GLG News in Consumer Goods & Services
August 13, 2008
Engineering a Change at Wal-Mart
Analysis of: Engineering a Change at Wal-Mart | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Engineering a Change at Wal-Mart | online.wsj.com
Author: GLG Expert Contributor
Under new Stores CEO Castro-Wright, Wal-Mart makes the correct turn at a key historical fork in the road. Should it play follow the leader with Target? Should it buy into the "luxury for the masses" consultant speak? Or should it listen to itself, while seeking to update and change it's internal understanding of the outside world? By choosing the later of the three Wal-Mart...
August 13, 2008
Could The Detroit Three Become The Detroit Two?
Analysis of: Detroit’s race against time : Will the Big Three’s cash last long enough for them to fix themselves? | www.economist.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Could The Detroit Three Become The Detroit Two?
Analysis of: Detroit’s race against time : Will the Big Three’s cash last long enough for them to fix themselves? | www.economist.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Whenever the B-word--bankruptcy--is uttered in conversation about the Detroit Three automakers, there is a quick and predictable retort. "Bankruptcy is not an option."
August 13, 2008
Ryanair and the EC. Time for a Truce?
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: GLG Expert Contributor
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: GLG Expert Contributor
The EC and Ryanair are at constant loggerheads over the 3 main issues of fare displays, Subsidies from cities wanting service and of course the Aer Lingus acquisition. Given the economic climate and benefits that air transportation provides, the EC should perhaps consider rethinking at least one of these policies. the issue of stimulus packages to entice airlines to fly to particular airports.
August 13, 2008
No surprise that survey shows Americans plan to travel abroad in '08
Analysis of: Americans still plan to travel abroad in '08 | www.latimes.com
Author: GLG Expert Contributor
Analysis of: Americans still plan to travel abroad in '08 | www.latimes.com
Author: GLG Expert Contributor
First, the survey was conducted among a market segment most likely to be able to afford to travel abroad and most likely to have the desire to do so. The survey is not representative of the US populations as a whole. Equally important, the relatively low cost destinations of Canada, Mexico, and the Caribbean qualified as a trip abroad. These destinations may benefit by attracting travelers...
August 13, 2008
The winter of Discontent will blow cold winds at United.
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: GLG Expert Contributor
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: GLG Expert Contributor
United's management is now embattled in both a legal and commercial fight with its pilot's the very people who brought in Tilton in the first place. United must cut more heads and deeper across the board to match the fleet reductions
August 13, 2008RADICAL CHANGES FOR RADICAL TIMES – OR IS THERE MORE TO IT?
Analysis of: Detroit’s race against time : Will the Big Three’s cash last long enough for them to fix themselves? | www.economist.com
Author: Douglas Hall, Former Vice President, GM Division, Lear Corporation
Chrysler LLC announced it was exiting leasing entirely in July and GMAC has discontinued leasing in their Canadian market. This in it self may be considered a risk management avoidance given the current market status, however I find it interesting that Chrysler LLC is owned by Cerberus and Cerberus owns 52% of GMAC as well. This is just another curve ball for an already troubled dealer network that...
August 13, 2008
Well-Known Dealer Groups Make Significant Investments In Domestic Franchises
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Well-Known Dealer Groups Make Significant Investments In Domestic Franchises
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With all of the bad news and dire predictions surrounding the Detroit Three, its good to occasionally find some good news to comment on.
August 13, 2008Timing not Strategy Revitalized Wal-Mart
Analysis of: Engineering a Change at Wal-Mart | online.wsj.com
Author: Nicholas White, President, White & Co
Castro-Wright says his strategy, not the economic down turn saved the company's bottom line. But, the facts don't bear that position out . Investors should be weary of retail executives that believe their own press clippings.
August 12, 2008Will Movado's Earnings Decline?
Analysis of: Movado Group, Inc. Reaffirms FY 2009 EPS Guidance; Announces Initiatives To Streamline Operations And Reduce Expenses | www.reuters.com
Author: Nicholas White, President, White & Co
Management's behavior casts doubt on Movado's future earnings growth. Here's why
August 12, 2008Blue Nile Faces Bigger Challenges Than Higher Diamond Prices
Analysis of: Blue Nile faces rising diamond prices | money.cnn.com
Author: Nicholas White, President, White & Co
Investors may be underestimating Blue Nile's real challenges in the second half. Here's why.
More GLG News in
Consumer Goods & Services
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Source Article | Expert Analyses
Carmakers Deserve Loan Guarantees, G.M. Official Says
www.nytimes.com
GM recalling 944,000 vehicles
www.forbes.com
GM Sues to Recoup $450K in Employee Discounts
www.forbes.com
Sear's Profits Fall 62% In Second Quarter
www.chicagobusiness.com
Maker of Snickers and M&Ms is raising prices
www.msnbc.msn.com
Petty Cash
September 5, 2008
Mars follows lead of Hershey in raising prices.
September 1, 2008
Turns Out GM's Employee Discount Isn't For "Everyone" As The Ads Say
September 1, 2008
Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet
September 1, 2008
Austrian struggles as deadline approaches
August 25, 2008

