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GLG News in Consumer Goods & Services

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September 9, 2008
Back to Basics: Wal-Mart Gets the Fundamentals Right
Analysis of: Wal-Mart , analysts say tighter focus on existing stores paying off | www.nwanews.com
Author: GLG Expert Contributor
We all know that "retail is detail" but so often retailers fail to execute on the fundamentals that most correlate with a positive customer experience: clean stores, easy navigation, clear signing, good in-stock and fast checkout. Now that Wal-Mart has these retail basics in place, then customers are more likely to return and become regular, loyal shoppers. And with the fundamentals...
September 9, 2008
Altria Buys Maker Of Smokeless Tobacco
Analysis of: Altria Buys Maker of Smokeless Tobacco | www.nytimes.com
Author: Charles Young, Owner, TBI Consulting
Altria should be ale to stop premium sales losses by resetting premium pricing. Merger creates strongest Other Tobacco Product co. in the domestic market. Deal should create other mergers in the Tobacco sector
Rick SheaSeptember 9, 2008
Food Companies Results Vary Based on Brand Strength
Analysis of: Amid turmoil,Big G still making dough | www.startribune.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
As commodity and energy costs continue to rise it has put more pressure on the botton lines of all food companies.Food companies have had to raise prices to offset these increases.However not all food companies are losing share to private label as a result of the price increases.
Chicke FitzgeraldSeptember 9, 2008
Totally myopic view of the travel industry will not stimulate growth
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Orbitz stock fell 7.2% on Thursday, largely attributed to the fact that 87% of its bookings are US domestic and 74% of their product sold is comprised of air tickets. Priceline also fell, but not as substantially.  Only Expedia reported a rise in value. The following facts substantiate this observation about the online industry being myopic in its approach to the travel marketplace. • ...
Michael CainSeptember 9, 2008
Why the Big US made auto's won't sell
Analysis of: Sales Slump In Luxury Car Segment And Auto Makers Offer Deals | online.wsj.com
Author: Michael Cain, President / Consultant, MFC Consulting
Current a condition is taking place in the auto industry that is not new put is puzzling to some auto observers.  Large American made cars simply are not selling in the US market place.  This is not the first time this has happened and will probably not be the last.  Here is why:   1.      American made large cars are not as fuel efficient as some import...
Jack SayerSeptember 9, 2008
Automakers Offer More Incentives------Consumers Still Staying Away.
Analysis of: Sales Slump In Luxury Car Segment And Auto Makers Offer Deals | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
 Despite dramatic increases in incentive spending, U.S. auto sales tumbled for the 10th straight month. Incentives on slow-selling trucks and SUVs and GM's employee pricing promotion failed to ignite demand from struggling consumers in August.
September 8, 2008
Brick and Mortar Agencies
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: GLG Expert Contributor
Online Travel Demand may continue to decline. Consumers are looking for greater expertise and accountability for their big dollar travel purchases.
September 8, 2008
Online Travel Industry Has Limited Future Potential
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: GLG Expert Contributor
As currently structured and focused, the online travel industry has limited potential for growth in sales and profitabilty. The industry offers very little in the way of benefits to the consumer or the providers of travel services.
Nicholas WhiteSeptember 5, 2008
Can Signet Group (SIG) Take a Punch?
Analysis of: Signet Group Q2 profit plunges - Update | www.rttnews.com
Author: Nicholas White, President, White & Co
By current accounts, Signet plans to ignore the price war that is shaping up in the jewelry industry this fall.  That could cost share holders a lot of value now and in the future too.  Here's why investors should be concerned.  
September 5, 2008
Petty Cash
Analysis of: GM Sues to Recoup $450K in Employee Discounts | www.forbes.com
Author: GLG Expert Contributor
1.  This article shows how far the #1 has fallen. 2. Winning companies don't harass their customers.3. Employee feedback and discipline should be done one on one, face to face, not with attorneys in the press.  See #1.
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