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GLG News in Consumer Goods & Services

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August 19, 2008
Dropping Testosterone from decision-making
Analysis of: A Strange Detour for Chrysler | www.businessweek.com
Author: GLG Expert Contributor
Though this may not be a 'macho'decision,I believe it makes eminent sense. Chrysler needs some new platforms, and it needs them now. How else do they manage this in a faling market with hybrids,& electrics snapping at their heels? In any case, if it manages itself well in making this shift, it should be able to buy itself the vital space it needs in the short term. Hypothetically,if it does this...
August 19, 2008
THE MACAU ECONOMY HAS BEEN EXCELLENT - WHY PUT A DAMPER ON GOOD TIMES??
Analysis of: TRYING TIMES LOOM FOR SANDS IN MACAU | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Is it my imagination or does China not have both oars in the water? Why try and curtail the profit structure of a very viable industry serving their country well? It's time that the policies of China work to help industry rather than hamper it. Hard to figure their motives...
August 18, 2008
SYSCO Gains Despite Challenging Market for Restaurant Customers
Analysis of: SYSCO Reports Fourth Quarter Diluted EPS of $0.55, Fiscal Year 2008 Diluted EPS of $1.81 | phx.corporate-ir.net
Author: GLG Expert Contributor
Despite a challenging economic environment for its restaurant customers, foodservice distributor Sysco (NYSE: SYY) reported sales gains of 7.1% and operating income improvement of 10.0% for its fiscal 2008. Sysco achieved notable operating leverage for fiscal 2008 through market share gains and improvements in cost controls, as gross profit increased 6.5% while operating expenses increased 5.3%.
Nicholas WhiteAugust 18, 2008
Is Tiffany's Growth About to Unwind?
Analysis of: Tiffany & Co.: This Bauble is Losing Its Luster | seekingalpha.com
Author: Nicholas White, President, White & Co
With global economic growth slowing, Tiffany's sales and earnings may substantially decline.  Here's why
August 18, 2008
Its all in the economy
Analysis of: STATION CASINOS REPORT A 2Q FALL IN REVENUE | www.lasvegassun.com
Author: GLG Expert Contributor
For years it was believed that gaming companies were immune to the ravages of the economy and in the past they had been, but not now.  Stations problems stem from a weak economy, high gas prices, lower housing and stock prices, nothing else.
August 18, 2008
Autloiv's Investment in Sensors Makes Good Sense
Analysis of: Autoliv to Acquire Radar Sensors Business of Tyco Electronics | www.tradingmarkets.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
Certain parts of the automotive passive and active safety original equipment market are moving towards commodity status, with volume being the key to future profitability. Tier One safety equipment suppliers must invest in those technologies that will bring greater value and margins.
Nicholas WhiteAugust 18, 2008
Whitehall Jeweler's Liquidation Illustrates the Need for Industry Change
Analysis of: UPDATE 1-Whitehall to hold liquidation sale into holidays | www.reuters.com
Author: Nicholas White, President, White & Co
Whitehall's liquidation sale will have significant consequences for publicly traded jewelers like Kay, Zale, and Finlay not only this fall, but in future quarters also.  Here's why. 
August 18, 2008
STATION CASINOS SHOULD BE ABLE TO OVER COME THE SHORT FALL IN BUSINESS
Analysis of: STATION CASINOS REPORT A 2Q FALL IN REVENUE | www.lasvegassun.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Having been an avid fan of Station Casinos for quite a long time, it always distresses me to see negative reports concerning them. Their second quarter reported loss does not seem to be outlandish. They have many thing on their plate at this time. The cost of doing business continues to rise as the affect of the economy continues to hurt the bottom line. When will gaming we see the light???&...
August 15, 2008
Emerging Economies, Emerging Exports
Analysis of: Russia, U.S. Agree Poultry Import Quota Cut | www.thepoultrysite.com
Author: David Maloni, Principal, American Restaurant Association Inc.
In June, nearly half of the 17 million pound increase in US butter exports was to countries that we did not ship any butter to in June of 2007. With different international economies growing so is their consumption of commodities. 
August 15, 2008
Free Fall In Auto Sales Adds Drop In July Retail Sales
Analysis of: Retail Sales Feed a Mood Of Decline | www.forbes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Retail sales in July fell 0.1%, the first overall decline in five months, with the 2.4% plunge in automobile sales the primary reason for the poor performance.
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