Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Choice Hotels International and Expedia: We've Seen This Movie Before
October 19, 2009
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
Global Auto Sales: 2009 Is Done, Get Ready For 2011
October 19, 2009
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
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
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.
The Auto Industry: The Best years Are Still To Come
October 15, 2009
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.
October 15, 2009
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.
G.M. To Get Rid Of Hummer; Finally!
October 14, 2009
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
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
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
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?
Toyota's California Plant Exit Makes Sense
September 17, 2009
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
California's Impact on the Las Vegas Strip, City Center & the port of LA
September 8, 2009
Toyota Will Feel The Heat Of California Lawmakers In NUMMI Plant Closing
September 1, 2009
US Hotel Industry Recession Enters New Rate Erosion Phase
September 1, 2009