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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: Will Limited Fall Into The Next Gap? (online.wsj.com)
I agree with the points the author stressed in this aricle. I believe there is another serious problem that is inherent to each of these retailers. They are still living in the 1990's. Their IMU's (Initial Mark-Ups) are ridiculously high for today's market. The customer is much too savvy to purchase their merchandise at full price. They wait until it is marked down by 40%. Even at that reduction,...
Analysis of: Food Inflation is likely to continue, experts say (www.venturacountystar.com)
Commodity inflation appears to have peaked for the short term but long term commodities will continue to rise creating above average food inflation.How food and restaurant companies react will be the key to future price increases.
September 12, 2008
WAL MART AND REMODELING
Analysis of: Wal-Mart , analysts say tighter focus on existing stores paying off (www.nwanews.com)
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...
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs (www.chainleader.com)
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...
Analysis of: Peregrim's Perfect Shine (www.carwash.com)
Maintaining the perfect shine is easy keep up on the cleaning of your vehicle.
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)
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...
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs (www.chainleader.com)
2009 Chain Restaurant Problems: Higher costs, tougher distribution environment & lower customer counts
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Finlay Enterprises, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript (seekingalpha.com)
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. 
Analysis of: DineEquity Meltdown Predictable (biz.yahoo.com)
Julia Stewart's ability to make critical deals with Applebee's franchisees may make or break Dine Equity
Analysis of: Foodmakers plan big ad campaigns in down economy (ap.google.com)
The reality of these investments is that operating a company is costing more (ingredents and financing) so things have to give.
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