There were some interesting nuggets in yesterday’s investor presentation from Signet, particularly this chart on U.S. market share in the specialty jeweler market:
| 1999 | 2009 | |
| Signet | 4.9% | 9.4% |
| Zale | 6.4% | 5.1% |
| Tiffany | 2.8% | n.a. (5.2% in 2008) |
| Blue Nile | 0.1% | 1.0% |
Signet CEO Terry Burman estimates that Berkshire Hathaway group (Helzberg/Ben Bridge/Borsheims) has a 2 ½ percent market share, and Fred Meyer has a 1 ½ percent share.
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