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May 1, 2008
Is Candy Recession Proof?
Analysis of: Sweet Deal: Mars and Wrigley Merge | www.brandweek.com
Author: Kantha Shelke, Founder & Scientist, Corvus Blue
Is Candy Recession Proof?   Wm. Wrigley Jr. Co. Executive Chairman Bill Wrigley Jr., and Mars Inc. CEO Paul Michaels, bolstered by Warren Buffet, the Oracle of Omaha, certainly think so.  The two confectionary powerhouses are betting consumers will buy candy and lots of it during down...
Rick SheaApril 28, 2008
Organic and Natural Food Growth Stalls with Increased Commodity Costs
Analysis of: Naturally,Super Valu Customers Want More Options | www.forbes.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Increasing commodity costs are having a negative impact to the growth of organic and natural foods.As commodities increase consumers are being more selective and price sensitive in their grocery shopping.This trend does not bode well for retailers like Whole Foods (WFMI) and the manufacturers that...
Rick SheaApril 24, 2008
Apple's Superior Brand Strategy Leads to Strong Results
Analysis of: Apple's 2Q Results Beat Wall Street Views | biz.yahoo.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Apple once again delivered very strong results in the face of hesitant consumers under recessionary pressures.Total revenue growth for the latest quarter was +36% led by the Mac brand in personal computers at +51%.The MP3 segment led by the I Pod brand delivered growth of +1% while the I-Phone...
Rick SheaMarch 31, 2008
Commodity Hedging-The Double Edged Sword
Analysis of: Against the Grain: Food Firms Hedge Costs | online.wsj.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
With ever rising commodity costs food companies that have hedged their key commodity purchases with forward buying have done quite well over the last year.Several key manufacturers have announced that they have hedged their raw materials by forward buying 60-70% of their 2008 needs.Lost in the...
Rick SheaMarch 14, 2008
Kraft and Sara Lee turnaround ? Real or wishful thinking ?
Analysis of: Kraft, Sara Lee say turnaround efforts are succeeding | www.chicagotribune.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Kraft and Sara Lee executives recently spoke at analyst conference concerning their recent improvements to drive sales growth and improve operating margins.Both suggested the progress is real and sustainable.   Kraft highlighted new products and headcount reduction as keys to their progress.New...
January 25, 2008
Tropicana Casino License Application Denied
Analysis of: LICENSE REVOKED - TROPICANA DENIED BY NEW JERSEY PANEL | www.lvrj.com
Author: GLG Expert Contributor
The Tropicana Casino in Atlantic City had its license application denied by NJ state Casino Control Commission. The Tropicana then filed an appeal using the emergency license application, which was denied by the NJ courts, which claim the Tropicana can follow the normal appeal process, which will take...
January 24, 2008
Sears Reorganizing to Streamline Operations
Analysis of: Sears reshuffles amid slow sales | www.detnews.com
Author: GLG Expert Contributor
Sears Holdings is reorganizing its operations that each unit will have greater responsibility over its own business. The decision is the result of falling profits, the result of a poor home goods market and weakening economy.
January 23, 2008
Lampert Reorganizing Sears Amid Praise & Criticism
Analysis of: Sears to break into several companies | money.cnn.com
Author: GLG Expert Contributor
Edward Lampert, Sears chairman and investor, is reorganizing Sears into several companies, or units, in an attempt to improve sales. Mr Lampert is making the changes amid both praise and criticism for the reorganization. Mr Lampert is applying a theory of management known as complexity theory...
January 23, 2008
UAW Contract & Union Policy with Big Three Automakers
Analysis of: UAW sees Big 3 Saving $1,000 a car | online.wsj.com
Author: GLG Expert Contributor
As a former member of the UAW who continues to receive the UAW Magazine free of charge, there is continuity between this labor agreement and past labor agreements, with one slight difference, buy-outs, replacement, and then reduced salaries for one level of employees. The UAW has also recognized...
January 21, 2008
Rising Food Prices & FDA Decision on Cloned Animals for Food
Analysis of: Cloned Animals May Be Used For Food In the U. S., FDA Says | www.bloomberg.com
Author: GLG Expert Contributor
The FDA has backed the use of cloned animal foods despite the objections of lawmakers, consumer groups, and consumers. The decision appears to be based primarily on economic and political factors.

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