GLG News in Consumer Goods & Services

Credit managers are extremely nervous right now about many things outside of their control.  One thing they can control is limiting their risk.  Making the decision to cut off, or fatally limit, the credit of a long standing and large customer like Circuit City may be a hard decision to make, but with this change in recommendation by credit rating firm Bernard Sands, it just got much ea...

Gujarat is an execllent choice for auto assembly plant. The climate in Gujarat is pro-business and has adequate supply of skilled and unskilled labor force. Gujarat has very good engineering and management schools to support major corporations and tier I and II suppliers. There is good number of ex-patriate enginners and managers would love to go back home and help auto industry grow. The natives...

Problems caused by increasing affluence is causing major issues for Tribes and their members.

For years it has seemed that one (or all) of the Detroit Three, Ford, GM or Chrysler could be doomed. None of the companies has been profitable for years. What is the next step?

Land of leather's woes herald more than a downturn in the housing market and consumer big ticket jitters. The age of the "disposable" value driven leather sofa has come to an end. Customers were already growing tired of the edge of town shed format occupied by Land of Leather and fellow struggler SCS Frozen credit and significant cost price increases have put paid to Land of Leather's  value...

While PBG has the Pepsi portfolio to sell, it remains at core a low margin soft drink bottler. PBG is heavily reliant on the US for its business where the high price of oil is impacting both supply costs Similarly high priced gasoline has impacted consumer demand in PBG's highest margin channels. As strong as the Pepsi portfolio is, and as positive as many of the moves Pepsi has made, PBG has gaps...

In July I published a GLG News analysis that attempted to detail opinions of auto dealer clients, associates on the manufacturing side of the business and several key lenders had regarding issues of mutual interest. Here is a followup on that analysis.

In July I published a GLG News analysis detailing opinions auto dealer clients, friends on the manufacturing side of the business and several key lenders had regarding issues of mitual interest. Here is a follow-up on that analysis

There is a good case to be made that a combination of the falling commodity costs, softening consumer demand and retail channel switching  are likely to reduce the pressure on food inflation in the USA: However, there are other dynamics that will continue to put upward pressure on the industry. - Food manufacturer and distributor profit needs - Retailer Profit needs - Falling immigrant labor...

Sonic's recently announed refranchising push displays many of the issues underway facing the chain restaurant sector. Careful analysis is necessary to execute the plan.