Consumer Goods & Services News by GLG Council Members

Summarizing the 2009 WWD Apparel/Retail CEO Summit and a Road Map

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:The 2009 WWD Apparel/Retail CEO Summit | www.wwd.com

Themes from the summit are best summarized into six cylinders of success - Sustainability, Social Media, Democratization, Globalization, Exclusivity, and Sales & Operations Planning.  Are the companies you analyze or may potentially acquire running on 6 cylinders?  Here are some questions to ask management to pressure test each cylinder.

Talk Soup; Campbell's Meals

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Campbell Soup's New Retail Initiative Presents Options for 'Meal Preparers' | www.cpgmatters.com

Campbell Soup's has a new retail initiative to use the internet and periphery of the grocery store to answer the consumer question "what shall I make for dinner?"  Are they on trend? Are they going about it the right way?

Jack SayerManaging PartnerSayer Partners LLC

Does Anyone Really Expect G.M. And Chrysler To Repay Billions In Loans?

November 15, 2009

Analysis of:After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com

Top executives at General Motors and Chrysler have gone out of their way in the past week to say their once-bankrupt companies are positioning themselves to pay back the billions of dollars loaned to them by the federal government. Experts, however, say that billions of dollars are likely to be lost on the automotive bailout.

The Symptoms of Red Tape

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com

The organizational epiphany that red tape creates useless work aimed at pleasing management instead of consumers is one that usually gets discovered and corrected in times of crisis.  GM is a great example. This is because most organizations only govern by the numbers.  Until the number falls short - why bother being introspective?  Here are 2 red flags for analysts when trying to determine the health of a company and whether or not they are putting the consumer or the bureaucracy first.

Target Needs a Bold Move

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:Wal-Mart's Profit Up, But a Key Indicator Slips | www.nytimes.com

Target stated their "Expect More. Pay Less."  promise is still relevant to their guest and will remain true to their resilient business model.  While the average analyst rating for this stock is a buy, I have some concerns.

Nicholas WhitePresidentWhite & Co

Does Escalating Gold Prices Mean Fine Jewelry is Underpriced?

November 13, 2009

Analysis of:How Rocketing Gold Prices Will Hit Holiday Shopping | www.smartmoney.com

Fine jewelry may represent some of the best luxury product values this Christmas season. Here's why.

EXPE and CHH Kiss and Make Up

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Expedia and Choice Hotels International Sign New Long-Term Agreement | www.prnewswire.com

After a particularly ugly public battle, Expedia Inc and Choice Hotels International have hammered out a new deal

Democratize, Talk, Educate

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Preshrunk Prices | www.nytimes.com

Despite most high end luxury department stores suffering 20-20% declines, the premium denim market is up 5% versus year ago to $8.2 Billion, why and how can premium denim companies continue to grow?  Democratization will be the key to success.  

Gap Advertises at Christmas for the First Time in 3 Years

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Something to Rah-Rah-Rah About for Christmas | www.nytimes.com

The company's cash position improved, and with apparel shoppers looking to head back to basics, The Gap is well poised for success.

Consumers are Rebooting - To Survive, Understand and Adapt to Your New Consumer

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:The New Consumer Conversation | www.wwd.com

The "New Rules of Customer Engagement."  These are critical to understand given the retailing and the apparel/accessories market will be different for many years as a result of this economic downturn.  Why? The Millennial Generation experienced this recession first hand and with $733 Billion to spend annually, they are the road to recovery.  In this analysis, clients will have 5 questions to ask that will test a company's readiness to capitalize on Millennials and get them to spend.

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