September 15, 2008
An excellent car builder now needs to connect better with his customers
Analysis of:
Honda: China August Sales Up 19.4% | online.wsj.comAuthor: GLG Expert ContributorThere is clarity in this analysis! Honda is good at designing and building excellent fuel efficient cars.Regretably,their after sales service provided by the company itself does not match up.
September 15, 2008Nothing New
Analysis of:
Sales Slump In Luxury Car Segment And Auto Makers Offer Deals | online.wsj.com
Author: Alec Peterson,
Consultant, Alec Peterson, LLC Subvented financing, subsidized residual values and factory-to-dealer money is nothing new in the Import Highline Group Market. These factors coupled with an overall slowing of the economy is one reason why the captive lease portfolios of BMW, Acura, Mercedes, Audi, Infinity, Volvo, Saab and Jaguar should be examined very carefully with respect to actual cash value versus balance sheet value. ...
September 12, 2008Casual/family dining DineEquity is running out of equity!
Analysis of:
DineEquity Meltdown Predictable | biz.yahoo.com
Author: John Macaluso,
President & Chief Executive Officer, Cornell Management Group 1. DineEquity, now one of the largest casual/family dining chains is a bellweather for the segment.2. All the equity has been squeezed out of the balance sheet: *Divested the real estate and corp. investment underlying franchise units a couple of years ago. *Sale-leaseback on many Applebee's locations...
September 12, 2008
Time Bomb re Catering Profits
Analysis of:
Food Inflation is likely to continue, experts say | www.venturacountystar.comAuthor: GLG Expert ContributorWe are not over the inflationary spiral on Food costs yet, not only Food Margins but with Iron Ore price up so will Restaurant Equipment have to rise- an obvious trend. Many Suppliers in Europe have only passed on a third of their cost increases in the hope things would stablelise. The Chinese and Indian market is not the only region effecting supply - European consumers are dramically changing their...
September 12, 2008
Limited, Gap , Chico's, Motherworks, etc. have the same problem
Analysis of:
Will Limited Fall Into The Next Gap? | online.wsj.comAuthor: GLG Expert ContributorI 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,...
September 12, 2008Food Inflation Slows But Is Here To Stay
Analysis of:
Food Inflation is likely to continue, experts say | www.venturacountystar.com
Author: Rick Shea,
President, Shea Marketing Consulting Inc. 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.comAuthor: GLG Expert ContributorBased 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...
September 12, 2008
TWO MAJOR BRANDS WILL COME THROUGH THIS STRONGER THAN EVER
Analysis of:
Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs | www.chainleader.comAuthor: GLG Expert ContributorRestaurants 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...
September 11, 2008
How to maintain the perefect shine
Analysis of:
Peregrim's Perfect Shine | www.carwash.comAuthor: GLG Expert ContributorMaintaining the perfect shine is easy keep up on the cleaning of your vehicle.
September 11, 2008
Tough Sledding will Continue for Japanese Consumer Electronics Firms
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.comAuthor: GLG Expert ContributorSony, 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...