing-right-thing-audio-
  • Walmart Closings Come a Day Late and a Dollar Short:  Wall Street Journal Jan 15, 2016
  http://www.wsj.com/articles/wal-mart-to-close-269-stores-globally-1452868122
  • Dismal Personal Income Growth Dampens Holiday Sales:  Reuters Jan 15, 2016
  http://www.reuters.com/article/us-usa-holidayshopping-nrf-idUSKCN0UT1V1
  • Walmart Store Closing Recognizes Reality:  Investors Business Daily Jan 15, 2016
  http://news.investors.com/business/011516-790122-walmart-to-close-269-stores.htm
  • Kohl's Considers Opportunity to Take the Company Private:  WWD  Jan 11, 2016
  http://www.wsj.com/articles/macys-to-cut-costs-thousands-of-jobs-1452115239
  • Macy's to Slash Costs, Accelerate Real Estate Strategy:  Wall Street Journal Jan 8, 2016
  http://www.wsj.com/articles/macys-to-cut-costs-thousands-of-jobs-1452115239
  • HBC Acquires Gilt in Move to Increase Web Presence:  New York Times Jan 7, 2016
  http://www.nytimes.com/aponline/2016/01/07/business/ap-us-hudson-bay-gilt.html?_r=0