Consumer Goods & Services News by GLG Council Members

Choice Hotels International and Expedia: We've Seen This Movie Before

October 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Growing Tension Between Hoteliers, OTAs | www.hotelsmag.com

Choice Hotels International and Expedia are in a tiff resulting in Choice brands not displaying on Expedia and Hotels.com

Jack SayerManaging PartnerSayer Partners LLC

Global Auto Sales: 2009 Is Done, Get Ready For 2011

October 19, 2009

Analysis of:Toyota Aims To Keep Sales Strong As Subsidies End | online.wsj.com

The beginning of a significant revival in auto sales will start in 2011. Global sales of new light vehicles are forecasted to reach 60.8 million units, an 11% increase over 2010. This will finally bring the global industry back to 2008 demand levels.

New Burger King Restaurant Design Continues Competitive Differentiation

October 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Burger King's New Restaurant Design | adage.com

1) Burger King isn't a big "Value Menu" player2) Tries to differentiate itself through flavor and selection3) Unit allows for more upscale uses that QSR's are taking on in recession

Burger King Shuffling The Deck?

October 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Burger King's New Restaurant Design | adage.com

Is Burger King playing with a full deck?McDonalds wins this game hands down.Other QSR's such as Carl's, Hardees, Wendys, & Jack In The Box are eager to play, so in my opinion, I would fold this idea right now.

Jack SayerManaging PartnerSayer Partners LLC

The Auto Industry: The Best years Are Still To Come

October 15, 2009

Analysis of:Auto Sector Puts brakes On Retail sales | online.wsj.com

Reports of the auto industry's death, and even the perception of decline are greatly exaggerated. Look beyond its current challenges and you can see increasing levels of productivity and innovation. And, most important of all, a wave of accelerating economic development in many countries that will, sooner or later, produce immense new demand for personal mobility.

David MaloniPrincipalARA Trading Inc.

Cheese Bullishness

October 15, 2009

Analysis of:For Dairy Farmers, the Depression is Here. Is Industrial Agriculture to Blame? | blog.eatwellguide.org

World dairy prices at the levels experienced during the spring of this year really aren’t sustainable with the existing feed cost structure in place.

Jack SayerManaging PartnerSayer Partners LLC

G.M. To Get Rid Of Hummer; Finally!

October 14, 2009

Analysis of:G.M. Is to Sell Hummer to a Chinese Company | www.nytimes.com

General Motors, in another step towards cutting its brand count in the U.S. as it recovers from bankruptcy, is ready to complete a deal to sell its Hummer brand to a Chinese company that builds heavy machinery. Hopefully, future sales will all be made in China.

Active-glasses Approach Has Multiple Benefits for 3D TV

October 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Momentum behind Panasonic 3D TV technology | www.glgroup.com

Some critics say the Panasonic active-glasses approach is "consumer unfriendly" by requiring "heavy glasses" that "reduce the display brightness and make the image quality poor." But the passive-glasses approach has similar drawbacks.The passive-glasses approach compromises both image resolution as well as brightness, due to the fact that polarization cuts down on brightness by about 50%, and results in a 50% drop in vertical resolution, making full-HD impossible without significantly higher-cost displays.

High Stakes Burger King Remodel Work In Progress

October 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Burger King's New Restaurant Design | councils.glgroup.com

Burger King (BKC) needs some big news to reverse recent same store sales declines. It has long been considered a class b operator, with substandard sites and buildings. It has highlighted its so called 20/20 remodel template. Since BKC is about 90% franchised, it must go forward carefully with required big investments since capital market access is difficult. In addition, the size of the investment--$300 to $600K, will be it difficult to grind out a payback quickly.

JD Sports facing the continent

October 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:JD Sports eyes more European acquisitions | www.ft.com

It seems there is a space for consolidation of sportswear retailing in Europe. The questions are where to focus and is the concept ready to be exported?

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