1

Impact on Excellence

2009-10

2

Faculty, Appointed Professionals and Staff Affiliated with the Lundgren Center for Retailing: Anita Bhappu, RCSC Division Chair and Lundgren Center Research Fellow Kimberley Brooke, Assistant Director, Marketing & Communications Melinda Burke, Director, Lundgren Center for Retailing Felicia Frontain, RCSC Undergraduate/Internship Coordinator Annette Garcia, Administrative Assistant Scott Hessell, Lecturer, RCSC Sanyu Kibuka, Assistant Director Laraine Rodgers, Lecturer, RCSC Soyeon Shim, Director, John & Doris Norton School of Family and Consumer Sciences

3

From the Director

Welcome to the first annual Impact on Excellence report from the Terry J. Lundgren Center for Retailing at the

University of Arizona. This summary of accomplishments for the 2009-10 academic year provides you with an

overview of the many ways the Terry J. Lundgren Center for Retailing builds interest in retail careers

campus-wide and impacts the Retailing and Consumer Sciences (RCSC) academic program. Ultimately our goal

is to build a bridge from campus to career, providing enriching experiences for RCSC students, and high quality

talent for our partners.

The past year has been focused on excellence - of programs, faculty and students. The RCSC faculty, led by Dr.

Anita Bhappu, Division Chair, raised the academic standards for admission into the RCSC undergraduate major,

ensuring a higher-quality and better-prepared graduate. The Center responded by supporting outstanding

advising and teaching for RCSC students, as well as offering expanded professional development opportunities.

Throughout this Impact on Excellence, you will read about the people and programs making a difference in the

lives of our students. Faculty members Felicia Frontain, Laraine Rodgers and Scott Hessell make essential

contributions to the RCSC curriculum and mentor RCSC students to prepare them for retailing careers. Sanyu

Kibuka, Assistant Director to the Center, oversees numerous clubs and activities and provides an important

point of contact for recruiters. Student clubs and organizations such as the TJL Ambassadors, Students in Free

Enterprise, The TREND Group and BRAG all serve to give students exposure to Center partners and build their

career readiness.

This is all possible due to our Center partners and we thank them for consistently supporting the Center with

their generous gifts and annual partnerships. This year we recognize six of our partners as Platinum Sponsors

in the Center, with contributions of $20,000 or more on an annual basis. A big thank you to Altria Sales and

Distribution, Farm Bureau Financial Services, Kohl’s Department Stores, Macy’s Inc., PetSmart, and Walmart

for supporting both people and programs this year. The Terry J. Lundgren Center for Retailing Endowment for

Excellence was also launched in 2010 with a goal of $5,000,000 in endowed funds by 2015. The endowment

was established with a $1,354,000 gift from the “One Person, One Company, Two Colleges” benefit in New

York City honoring Mr. Terry Lundgren, President, Chairman and CEO of Macy’s Inc. Many thanks to Mr.

Lundgren for his dedicated support of retailing education at the University of Arizona.

Please enjoy the Impact Report for 2009-10, and pay special attention to the Professional Spotlight to learn

more about the people who, with the Lundgren Center for Retailing, make the University of Arizona the place

for future retail and fashion industry leaders.

Melinda Burke

Director

4

I. 2009-10 Highlights ................................................................................... 5

II. Impact on Education ................................................................................ 6

III. Impact on Professional Development .................................................... 14

IV. Impact on Outreach ............................................................................... 17

V. Impact on Research ............................................................................... 21

VI. Impact on Industry ................................................................................ 23

VII. Strategic Plan ......................................................................................... 30

Table of Contents

5

Highlights for 2009-10

Strengthened and increased collaboration across departments/programs on campus increasing awareness of the breadth of business opportunities and careers available in the retail industry.

Extended outreach of mutual benefit to the TJL Center and the retail community through opportunities for business interaction, placement of students and real-world experiences for students and faculty.

Developed new and nurtured existing corporate partnerships, developed working plan for Executive Committee and launched CEO Circle.

Explored innovative and entrepreneurial opportunities for revenue generation.

Worked with TJL partners to provide educational enhancement tools and support for

classroom instruction necessary to prepare students for a broad range of retailing careers.

Through outreach activities, attracted and retained students with high academic potential and a passion for retailing to the RCSC major.

Awarded 5 Lundgren Center for Retailing Certificates in Altria Sales & Distribution (1), Strategy and Planning (2), Promotion and Product Development (2)

Identified research issues that faculty, students, and industry partners can jointly address through scientific inquiry.

Established the Lundgren Center Endowment for

Excellence to invest in attracting and retaining talented faculty and students in support of a top notch retailing education.

6

Impact on Education

Retailing and Consumer Sciences Undergraduate Program Highlights

Curriculum

The Retailing program was faced with a unique challenge this year; growing demand for the academic major creating

pressure on classroom capacity and increasing demand for student services. This demand provided the perfect

opportunity for faculty to implement programmatic changes linked to the new pre-major/major degree structure, in

order to attract the most talented students to the RCSC major and to better prepare them for retailing careers.

Admission requirements were strengthened so that all RCSC pre-major students must now successfully complete the

following classes with a C or better to progress from the Pre-RCSC to the RCSC major:

Principles of Accounting

Managerial Accounting

Economics

Statistics

Research Methods

Business Math (6 units)

Computer Skills

Introduction to Retail

Retail Business Analysis & Decision Making

Additionally, students must earn a combined GPA of 3.0 or higher in our Introduction to Retailing (RCSC 214) and Retail

Business Analysis & Decision Making (RCSC 216) courses. To address growing student demand for the required courses

the Norton School now offers Statistics (FCSC 201) and Research Methods (FCSC 202) courses to ensure that all students

have adequate access to and capability in these content areas.

Staffing

In response to this increased student demand the advising team also expanded. The RCSC Division hired a new, full-time

advisor, Meredith Parker, to focus exclusively on RCSC pre-majors’ academic progress. Felicia Frontain is now the

academic advisor for only RCSC majors, in addition to serving as the RCSC Undergraduate and Internship Coordinator.

To teach the Statistics and Research Methods courses the RCSC Division hired Ric Wood, a new adjunct lecturer. In

addition to teaching these courses he coordinates the training of the RCSC graduate students who teach additional

sections of the course.

7

Impact on Education

Impact on Education

Recruitment & Placement

In terms of recruitment to the RCSC major, in excess of 200 students declared RCSC as their major during AY2009-10

bringing the total number of enrolled RCSC students (pre-majors and majors) to 525. This represents a net loss of 25

students compared to last year, and a three year net gain of 208 students, which is on target with our enrollment goals.

Sixty one RCSC students completed summer internships during 2010, with 44% interning with Center partners and 88%

earning academic credit for their internship experience. To date, 35% of the interns have been offered employment

upon graduation with their internship company.

In the 2009-10 academic year, 110 RCSC students graduated from the University of Arizona.

Internship Company Location Center Partner Number of Interns AVNET Phoenix, AZ No 1 Bayview Investments Newberry Park, CA No 1 Captain Dusty’s Manchester, MA No 1 Celebration by Design Tucson, AZ No 1 Club Monaco NYC No 1 CVS Tucson, AZ Yes 1 Diane Von Furstenberg NYC No 1 Dick’s Sporting Goods Coraopolis, PA Yes 2 Dualstar NYC No 1 Enterprise Rent-a-car Prospect Heights, Ill Yes 1 Estee Lauder NYC No 1 Financial Co. London, England No 1 Fox Greenberg PR NYC No 1 Genworth Financial Phoenix, AZ No 1 Hanky Panky NYC No 1 Home Depot Atlanta, GA No 3 JCPenney Tucson, AZ, Plano, TX Yes 2 Kohl’s Tucson, AZ, Menomonee Falls, WI Yes 4 LFUSA NYC No 1 Lily B. Skincare Phoenix, AZ No 1 Moody Mamas Los Angeles, CA No 1 NCSA Chicago, IL No 1 Nordstrom Scottsdale, AZ Yes 9 PetSmart Phoenix, AZ Yes 6 Pottery Barn San Francisco, CA No 4 Ross Stores Corp. NYC No 1 Samuels Medical Tucson, AZ No 1 Seamless Showroom NYC No 2 Starbucks Regional Office Tucson and Phoenix, AZ No 1 Target Tempe, AZ Yes 1 The Store Chicago, IL No 1 Versace NYC No 1 Vilebrequin NYC No 1 Volcam, Inc. Costa Mesa, CA No 1 Waiting for Assign. London, England No 1 Walmart Bentonville AR Yes 2 We Olive Paso Robles, CA No 1

Industry Speaker Series

Company partners are invited to participate in the Fall and Spring Speaker Series to supplement our curriculum by

integrating real-world examples related to topics discussed in class. Over the past calendar year Altria Sales and

Distribution, AT&T, Dick’s Sporting Goods, E&J Gallo, Enterprise Rent-A-Car, JCPenney, GAP, Kohl’s, Macy’s Inc., Payless

Shoesource, PetSmart, Sam’s Club, SAP, Target, Walgreens, and Walmart have participated.

8

Sponsored Case Studies

Students in our Retail Strategy (RCSC 400) course worked on cases with several Target team leaders. Student teams each

worked on a different case and competed for $3500 in scholarship awards. Given the positive response from students,

the Target case competition will now be integrated as a permanent activity in the course.

Altria Sales and Distribution sponsored a case project in Fall 2009 and 18 students enrolled. Teams of three to four

students competed against teams in the Eller College of Management. The case required students to analyze the

consumption of bottled water and create a business plan for the introduction of a new product in the Midwest.

Aspire to Retail Challenge

The Lundgren Center also leads the NRF sponsored ‘Aspire to Retail’ Challenge every fall. The mission of this case

competition is to build awareness of diverse career paths in retail by engaging university students in a competitive

collaborative role play with support from retail executive mentors to implement a multi-tiered business strategy. Six

students from the UA joined students from five other universities to create six teams representing schools from across

the U.S. With guidance from RCSC faculty advisors, Melinda Burke and Ying Huang, our team worked virtually to solve a

complex retail challenge. The challenge was to create a business plan for a furniture store planning to expand into China.

Working with a cross-functional team, the students had to “evaluate the risks and rewards of moving into China,

considering cultural differences, treasury and tax regulations, demographic information, real estate and store location

options, appropriate size of operation, staffing and training, advisability of local partnership ventures and implications for

the continued growth of your online business.” They also investigated the various models of Chinese market penetration

that have worked successfully for other foreign-based companies.

The team, led by RCSC faculty advisors Melinda Burke and Ying Huang, won the competition (for the third consecutive

year) and all the winning students were awarded with a trip to the NRF Convention to present their winning case.

Certificate Programs The Lundgren Center awarded Certificates of Completion to 5 RCSC students who focused their RCSC elective

coursework and internship to better market themselves. To qualify for the certificates, RCSC students must complete 4

courses within a specific track with a grade of B or better, with a related independent study, internship, or practicum

being included as one course. Certificates are available in:

Category Management

E-commerce and Retail Technology

Financial Services

Strategy and Planning

Promotion and Product Development

Sales & Distribution, sponsored by Altria

9

Scholarship and Awards

Through the support of our Center partners and other external relationships the Lundgren Center is pleased to offer a

variety of merit-based scholarships to RCSC students. These scholarships are funded through endowments with PetSmart,

Polo Ralph Lauren and Shop.org, or through scholarship funds from Gordon Brothers, Strategic Mindshare and NRF. The

Lundgren Center Student Advisory Board funds the Future Retail Leader Scholarship through their annual fundraising

campaign and selects the recipient based on specific academic criteria. The Fashion Scholarship Fund is a competitive

national scholarship program comprised of 28 universities. The UA Lundgren Center had two students selected this year;

each received a $5,000 award.

The following scholarships were awarded to RCSC students:

Gordon Brothers $5,000 PetSmart $10,000 Shop.org $10,000 Strategic Mindshare $2,000 NRF $3,000 Fashion Scholarship Fund $10,000 Future Retail Leaders $2,000

10

Felicia Frontain RCSC Undergraduate Program & Internship Coordinator

Felicia oversaw 61 interns during the 2010 summer. This was a record number of interns since she started in 2002. The

semester-end Portfolio Event for her Leadership, Ethics and Management Practices (RCSC 384) course was well-attended

by TJL partners. Sixteen participants from twelve partner companies provided their leadership and expertise to

evaluate the students in the class in both their communication skills and their final portfolio. This event is in lieu of a final

exam for the class and provides real world interview experience for these students.

Felicia met with representatives from most of the TJL partners throughout the year and reviewed changes they

requested be made to the RCSC curriculum to meet industry needs and then worked with the department chair and the

TJL Director to implement some of these suggestions. She also made modifications to the Leadership class based on their

suggestions and comments.

Felicia continues to work closely with the Apparel Merchandising and Marketing program at Pima Community College

which is a feeder into the RCSC major. These students allow for more diversity in the major.

Scott Hessell RCSC Lecturer & McGuire Entrepreneurship Fellow

The courses that Scott has developed have been focused very purposefully on the practical. Having served as a corporate

executive and currently involved as an equity holder and principal in two venture-capital backed startup companies,

Scott brings a very analytical perspective on understanding business opportunities, challenges and ideas into the

classroom. Students are challenged to understand not only the theory but also the pragmatic as it relates to identifying

all the influences and consequences of a business decision.

Professional Spotlight

11

Teaching Assignments

Retail Business Analysis and Decision-Making (Spring, Summer and Fall, 2010):

This course, started in the fall semester of 2009, is focused on providing retailing students a firm analytical foundation on

which they can develop a thorough understanding of the challenges faced by retailers today. Through a wide variety of

activities, students develop an understanding of and an ability to use an analytical and quantitative approach to grappling

with business challenges and opportunities.

The in-class activities in which the students are engaged provide multiple opportunities to understand analytically how a

company develops and operates. Students spend a great amount of time learning about the core elements of a business

model and both how these elements interact with one another and how they form a foundation for business strategy.

Students also participate in a computer-based simulation that mimics the core responsibilities of a retailer buyer. They also

conduct a thorough spreadsheet-based discounted cash flow analysis of a new market opportunity for a retailer of their

choice and also learn how to apply the DuPont Model to better understand the impact of a buyer’s and store managers’

actions on overall corporate profitability.

Scott received valuable input from Kohl’s, Walmart and PetSmart in the development of the course. In addition, both

Kohl’s and JC Penney have presented in the classroom on their business models and the analytical tools they employ in

their decision making.

Introduction to Retailing (Spring 2010):

This course has formed the foundation for the retailing program for many years. It is focused on providing a broad

understanding of all facets of the retailing industry. This includes learning about the retailing environment, market

selection and location analysis, managing the retail operation and retail administration. This course has also provided

multiple opportunities for students to be exposed to industry leaders through presentations by many companies including

Kohl’s, JC Penney, Walmart, Neiman Marcus, Gap, Gallo, and PetSmart.

Other Accomplishments:

McGuire Entrepreneurship Fellow: Scott was selected as a Fellow by the McGuire Center for Entrepreneurship within

the Eller School of Management. This recognized his efforts to develop core courses in retailing entrepreneurship but also

the important role that the retailing major plays in this effort.

Sanyu Kibuka Assistant Director, Lundgren Center for Retailing

Sanyu joined the Lundgren Center in March 2010 as Assistant Director and has, since then, been supporting the Center’s

student services initiative. She works closely with the Center Director and retail leaders to advise, mentor, and provide

professional development opportunities for students across campus. She has recently assumed responsibility for the

Competitive Advantage Series, the Career Wise Cats and is a co-advisor for SIFE.

She has been building her understanding of the Center’s partners and programs. This summer she spent a “Day in the Field”

with Altria Sales and Distribution. She met with two company representatives to gain a better understanding of the career

track Altria offers to our RCSC interns and graduates. Shadowing a territory sales manager, she merchandised product, built

12

relationships with store employees, made strategic store planning decisions and educated store personnel about new

product.

One achievement unfolded in the 2010 fall semester, when the Center launched a new student organization, the Black

Retail Action Group (BRAG) with Sanyu serving as the faculty advisor. She recruited a student leadership team who will

work across campus to promote and encourage minorities to reach their highest potential within the retailing industry. This

organization provides corporate partners with a diverse applicant pool from many academic majors. With much support

from the BRAG National organization Sanyu will support the growth of this new organization.

Sanyu also traveled with the Students in Free Enterprise (SIFE) team to the annual World Cup competition in Anaheim CA.

This event showcased the impact SIFE teams have achieved over the past academic year and displayed the positive changes

they made within their communities. SIFE students met with an international audience of more than 1,500 students,

academics, and business leaders from over 40 countries. They built relationships amongst team members, represented the

Lundgren Center and the University of Arizona and uncovered strategies that will benefit our team in the future.

Laraine Rodgers RCSC Lecturer

A former corporate executive, Laraine provides RCSC students with both sound theory and seasoned practitioner

mentoring focused on information and communications technology strategies and tactics for retailing enterprises. Project

management is a discipline built into each of her courses. Student teams must identify and document dependencies and

intermediate checkpoints as well as major milestones, including, project initiation, mid-term project snapshot, executive

briefing and a final report.

Teaching Assignments

E-Commerce (Fall 2009 and Spring 2010):

As the business value of enabling technology as a competitive force increases, our e-business courses, including this

e-commerce offering, grow in enrollment. Students explore a selected company’s business models, opportunities,

challenges and decisions that occur for a specific retailer. The goal is for students to learn the evolution, technology

underpinnings and business impact of e-commerce, to explore opportunities—such as social networking and m-commerce,

challenges and decisions and be able to articulate and demonstrate what they have learned through a documented

e-commerce business and web-site analysis.

Food Supply and Distribution (Fall 2009):

Students study the food supply chain—its scope, links and interdependencies—in this web delivered course. Topics include

planning, logistics and distribution along with information technology, competition and collaboration, relationship

marketing, local and global markets, and sustainability. The impact of the changing food supply chain on retailers and the

consumer was a key focus. For most of the students in this course it was a first look at the food supply chain that provided

them another integrated dimension of the business of retailing, specific retailers and continued integration of

technology-enabled strategies, tactics and innovations for competitive advantage and profitability.

13

E-Tailing and Customer Management (Spring 2010):

Students study retailers that operate from three or more channels—stores, catalogs or print media and web-sites, in order

to compare and contrast the retailers’ business and marketing strategy from both consumer and retailer perspectives. In

this online course students analyzed the techniques that are used to develop effective online stores and synchronize

cross-channel functions.

This semester, students selected the following companies for their e-tailing and multi-channel strategic analysis: Macy’s

Inc., JC Penney, Office Depot, Best Buy, Sears and J.Crew.

Additional Accomplishments:

Conversations with a CEO: Matt Rubel, CEO, Collective Brands

Matt Rubel led the first of a series of small group “conversations with a CEO.” Laraine developed an approach, with support

from Center students and staff that both ensured students had some background on the CEO and also understood the

types of topics he might introduce and the level of the discussion. Mr. Rubel moderated a very engaging, substantive and

lively dialog! Feedback from the retailing students was very positive. Several students who participated in the

‘conversation’ received internships this past summer in one of his divisions and corporate offices, and a few students

received after-graduation job offers.

14

To supplement the academic coursework required of RCSC students, the Lundgren Center provides numerous professional

development opportunities to build their potential for career success.

Competitive Advantage Workshops Series

This year, 25 RCSC majors were offered a unique professional development opportunity through a series of Lundgren

Leadership “Competitive Advantage” workshops. Eligible students were those graduating in 2009-2010 and interviewing

and/or accepting job offers.

These workshops have pulled together some of the most current and relevant business needs that large companies have

today, and will address them in a proactive and individualized manner. Workshops are hands-on, interactive, and

fast-paced.

Workshop topics:

Taking stock of your skills and evaluating where they fit

Decision making in a business environment

Effective communication in a business setting – persuasion, negotiation and conflict resolution

Teamwork versus individual contribution

Working in a virtual environment

The implications of working in multi-ethnic settings

Material presented was drawn from years of experience with major corporations, with ample time for questions,

role-playing, and a goal of making each student comfortable with the concepts. All graduates received a Lundgren Center

“Competitive Advantage” Certificate.

The facilitator for these workshops was former executive and adjunct professor Joanna Broder. Ms. Broder has significant

expertise in developing and planning innovative, technology-driven solutions, bringing together necessary perspectives and

establishing the vision for all the team members. She has managed geographically distributed teams, both nationally and

internationally, working on strategically dependent product development. Throughout her professional career she has

worked as an executive at AT&T, Digital Equipment Corporation, Honeywell, General Electric and has been an Executive

Officer at Sunquest Information Systems and Fabe Litho. She has a Bachelor of Science in Mathematics, is trained in Crosby

Quality Management, attended Lockheed-Emory Executive Management Program and the AT&T Executive MBA program.

The cost to the student for this professional development opportunity was $250 for the six-week series. For the upcoming

academic year these workshops will be offered free of charge to all seniors.

Career-Wise Cats

The Career-Wise Cats program continues to create value by providing a pipeline for identifying and growing talent earlier in

the recruitment process among students and partners with matching interests. PetSmart seeks students who have a

passion for pets and a desire to work in the retailing industry. The Terry J. Lundgren Center is well positioned for connecting

Impact on Professional Development

15

PetSmart with targeted students because it is housed in the Norton School, part of the College of Agriculture and Life

Sciences (CALS), and connects easily with programs that serve students passionate about companion animals.

Student enroll as sophomores in the one unit “Self and the World of Work” course and focus on preparing themselves for

internship. PetSmart supports the course by providing guest speakers and expert resources for mock interviewing and

resume review. Students with an interest in interning with Petsmart are provided the opportunity to interview later in the

semester. Since 2008, Career-Wise Cats has impacted 52 students and PetSmart has recruited 17 students into internships.

New York Industry Study Tour

For the fifth consecutive year we offered a study tour for 20 students to New York City that was combined with the

National Retail Federation Convention. Sponsorship from Macy’s Inc. keeps the trip affordable for students. In addition to

participating in the convention the students toured Macy’s, Bloomindales, Ross Stores, Outerstuff and Polo Ralph Lauren.

Macy’s Inc. will once again sponsor the trip in 2011.

Clubs and Organizations

Student Advisory Board (SAB)

Sixteen RCSC students currently serve as ambassadors for the TJL Center. The mission of the board is to promote activities

in the Center to students on campus and represent the major at all recruitment events and outreach events, both internal

and external. To be eligible to serve on SAB, RCSC students must maintain a minimum 3.0 GPA, have work experience and

demonstrate strong leadership and communication skills.

Ambassadors serve in a very important capacity as they are considered liaisons on behalf of our partner companies and the

UA. In addition to publicizing company visits and marketing the RCSC major, they volunteer their time in the Center

assisting on development of outreach materials and assist with the planning of the Global Retailing Conference. The

students also run the snack bar in the Norton School Lobby and coordinate other fund raising activities in order to award a

“Future Retail Leader” scholarship every year. This year, they awarded $2000 in scholarships to two of their peers in the

RCSC program from funds generated by their efforts.

Fall, 2010 SAB Members:

Natalie Bendrhoff Shakayla Byrd

Chelsea Fischer Taylor Flower

Julie Gundrum Christy Holcomb

Melissa Homa Garrett Joviak

Jaclyn Lichterman D’Arel Miller

Alexandra Mroczka Stephanie Olinski

Scott Rising Lauren Schmidt

Dana Spaniol Adena Stein

Maddi Weinstein

16

The TREND Group

The TREND Group attracts members with a passion for the business of fashion. The club pursues many special projects in

the community, working with specialty retailers and community groups. Most of the members worked at "My Girlfriend's

Closet" fundraiser event for Voices for Education. They also assisted several local entrepreneurs such as Bebe from Collage

with trunk shows or specialty night shows to feature new merchandise. Many of the members also volunteered to work on

several area fashion shows.

SIFE

Students In Free Enterprise is a UA-recognized organization that provides opportunities to develop leadership and

communication skills by teaching the principles of free enterprise to other students or community members. A Business

Advisory Board, made up of community and business leaders, serves as an advisory council for the students. Membership is

open to all majors across the University, including RCSC. For 2009-10, the 75-member team dedicated 10,094 hours to

completing 21 projects including Rubaga Friends, World Work, College Bound Club and Scrappy’s (see SIFE annual report).

In April 2010, the SIFE team competed in Los Angeles, winning regional honors. The team moved on to the national

competition in May in Minneapolis, MN, where they placed First Runner Up in their league.

Student participation is diverse and consistently 55 – 60 students attend meetings each week. This year the general

meetings have focused on team building and professional development, thanks to guest speakers from Dick’s Sporting

Goods, Gap, Altria and Frito Lay. Several new projects have been developed that meet the new SIFE judging criteria. The

team will once again sponsor the spring Career Expo, on Wednesday, February 17, 2011. This year the event will be

co-sponsored with Career Services, opening the door for greater participation from companies and more support from the

University.

17

Impact on Outreach

Kimberley Brooke is the Assistant Director of Marketing & Communications at the John and Doris Norton School of Family

and Consumer Sciences. In addition to managing external and internal communications, marketing and outreach for the

Norton School, Kim supports the efforts of the Terry J. Lundgren Center for Retailing, the Take Charge America Institute,

and the Frances McClelland Institute for Children, Youth, and Families. As part of her overall integrated marketing

strategies, Kim manages all outreach materials including brochures, newsletters, press releases, campaigns, websites, and

branding which help enhance public perception and awareness among target audiences. She fuses her dynamic and

creative input in the conceptualization and coordination of school events and activities with a special focus on the annual

Global Retailing Conference. Through collaborative efforts with the Lundgren Center, Kim’s hands-on role in planning the

Global Retailing Conference from concept, logistics, sponsorship, speakers, and overall marketing development to

completion, has contributed to 15 years of success.

The Lundgren Center’s newsletter, RetailLink, among other things highlights student and center accomplishments,

introduces corporate partners through profiles and also relays current events to its many readers. In her role as managing

editor, Kim oversees the development and production of this newsletter which is distributed each semester. Also, Kim is

the managing editor of the Norton School’s first-ever alumni newsletter. Norton News-reaching an audience of over

10,000- is designed to provide a direct news link to Norton School alumni, friends, media and supporters. Together these

newsletters create a significant interest and response on behalf of the students, faculty, board members and the

community.

18

Global Media Coverage

Women’s Wear Daily

Business Wire Online

Forbes Online

States News Service

Business Week Online

Fibre2Fashion.com

EON: Enhanced Online

News

All Business Online

Morning Star Online

The Free Library Online

Trading Markets Online

PR Inside Online

Smart Brief Online

Tom Julian Group Online

High Beam Online

College Education Weekly

UA News Online

Rachel Roy Online

AZBiz Online

Arizona Daily Star

Planalytics Online

DailyMe Online

Sample Media

19

20

GLOBAL RETAILING CONFERENCE

For the past 15 years the Global Retailing Conference has brought together top-industry executives and experts together

into one cohesive venue to provide their innovative expertise and valuable insights on innovation, sustainability, and

strategy in the always-evolving industry. This conference attracts participation from retailers across all levels operation, as

well as academicians and university students interested in first-hand knowledge about the trends, challenges, and

opportunities in such a competitive marketplace.

This April 7-8, 2011, the 16th annual Global Retailing Conference will be held at the Loews Ventana Canyon Resort. This

year we are featuring our first-ever Global Golf Tournament in support of our students to kick off our Global Retailing

Conference! Join fellow participants for an enjoyable morning of golf and networking with colleagues while supporting

retailing students. The tournament will take place on the hotel’s 6,902 yard, par 72 Mountain Course designed by famous

architect Tom Fazio which offers a blend of challenge and playability, the course tests players’ skills on the clear and

beautiful greens.

EVENT SPONSORS TO DATE

Macy’s, Inc. Acento

Airwatch Altria Sales and Distribution

Bridgestone Retail Operations Deloitte

Dick’s Sporting Goods Financo

4R Systems PetSmart Supima

21

During AY2009-10, Dr. Anita Bhappu, Lundgren Center Research Fellow, launched the Consumers, Environment and

Sustainability Initiative (CESI) with the help of Dr. Sabrina Helm. CESI’s vision is to be recognized as providing the best

instruction and consumer research on sustainable consumption.

Anita also coordinated the Applied Consumer Research Experience (ACRE). ACRE projects provide RCSC students with the

opportunity to work with industry partners and faculty mentors on consumer research aimed at answering business

questions with academic rigor. Interested faculty meets with organizational representatives to define the scope and depth

of the research question(s) before recruiting students to work on their consulting team. The organization usually provides

funding for the ACRE project through gifts in support of faculty research.

Anita was the faculty sponsor and received funding for the following two ACRE projects:

Consumer Engagement in Agritourism

This ACRE project, which has been continuously funded by Farm Bureau Financial Services, began with a series of focus

groups aimed at better understanding Arizona consumers’ attitudes and behavior related to food and agriculture. We were

interested in assessing whether and how these consumers might engage with the Arizona Farm Bureau. Our focus group

findings led us to develop several concepts related to agritourism, which is a strategy for creating more sustainable

agricultural systems. Agritourism allows consumers to experience local farm products and rural agrarian traditions, and in

doing so, can diversify farm income and increase farm profitability. Using 1-on-1 consumer interviews, we refined three

agritourism concepts linked to membership in the Arizona Farm Bureau and then tested them via a representative, online

survey of Arizona heads of household. Using this survey data we have developed an inductive model of consumer

engagement in agritourism which we now plan to validate using consumer data from actual agritourism events.

Funded graduate student collaborators: Guillian Ochoa Bon, Charles Lawry, & Rena Shifren

Digital Coupons in Grocery Retailing

The focus of this ACRE project, which was funded partially by Contactless Data, was to better understand consumer

acceptance of digital coupons for consumer packaged goods. We conducted a one-week diary study of digital coupons linked

to Safeway and Fry’s loyalty cards among heavy users of paper coupons (aka coupon divas), as well as non-users. At the end

of their trial week, these consumers participated in a focus group where they discussed their food shopping and paper

coupon routines, as well as their experiences using digital coupons during the study. We are currently preparing a

manuscript of our qualitative learnings for publication.

Funded graduate student collaborators: Zeinou Toure

Other student collaborators: Jennifer Andrews, Mireya Gomez, & Kyle Johnson

Impact on Research

22

Lundgren Center Graduate Student

Charles Lawry is a doctoral student in Retailing and Consumer Sciences at the Norton School. Previously, he earned an MA in anthropology (Columbia University) and later worked as a senior copywriter at ad agencies such as G2 and Deutsch. As an assistant for the Intro to Retailing class, he helps provide our

undergraduates with a strong foundation in all aspects of the retailing industry. Notable activities include guiding students in the execution of entrepreneurial retail concepts. During this activity, many students referred to the innovativeness of our TJLC partners for inspiration. In addition to serving as a TA, Charles recently presented luxury e-tailing research at the Global Marketing Conference (Tokyo) with support from the Lundgren Center. His other research activities include assisting the Consumer, Environment and Sustainability Initiative (CESI) and ongoing independent research on the experience goods industries.

23

Spotlight on Alumni

Our alumni are launching their careers with many of the corporate partners in the Lundgren Center. They are developing into leaders within their companies and assuming positions of great responsibility. All the while they never forget the importance of giving back to their alma mater and mentoring young alumni. What follows is a snapshot of just a few of our alumni and how they are impacting the industry. ALTRIA SALES & DISTRIBUTION

Sara Koch, Unit Manager (2009) Sara is currently a Unit Manager in Boise, Idaho for Altria Sales and Distribution. Before her current position she was a Territory Sales Manager and a Sales Development Associate in Santa Cruz, CA. As a new member to the management team, her biggest challenge has been learning how to develop relationships of trust with both the members of her organization and her customers. According to Sara, the Retailing program did a fantastic job of preparing her for the retail math that is needed in a sales position. She has taken those learnings and applied them in the field and used them to teach others how and why retail math benefits Altria's relationships with retailers. Her Unit Manager position is in the same section as RCSC alum Ashley Talley, who has reached out to welcome her and help out with any difficulties in her new position. David Pagel, who also works for ALS&D and is in the same class (May '09) has been a help throughout her career as well.

David Pagel, Sales Development Associate (2009) David Pagel is a Sales Development Associate at Altria Sales & Distribution. Previously, he held the position of Territory Sales Manager. After being with Altria for a little over a year, David has learned what an effective transition from college to a career entails. For David, the biggest challenge in this transition is finding the right balance between work and his personal life. In college he had grown accustomed to having a large portion of time dedicated to his personal life, but starting a career is different. David finds that much of his success is a direct result of his progression through the Retailing program. He believes that what he learned in the major has put him ahead of colleagues from other majors. Being able to use the information from Retail Math, Merchandising, Brand Management, and Service Retailing daily in the field has been great for him. Being prepared for new brand launches, knowing how to execute in stores to maximize visibility as well as growing sales, and being able to calculate margin/mark-up/base inventory and dollar gap for all accounts without the need for further

training is a direct link to what he gained from the RCSC Program. Many University of Arizona alums have really helped David get his career going. There are a number of University of Arizona graduates in his district and he started his Altria career with four other U of A graduates who went through the internship process together. He is confident that he will always have someone to contact if ever an issue arises no matter where his career path leads, because the network of U of A alums spreads across the whole country!

Impact on Industry

24

DICKS SPORTING GOODS Andy Mirkin, Merchandise Program Trainee (2009)

Andy is a recent graduate of the RCSC Program and is currently a trainee in the Merchandise Training Program for Dick’s Sporting Goods (DSG) is Pittsburgh, Pennsylvania. After graduating from the training program he will become either an assistant buyer, merchandise analyst, planner. Adjusting from college to career, Andy found the biggest challenge to be maintaining a structured schedule everyday while establishing communication with a wide group of people. Andy has learned that many functions he touches are interconnected and his actions can impact many people in the organization. “Having my actions affect so many people at DSG is very unlike college where what I did solely affected me.” Retail math and other retail classes definitely prepared Andy for his new position at DSG, allowing him to quickly comprehend the business dynamics faster than other new hires. The Student Advisory Board also built his confidence when

approaching senior executives and helped him not be intimidated in professional situations. Andy is fortunate to work with Jack Barnes, another RCSC alum, as his ‘gang’ leader who offers his insights and serves as a sounding board who is both passionate and knowledgeable about the business.

Jack Barnes, VP GMM Lodge Hunt and Fish (1998) Jack Barnes is a VP GMM in Lodge Hunt and Fish at Dick’s Sporting Goods. Prior to moving to Dick’s Sporting Goods (DSG) in January of 2009, he spent 12 years at Walmart in various categories within the merchandise group. Up to this point Jack feels blessed to have had such a solid career. Early on in his professional path, he found that in order to grow a career there must be a focus on “how to run a business” and understanding what levers can be pulled in order to achieve financial results. He learned that execution is paramount to success and that getting things done right leads to a strong career. As he began to move up in his career he learned that leadership is core to success. Part of being an effective leader is being able to teach the ideas and concepts while painting a picture that can inspire a group to action. Part of this success Jack believes, ties back to his undergraduate degree. He learned a great deal about the consumer dynamic in conjunction with the business dynamic. He remembers the eye-opening year after he completed his internship. From that point forward he realized how important what he was being taught in the program really was to his future. Jack thinks the RCSC program is very focused and prepares students driven to succeed with the tools to achieve their goals. Jack believes it is very important to mentor young alumni. He believes that a good number of the young alumni from the retailing program will one day be the future leaders of their organizations.

GAP Michelle Jones, Trainee in the Retail Management Program (2010) Recent University of Arizona graduate, Michelle Jones, began her current position this fall at GAP Inc. as a Trainee in the Retail Management Program. As she commences her professional journey, she recognizes that there are some challenges in transitioning from college to career. The biggest challenge so far is understanding what exactly is expected of her. With no syllabus, trying to grasp these expectations can be difficult but Michelle is ready for this challenge. Realizing that her decisions can affect the company’s bottom line and impact operations is exciting. She believes that the Retailing Program has prepared her well for her new position. In addition to the academics, she learned how to build and maintain professional relationships. Her years in the program also taught her how to multi-task while still maintaining a large work load. Being a

graduate of such a reputable program has been very beneficial to her and several University of Arizona alumni at GAP Inc. have become strong professional mentors and great friends during her transition.

25

Leah Scherotter, Assistant Men's Merchandiser (2008) Leah recently completed her second full year with GAP, Inc. She is currently a Men’s Merchandiser specializing in graphic tees at Old Navy. Her entire GAP, Inc. journey began with her summer internship with Old Navy’s Men's Merchandising in Men's Denim. After her graduation in 2008, Leah went through the 9 month, Retail Management Training Program. Upon completion, she accepted her first position in Men’s Merchandising knits and sweaters. With a good level of experience so far, Leah recognizes that growth comes with its own challenges. She notes that although not necessarily a negative challenge, trying to pinpoint what is next in her career is not always simple. Her career success is due in large part to what she has taken away from her undergraduate Retailing and Consumer Sciences degree. To actually have a degree that correlates directly in her profession is amazing to her. Utilizing her Retail Math skills

for daily tasks or putting to action what she learned in her Store Planning and Design course in developing her spring strategy is so rewarding to her. Secondly, she considers all the professional training that she received from the Lundgren Center Student Advisory Board a huge reason for her success. Finally, she believes that having the Retailing & Consumer Sciences major on her resume has proved to be a positive aspect in her career and it reflects her passion for the industry. She has a lot of faith in the program and loves to reach out and to mentor new alums from the U of A. With 3 alumni in the recent training classes she loves seeing the familiar faces. She believes GAP, Inc. has really found incredible candidates with high-caliber training received through the RCSC major. JCPENNEY

Christina Moreno, Merchandise Analyst-Women’s Modern Footwear (2009) Aside from adjusting to not having breaks in between classes, the biggest challenge for Christina Moreno has definitely been maintaining confidence while working with such seasoned professionals. In college, she was surrounded by other students with a very similar foundation of knowledge and experiences. Her team at JCPenney is comprised of people who have worked in the retail industry for several years and for a variety of different retailers. When she first started out in her position, even though she fully understood her business and could speak to it, she would second guess herself in a room full of professionals. With time and experience however she has found her confidence and knows she will continue to develop over time. The Retailing program prepared her very well for her position. All the various classes provided her with a great foundation of business knowledge but it was group projects, her involvement on

campus, the different business workshops offered by the Retailing program, and her time spent on the TJL Student Advisory Board that really prepared her for the professional world. She was also presented with so many great networking opportunities that helped her meet and converse with various executives from around the industry. For Christina, the Retail program felt more like a community than a college campus.

Shelley Huff, Buyer (2004) Shelley Huff recently assumed her new position as Buyer at JCPenney. Prior to this, she worked in the Walmart Corporate Offices for six years. She began her Walmart career as a summer intern in their corporate offices in Arkansas and upon graduation she accepted a position as a Buyer Trainee. Since then, she held 4 different buying positions and was honored to receive a promotion to a director role in seasonal strategy. With so much growth in her career so far, Shelley notes that one of the biggest challenges is learning to take intelligent risks. She recognizes that retail is a fast-moving game in which innovation is needed to win. Because she believes innovation is so crucial to success, another one of her growth challenges is balancing creativity with financial reasoning, which she understands takes time and experience to achieve. Shelley attributes her success to her undergraduate degree in Retailing and Consumer Sciences. She believes that the mixture of an academic environment and the exposure to retail professionals made for the perfect

preparation for success.

26

Her participation in Students In Free Enterprise (SIFE) is another contributor to her success thus far. The critical development assets that she gained from SIFE are what she thinks set her apart from others. This experience is something she will always hold close, and Melinda Burke has remained one of her most valuable mentors. Speaking of mentors, being able to mentor the new alums from the University of Arizona is now one of her priorities. She thinks that alums have a responsibility to create networks and safe learning environments for the new alumni so they can join together and develop a strong reputation of the Retailing program at the U of A.

MACY’S Amanda Masliah, Assistant Buyer (2010)

Amanda is a recent graduate from the RCSC Program, graduating this past May. After finishing the 10 week training program this summer, she is now an assistant buyer for the Men’s accessories and Gifts Department for Macy’s focusing on small leather goods, tux wears, and cuff links. Part of her position is running selling reports to see what is trending especially as the holiday season approaches. Upon graduation, she has found the biggest challenge transitioning from college to career to know how to properly deal with deadlines and adapt to change when tasks are thrown her way. The best part the Retailing Program for Amanda was the multiple group projects. These helped her learn how to deal with different personality types on a team. Another aspect the Retailing Program she appreciated was the emphasis on the importance of innovation which she discovered is highly valued in the workplace. As a new member to the Macy’s team, Amanda has had help adjusting to the environment from another RCSC Dara Silverglate who has checked in on

her transition during the training program.

Dara Silverglate, Manager of College Relations (2004) Dara Silverglate graduated from the RCSC Program in 2004. Currently, she is the Manager of College Relations for Macy’s focusing on the Merchant Program in buying and planning summer internship program. Working in retail since she was in college, Dara launched her career at JCPenney, first as an in-store intern in the children’s department then as a trainee in New Jersey working in the junior’s department. She was always interested in corporate side of the business, and found a job with Macy’s.com as a Merchandising Assistant. It demanded an eye for detail and strong communication skills, which Dara used over her four years in the area to grow into an Associate Buyer for Junior Plus Sizes. Recently Dara was promoted to Manager of College Relations where she now has the opportunity to learn more about the company and sell it to others. She loves everything about Macy’s and now gets to share her passion and enthusiasm with college students across the country.

Throughout her career Dara has found that her biggest strength in growing her career has been her ability to see opportunities and remain flexible and open to new ideas. She owes part of her success to Felicia Frontain’s ‘Leadership Ethics and Management’ class because it taught her how to work on challenging projects with a team. Now in the Macy’s NYC office, she is focusing on growing the network of University of Arizona graduates at Macy’s and thinks it is essential to mentor these new graduates as they enter the retailing industry.

27

PETSMART Holland Cortright, Events Analyst (2010)

Holland is a recent graduate from the Eller College of Management who was also heavily involved with the Lundgren Center for Retailing through SIFE. She has found that the biggest challenge during her transition from college to career is developing a new work ethic, because college timelines and demands are different from those in the business world. Holland has adjusted to the difference in time management, recognizing a sense of urgency that was not always present on the college campus. She recognized that once you join the corporate world you have to change your mindset and work ethic from a focus on yourself to a focus on what your colleagues need from you. SIFE provided her hands-on experience that prepared her for the business world unlike any other program or organization on campus. She was able to manage her projects, lead teams, make executive decisions, and serve the community. While her technical knowledge was

developed in the classroom, Holland’s invaluable skills, such as leadership, communication, and business intuition were all developed through SIFE. Holland was able to meet UA SIFE alums working at PetSmart because of her SIFE connections. She now has a mentor, RCSC alum Sabrina Lamp, who has guided her and given her advice assuring her career moves in a very positive direction.

Sabrina Valdez Lamp, Buyer of Premium Dog Food (2002)

Sabrina Valdez Lamp is a Buyer of Premium Dog Food at PetSmart. She began her career track as a Buyer Trainee with the Walmart organization. She continued to move up through the buying ranks to her final Walmart position as a Sr. Sourcing Manager. Her position was in a support area but it was closely tied to buying and supplier strategy. Throughout the development of her career, Sabrina feels fortunate to have had such great opportunities to grow her career and expand her responsibilities. PetSmart has invested in her development as a leader by providing new experiences in the form of special projects which will prepare her for future leadership opportunities. Sabrina believes that networking has been a key component of her success. Forming relationships

within the organization drives results. In a corporate environment it is more about the team’s success than personal success, so learning to work with others is vital. Sabrina commends the retailing program at The University of Arizona as it did an outstanding job preparing her for job as a Buyer. She feels it provided her with a foundation that many of her peers did not have. Sabrina went into her current position with a clear understanding global and multi-channel retailing which is critical to the future of retail. She also recognizes the skills attained in her participation in Students in Free Enterprise (SIFE) as a factor of her success. By learning how to lead others, SIFE provides life skills that are applicable to any career. She enjoys mentoring new alums from the U of A. By sharing experiences and helping them adapt to the new environment, she loves seeing them succeed and grow in their careers.

WALMART Kimberly Jewell, Automotive Merchant Leadership Trainee, 2010

Kim is a recent graduate from the RCSC Program and was a leader on the Student Advisory Board. Now in the Merchant Leadership Trainee Program for Walmart, she feels that the retailing program absolutely prepared her for training program. She feels she has a leg up on her peers in the training program because of the academic curriculum, and the extracurricular experiences the Lundgren Center provided her. The Student Advisory Board was the most important activity that gave her hands-on leadership experience. Transitioning to Walmart, Kim’s biggest challenge has been time management and learning how to prioritize her ‘to do’ list in an 8 hour time frame. She believes that the alumni connection and the UA name are extremely important at Walmart. The University of Arizona has been identified as a top recruiting school for the merchandising division. The Arizona alums are currently starting a Northwest Arkansas Alumni Chapter to have an established group of alumni with whom to network.

28

Jason Henry, Senior Buyer, Automotive (1999) Jason is currently a senior buyer for Walmart, growing up through the training program. He received a better understanding of retail as a whole through the RCSC curriculum focused around international retail, service and food industry, and textiles. He felt one of the benefits of the program was its smaller size, giving him more exposure to the retail executives who visited campus. The program also does a good job of fostering competition which makes everyone work harder and improves the quality of students graduating from the major. Outside of classes, Jason was also the founding president of the UA SIFE Team, and used this organization to develop his leadership, presentation and organizational skills. After graduating from the UA, Jason learned how to channel his competitive spirit to build his business and work as part of a team. Networking with UA Alums at Walmart is very important to Jason because it helps ease the transition from campus to Walmart. The UA alums at Walmart make a point of looking out for each other. Campus connections are important to Jason as well as he uses this network to find out who is involved, who are the leaders in clubs and these connections keep Walmart top of mind for soon-to-be interns and graduates.

29

CEO Circle

Thank you to those CEOs serving in the CEO Circle. Currently the members are:

Mr. Tom Murry, President and CEO, Calvin Klein Ms. Rose Marie Bravo, Board of Directors, Estee Lauder Mr. Wes Card, President and CEO, Jones Apparel Group, Inc. Mr. Terry Lundgren, President and CEO, Macy’s, Inc. Mr. John Idol, CEO, Michael Kors Mr. Roger Farah, President, Chief Operating Officer and Director, Polo Ralph Lauren Corp. Mr. Steve Sadove, Chairman and CEO, SAKS Inc. Mr. Vince Camuto, Chief Executive Officer, The Camuto Group Mr. Kip Tindell, CEO, The Container Store

Executive Committee

Thank you to those partners serving on the Executive Committee. Currently the members are:

Lisa Locker, Altria Sales & Distribution Jean-Emmanuel Biondi, Principal, Deloitte David Sebastian, Vice President, Strategy & Business Development, FBL Financial Group, Inc.

Angela Swanner, VP Merchandising, JCPenney Anne Voller, Vice President, Executive Recruitment & College Relations, Macy’s, Inc. Kathy Mance, Director, NRF Foundation Neil Stacey, Vice President, HR, PetSmart Tom Redd, Vice President, Product Marketing, SAP Andy Barron, Vice President, Walmart Michelle Gloecher, Sr. V.P. Merchandise Executions, Walmart

Corporate Advisory Board

Two new partners joined the Center this past year:

Acento

Supima

Current partners are: Acento Altria Sales and Distribution AT&T Bridgestone/Firestone CVS/Caremark Deloitte Consulting, LLP Dicks Sporting Goods Dillard’s DFS Enterprise Rent-A-Car Farm Bureau Financial Gallo Wine Company Gap, Inc. Gordon Brothers Harry & David Hilco Merchant Resources International Council of Shopping Centers JCPenney Corporation

Kohl’s Macy’s, Inc. Nestle Purina PetCare NRF Foundation Office Depot Payless ShoeSource PetSmart SAP Sears Holding Corporation Strategic Mindshare Supima Target Store UA Bookstores Vamos A Tucson Verizon Wireless Walgreens Walmart Stores, Inc. Wells Fargo

30

31

32

John & Doris Norton School

Family and Consumer Sciences

College of Agriculture and Life Sciences

The University of Arizona