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GLG News in Consumer Goods & Services

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August 12, 2008
Detroit Three, Supplier Relations At Five Year Low
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
As the U.S. auto industry continues to deteriorate, automakers and suppliers aren't getting along as well as they used to.
August 11, 2008
How Bad Was The Week For AutoMakers? Let Me Count The Ways
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Was there any good news in the past weeks automaker and auto retailers reports? Not much.
James "Jim" RippyAugust 11, 2008
Follow the Leader
Analysis of: Bridgestone H1 profit drops 18%, slashes forecasts | www.forbes.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
A Sea Change has occurred in the Tire Industry. Major changes in production locations, pricing strategy,capital investment are happening today.
August 11, 2008
Chicken Market Headwinds
Analysis of: Ahead of the Bell: Pilgrim's Pride | www.forbes.com
Author: David Maloni, Principal, American Restaurant Association Inc.
Will the forthcoming chicken production cutbacks be enough to drive chicken prices higher and return profitability for most of the industry?  History tells us that chicken producers will be facing a strong headwind this fall
August 8, 2008
GM - Collaborating into the future!
Analysis of: GM And Tesla Motors, An Electric Combo? | www.informationweek.com
Author: GLG Expert Contributor
  GM should consider all possible options to help it get electric cars mainstreamed into it's product mix.  If a deal can be struck with Tesla it could only benefit both parties.   GM would gain the benefit of an up-and-running powertrain and Tesla could use GM's expertise for a lower cost sedan.  Currently Tesla is using a Lotus developed platform from their Elise roadster. ...
August 7, 2008
Cash-crashing and market share going south
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: GLG Expert Contributor
Wrong product mix and credit crunch causes US car manufacturers to head for a cash-crash. Japanese Big 3 heading for 50% market share ?
Nicholas WhiteAugust 7, 2008
Short Sellers Only Beneficaries of Zale's Management Changes!
Analysis of: Zale Makes Sweeping Executive Changes | www.jckonline.com
Author: Nicholas White, President, White & Co
With about 46% of Zale's stock float sold short, short sellers will be the only beneficiaries of Goldberg's "sweeping' management changes.  Here is why.
Dennis ProfittAugust 7, 2008
What Is Next In The US Automotive Industry For Ford, GM and Chrysler.
Analysis of: Ford Details Overhaul Plans As Losses Continue To Grow | online.wsj.com
Author: Dennis Profitt, Consultant, Dennis Profitt
Ford announced it was bringing six European vehicles to the US market and GM announced it was closing four truck Plants and adding shifts and new products to other plants.  While driven by the marketplace and predominantly by the price of fuel, this represents a departure from past downturns.
August 7, 2008
Where is the substance?
Analysis of: Obama: 1 million plug-in hybrid vehicles by 2015 | www.autobloggreen.com
Author: GLG Expert Contributor
Is he saying anything that provides real substance?
August 6, 2008
July Auto Sales: The Good; The Bad; The Ugly
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
One would have to dig into the history books back to 1992 to find a worse month for car and truck sales in the U.S. than July.
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