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Consumer Goods & Services News by GLG Council Members

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Business Intelligence- Key Management Tool During Retail Manufacturing Recovery

February 8, 2010

GLG Expert Contributor

Ten Trends For 2010 | www.forbes.com

There is a strong correlation between the Forbes.com top ten (10) investment intelligence list and typical retail manufacturing business intelligence priorities. Sensors and use of the internet are only a couple examples.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

VW Takes Aim At Toyota's # 1 Sales Rank, While Mr. Toyoda Apologizes

February 5, 2010

Toyota President Offers Apology | online.wsj.com

Toyota's president makes public apologies for the safety crisis battering his company. At the same time Volkswagen is looking to become the world's biggest automaker, replacing Toyota, with a 60% sales increase forecast for 2018

Why Not Expand Their Presence in Premium Denim?

February 5, 2010

GLG Expert Contributor

LVMH Profits Fall, Arnault Optimistic | www.wwd.com

I like LVMH.  They have strong brands and their speed to market with an ad campaign touting heritage and quality of Luis Vuitton was stellar.  I would like to see them get more aggressive in Premium Denim.

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Did Zale (ZLC) Board Fumble Again?

February 5, 2010

Struggling Zale Looks to Suppliers for Cash | online.wsj.com

Zale approach to suppliers was unsophisticated and showed a complete lack of understanding of the industry. Here's more.

Could We Buy a $50,000 Electric Car Where We Buy our TV?

February 4, 2010

GLG Expert Contributor

[USA] Telsa Secures $465M DOE Loan To Build $50,000 Electyric Cars In California | www.detnews.com

The future of the EV industry getting their product in front of the consumer could be with the CE retailer, not the Auto dealer.  We have seen where Best Buy has ventured into the EV space with e-bikes.  If customers can see the CE retailer in the business of Electric Bikes, why not the Electric Car?  Would it mean opening a Stand Alone dealership spin off (like the Car Max/Circuit City deal more than a decade ago)?  Not necessarily.  It makes more sense than you think.  The next great frontier.

Walmart makes its next move to lower costs globally...

February 4, 2010

GLG Expert Contributor

Walmart Leverages Global Scale to Lower Costs of Goods.... | finance.yahoo.com

Over its nearly 50 year history, Walmart has continually sought to lower costs throughout its supply chain, most recently through its sustainability initiative. In combination with its announced strategic alliance with Li & Fung Limited to source apparel, Walmart's Global Merchandise Centers are intended to better leverage its massive scale to lower costs and improve lead-times throughout its supply chain.

Steve Boutwell, District Manager

Steve BoutwellDistrict ManagerPOMP'S TIRE SERVICE, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Michelin increases tire production in China and India

February 4, 2010

Michelin to invest $1 billion in China tire plant | www.globaltirenews.com

Michelin is spending about $1 billion in China, and almost $900,000 in India, for sales within those regions.

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

OTAs Prevail Against Anaheim: Court Calls Prior Ruling "Logical Fallacy"

February 3, 2010

Expedia, Priceline and Orbitz Rejoice at Hotel Tax Rollback | industry.bnet.com

The major Online Travel Agencies today notched a huge win in Anaheim, California where a judge threw out a $21,326,881.30 ruling against Expedia, Travelocity, Priceline, Orbitz and their related subsidiaries with a strongly worded rebuke to the Anaheim City Hearing Officer's earlier findings

Could We Buy a $50,000 Electric Car Where We Buy our TV?

February 3, 2010

GLG Expert Contributor

[USA] Telsa Secures $465M DOE Loan To Build $50,000 Electyric Cars In California | www.detnews.com

The future of the EV industry getting their product in front of the consumer could be with the CE retailer, not the Auto dealer.  We have seen where Best Buy has ventured into the EV space with e-bikes.  If customers can see the CE retailer in the business of Electric Bikes, why not the Electric Car?  Would it mean opening a Stand Alone dealership spin off (like the Car Max/Circuit City deal more than a decade ago)?  Not necessarily.  It makes more sense than you think.  The next great frontier.

Brake problems hampers latest generation of Toyota Prius

February 3, 2010

GLG Expert Contributor

Toyota's safety woes spread to Prius brakes | news.yahoo.com

After the saga of its colossal 8-million recall with a defective throttle, Toyota is back in trouble, this time because of a faulty brake system on the new Prius.Both the accelerator and the brake system are key components in what comes to safety and such recalls can represent a severe blow to Toyota's pristine quality reputation.

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