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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: 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.
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Honda: China August Sales Up 19.4% (online.wsj.com)
While the rest of the auto industry suffers through the worst year in three decades in the U.S. and declining sales in other markets, Honda seems to have found the "magic bullet. What is it?
Analysis of: DineEquity Meltdown Predictable (biz.yahoo.com)
The DineEquity meltdown is symptomatic of the risks of doing business predicated on financial engineering. Stock price and The Street were slow to pick up on the risks on this business.
Analysis of: Wal-Mart , analysts say tighter focus on existing stores paying off (www.nwanews.com)
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...
Charles Young, Owner
TBI Consulting
Analysis of: Altria Buys Maker of Smokeless Tobacco (www.nytimes.com)
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
Analysis of: Amid turmoil,Big G still making dough (www.startribune.com)
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.
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