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

  • 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
  • Late Surge Saves otherwise Mediocre Holiday Retail:  Bloomberg Dec 29, 2015
  http://www.bloomberg.com/news/videos/2015-12-29/late-shopping-surge-boosts-holiday-sales
  • Record Post-Christmas Weekend Traffic Caps Holiday Season:  WWD Dec 27, 2015
  http://wwd.com/retail-news/department-stores/post-holiday-clearance-retail-10302784/
  • Mall Stores Lag as Online Retailers Thrive:  Wall Street Journal Dec 23, 2015
  http://www.wsj.com/articles/malls-reel-as-web-roars-1450917888
  • Super Saturday Surge Drives Late Season Holiday Boost:  WWD Dec 21,2015
  http://wwd.com/retail-news/marketing-trends/super-saturday-surge-markdown-season-10301312/
  • New B8ta Store for Tech Products May Face Challenges:  Los Angeles Times Dec 9, 2015
  http://www.latimes.com/business/technology/la-fi-tn-b8ta-internet-of-things-store-20151209-story.html
  • Sluggish Black Friday Week Portends Weak Outlook for Holiday Season:  WWD Nov 29, 2015
  http://wwd.com/retail-news/department-stores/roundup-online-shines-stores-fall-short-in-battle-holiday-sales-10287250/
  • No Longer an Event, Black Friday Fades to...Black:  AP Newswire Nov 27, 2015
  http://www.wsiltv.com/story/30613801/super-bowl-of-shopping-is-more-like-a-scrimmage
  • Evolving Nature of Black Friday Consumer Behavior:  Wall Street Journal Nov 27, 2015
  http://www.wsj.com/podcasts/secrets-to-holiday-shopping-and-traveling-revealed/096744AA-2EE1-4952-AE50-18E3C0510D7F.html
  • Black Friday Weekend Starts off on Subdued Note:  WWD Nov 27, 2015
  http://wwd.com/retail-news/department-stores/retailers-relieved-by-holiday-start-yet-uncertainty-persists-for-season-overall-10287129/
  • Macy's Takes Key Structural Steps to Reposition for the Future:  WWD Nov 12, 2015
  http://wwd.com/business-news/financial/sales-fall-macys-10277055/
  • Reversing Macy's Slide Requires a Full Reinvention:  Wall Street Journal Nov 12, 2015
  http://www.wsj.com/articles/inside-macys-downward-spiral-1447294559?alg=y
  • Outerwear Sales Sluggish in Warm Fall except for Luxe Brands:  WWD Nov 5, 2015
  http://wwd.com/business-news/financial/october-same-store-sales-10274220/
  • Holiday Promotions Pull Demand Forward but Don't Increase Sales:  WWD Nov 3,2015
  http://wwd.com/retail-news/direct-internet-catalogue/black-friday-amazon-holiday-early-deals-10271993/
  • CGP Holiday Forecast Calls for Sub-Par 3.2% Growth:  Retailing Today Oct 26, 2015
  http://www.retailingtoday.com/article/1th-annual-cgp-forecast-predicts--holiday-growth
  • Off-Price Retailers Continue to Capture Market Share:  Wall Street Journal Oct 25, 2015
  http://www.wsj.com/articles/lord-taylor-jumps-into-discount-game-1445812325?alg=y
  • Dick's Sporting Goods Leverages Performance Wear to Thrive:  Barrons's Oct 24, 2015
  http://www.barrons.com/articles/dicks-sporting-goods-revamps-pushing-apparel-footwear-1445665405
  •  Sears Struggles at Retail, but Improving Online:  Chicago Tribune Oct 22, 2015 
  http://www.chicagotribune.com/business/ct-sears-integrated-services-1021-biz-20151020-story.html
  •  WMT Wage Increases Only a Small Part of Earnings Shortfall:  CNBC Oct 16, 2015
  http://www.cnbc.com/2015/10/16/what-wal-marts-wage-woes-mean-for-gap-tjx.html
  • Walmart Portfolio Review May Include Sam's Club, Brazil: Bloomberg Oct 15, 2015
  http://www.bloomberg.com/news/articles/2015-10-15/wal-mart-ponders-closing-stores-selling-units-to-revive-profit
  • Second Half and Holiday Outlook Worse than Most Predict:  WWD Oct 14, 2015
  http://wwd.com/business-news/financial/second-half-fashion-outlook-wal-mart-10262597/
  • Walmart Struggles to Rebuild Growth as Market Shifts:  Bloomberg Oct 14, 2015
  http://www.bloomberg.com/news/articles/2015-10-15/wal-mart-takes-page-from-jeff-bezos-playbook-investors-can-wait
  • Carol Meyrowitz Hands CEO Reins at TJX to Ernie Herrman:  WWD Oct 8, 2015
  http://wwd.com/business-news/human-resources/ernie-herrman-carol-meyrowitz-tjx-ceo-succession-plan-10257002/
  • American Apparel Files for Chapter 11:  Bloomberg Oct 5, 2015
  http://www.bloomberg.com/news/articles/2015-10-05/american-apparel-files-for-bankruptcy-protection-after-losses
  • American Apparel Bankruptcy May Not Solve the Problem:  BBC News Oct 4,2015

  http://www.bbc.com/news/world-us-canada-34450061
  • Walmart Targets Devalued Yuan to Reduce Supplier Costs:  WWD  Sep 24, 2015
  http://wwd.com/retail-news/mass/wal-mart-yuan-drop-10240085/
  • Off-Price Sector Continues to Expand--in Good Times and Bad:  WWD  Aug 25, 2015
  http://wwd.com/retail-news/mass-off-price/off-pricers-maintain-edge-forecast-numbers-10206190/
  • Target Shows Strong Progress in Brian Cornell First Year:  WWD Aug 18, 2015
  http://wwd.com/retail-news/mass-off-price/target-chairman-ceo-brian-cornell-one-year-anniversary-10203088/
  • Customer Growth Partners 14th Annual Back-to-School Forecast:  Barron's Aug 8, 2015
  https://www.spectratees.com/apparel-stores-wont-rejoice-in-back-to-school-days/
  • Neiman Marcus Prepares for Potential IPO:  WWD Aug 5, 2015
  http://wwd.com/retail-news/financial/neiman-marcus-initial-public-offering-ipo-10197027/
  • Retail Momentum Slows as Consumers Enter Back-to-School Season: WWD Jul 30, 2015
  http://wwd.com/retail-news/trends-analysis/consumer-malaise-trouble-retailers-10194170/
  • Target and Walmart-U.S. CEO's Mark One-Year Anniversaries:  CNBC Jul 28, 2015
  http://www.cnbc.com/2015/07/28/
  • Belk Slowly Moving Forward on Strategic Alternatives Strategy:  WWD Jul 21, 2015
  http://wwd.com/business-news/financial/belk-sycamore-deal-closer-10189980/
  • DKS Launches New Women's Performance Wear Stores:  New York Post Jul 21, 2015
  http://nypost.com/2015/07/20/dicks-to-launch-womens-athleisure-lifestyle-line/
  • CGP Forecasts Sluggish Back-to-School Season:  WWD Jul 17, 2015
  http://www.cnbc.com/2015/07/17/
  • Customer Growth Partners:  Weakest BTS Season Since Recession:  WWD Jul 9, 2015
  http://wwd.com/business-news/forecasts-analysis/back-to-school-sales-forecast-10181177/
  • Macy's Struggles Continue in Ailing Department Store Sector:  CNBC Jun 30, 2015
  http://www.cnbc.com/id/102795769