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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.
Analysis of: PM USA v. Pharmacy Smokeout (www.cspnet.com)
Legislation Restricts Drug Stores Unfairly Legislation Doesn't Make It Harder to find Cigarettes, just more Inconvenient  Smokers will easily adapt to Law; no consumption reduction
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: U.S. Moves Ahead on Loans To Develop Fuel-Efficient Cars - $25 Billion (online.wsj.com)
The current cash crunch for auto makers, dealers and OEMs is having a significant impact on vehicle shoppers, even those with good credit.
Cathy Stauffer, Founder
Cathy Stauffer, Founder
Cathy Stauffer Consulting
Analysis of: Multchannel Consumers Favor Online-To-Store Shopping Experience (www.directmag.com)
Study after study has proven that shoppers who browse, search and research online first and then buy in-store, spend more and return less.   The fact that 75% of multi-channel consumers prefer to move from clicks to bricks when shopping, while 7% reverse the direction is VERY good news for retailers, and the smartest retailers are making it as easy as possible for their customers to make the...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Circuit City Posts Loss As Sales Woes Continue (online.wsj.com)
Circuit City has passed being just another mediocre company that needs to be patched up.  Management needs to drastically down size this company or liquidate its assets.  Here's why 
Martin Brill, Managing Partner
Martin Brill, Managing Partner
Sweetwater Consulting LLC
Analysis of: Multchannel Consumers Favor Online-To-Store Shopping Experience (www.directmag.com)
Multichannel retailers are driving shoppers for apparel, footwear and accessories to their stores after they find what they want online. This trend is so strong, that multiple electonic channels such as mobile and the Internet will influence 40% of retail sales by 2012.
Douglas Hall, Proprietor
Douglas Hall, Proprietor
RTF, LLC
Analysis of: Major GM Dealer Bill Heard Goes Out of Business (online.wsj.com)
As single brand dealership stores fail so does the OEM brand image. You can spin it anyway you like; Independent Dealer, poor management, bad financial risk but at the end of the day perception is reality.
Cathy Stauffer, Founder
Cathy Stauffer, Founder
Cathy Stauffer Consulting
Analysis of: Circuit City Posts Loss As Sales Woes Continue (online.wsj.com)
In addition to loosing hundreds of millions of dollars and significant market share, letting things get so bad for so long has resulted in CC loosing control - now it's largely up to others if CC will survive.  1. Vendors - at this point vendors are on top – without vendor support there will no reason for consumers to come in. 2. Consumers - CC management is talking about regaining...
Analysis of: Tata Scouting for New Sites for Nano After Protests (www.bloomberg.com)
It is increasingly evident that acquisition of land for setting up factories can no longer be entrusted solely to Governments(i.e. politicians and the bureaucracy).Doing so, as the Tatas are finding out today,is an expensive simplification of a complex process. Given the low credibility for integrity of politicians,new land users adopting this route unwittingly set themselves up as targets for...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Major GM Dealer Bill Heard Goes Out of Business (online.wsj.com)
The credit crunch that is keeping consumers away from car dealerships in September will have a fallout that results in September vehicle sales at their lowest levels since 1993.
Analysis of: Wal-Mart , analysts say tighter focus on existing stores paying off (www.nwanews.com)
This is a truism. A tome. In retail, keeping it fresh counts. Critically. For years, the power of merchandising - visually and branding, have had one target - keeping it fresh in the consumers mind.
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