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GLG News in Consumer Goods & Services

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September 12, 2008
WAL MART AND REMODELING
Analysis of: Wal-Mart , analysts say tighter focus on existing stores paying off | www.nwanews.com
Author: GLG Expert Contributor
Based upon my experience new resets of departments and categories raise the sales level. Therefore applying that logic to the whole store makes sense and good merchandising. Finally getting the worn out look as it happened with KMart, in my opinion, only invites lost sales and competitors. People want to shop where it is pleasant and inviting and a tired, old looking, inadequatly kept up store is...
September 12, 2008
TWO MAJOR BRANDS WILL COME THROUGH THIS STRONGER THAN EVER
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs | www.chainleader.com
Author: GLG Expert Contributor
Restaurants are being heavily tested after many years of good times in this industry, especially in markets that have enjoyed wonderful building booms. As painful and difficult as it is, there are too many chairs to fill by too many entrepreneurs who think that if they can fry an egg, they can open a restaurant. For the past thirty years, we have operated ten different franchised restaurant concepts...
September 11, 2008
How to maintain the perefect shine
Analysis of: Peregrim's Perfect Shine | www.carwash.com
Author: GLG Expert Contributor
Maintaining the perfect shine is easy keep up on the cleaning of your vehicle.
September 11, 2008
Tough Sledding will Continue for Japanese Consumer Electronics Firms
Analysis of: Who Will Own Your Living Room? Consumer electronics companies say this is the year of the digital home. But many of the coolest new products are not labeled "Made in Japan." | money.cnn.com
Author: GLG Expert Contributor
Sony, Panasonic, Pioneer, Toshiba, JVC, Kenwood, and NEC are all venerable consumer electronics brands, but unless there are dramatic shake-ups in the way they manage their businesses, their glory days may be forever gone.  Competition from Korean companies like Samsung and LG and a myriad of competitors from Taiwan, China and other Southeast Asian countries are part of the problem.  Movement...
September 11, 2008
Restaurants Have Good Reason for Concern
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs | www.chainleader.com
Author: GLG Expert Contributor
2009 Chain Restaurant Problems: Higher costs, tougher distribution environment & lower customer counts
Nicholas WhiteSeptember 11, 2008
Finlay (FNLY) Results Disturbing
Analysis of: Finlay Enterprises, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript | seekingalpha.com
Author: Nicholas White, President, White & Co
Finlay's declining margins and narrow credit line, in combination with an industry perilous close to a price war suggest investors, vendors, and capital suppliers should be concerned.  Here's why. 
September 11, 2008
If Julia Can't Do It - Nobody Can
Analysis of: DineEquity Meltdown Predictable | biz.yahoo.com
Author: GLG Expert Contributor
Julia Stewart's ability to make critical deals with Applebee's franchisees may make or break Dine Equity
September 11, 2008
Costs go up and quality takes the hit
Analysis of: Foodmakers plan big ad campaigns in down economy | ap.google.com
Author: GLG Expert Contributor
The reality of these investments is that operating a company is costing more (ingredents and financing) so things have to give.
Jack SayerSeptember 11, 2008
What Does Honda Know, That the Rest Of The Automakers Don't?
Analysis of: Honda: China August Sales Up 19.4% | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
While the rest of the auto industry suffers through the worst year in three decades in the U.S. and declining sales in other markets, Honda seems to have found the "magic bullet. What is it?
September 11, 2008
Recent DineEquity Meltdown Predictable
Analysis of: DineEquity Meltdown Predictable | biz.yahoo.com
Author: GLG Expert Contributor
The DineEquity meltdown is symptomatic of the risks of doing business predicated on financial engineering. Stock price and The Street were slow to pick up on the risks on this business.
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