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September 12, 2008
TWO MAJOR BRANDS WILL COME THROUGH THIS STRONGER THAN EVER
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs | www.chainleader.com
Author: GLG Expert Contributor
Analysis of: Restaurant Chains Concerned About Rising Commodity Prices and Energy Costs | www.chainleader.com
Author: GLG Expert Contributor
Restaurants are being heavily tested after many years of good times in this industry, especially in markets that have enjoyed wonderful building booms. As painful and difficult as it is, there are too many chairs to fill by too many entrepreneurs who think that if they can fry an egg, they can open...
September 9, 2008Food Companies Results Vary Based on Brand Strength
Analysis of: Amid turmoil,Big G still making dough | www.startribune.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
As commodity and energy costs continue to rise it has put more pressure on the botton lines of all food companies.Food companies have had to raise prices to offset these increases.However not all food companies are losing share to private label as a result of the price increases.
August 25, 2008
The Shakeout Begins
Analysis of: Frozen yogurt is cool again | www.msnbc.msn.com
Author: Rick Kowalski, Chief Operating Officer, It's A Grind Coffee Franchise LLC
The Shakeout Begins
Analysis of: Frozen yogurt is cool again | www.msnbc.msn.com
Author: Rick Kowalski, Chief Operating Officer, It's A Grind Coffee Franchise LLC
The new frozen yogurt fad has two distinct differences from the prior wave that launched TCBY and others. 1.) The self-serve aspect allows customers the flexibility to consume as much as they want, appealing to price buyers and those that will spend more. 2.) The coffee house industry has proven that...
August 18, 2008Localized Real Estate Recovery
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The prior several years have definitely been a severe downturn (stating the obvious) in the destruction of existing housing prices. Bloated inventories, overextended borrowers, lack of decent funding, macro economics, lack of faith in the valuations have all contributed to this mess. But it...
August 12, 2008It's a cycle, stupid!
Analysis of: Will Tom McKillop resign from Royal Bank of Scotland? | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Yes, it is a mess - I have seen about 3 or 4 cycles such as these over the last 30-years. We have all seen this mess coming years ago. In 2004, a vast amount of mortgage originators were doing some very creative things to sell mortgages. HEOPA and high cost was in effect while these negative...
August 8, 2008Writedown low is a floor, cycles continue...
Analysis of: Wall Street braced for further $11bn writedown at Citigroup | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
a) markets self correct b) yes all sorts of pain occurs c) the cycle continues... lows become floors and investors flood in
August 8, 2008The US refined petrolium gasoline consumer must now smell the coffee
Analysis of: Chrysler Offers Gas Deal To Jolt Sales | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
For many decades, the world's refined petrolium gasoline consumer have not had such a plentiful and affordable stream of energy. Finally, the US refined petrolium gasoline consumer has experienced a history of $.27 a gallon in the sixties to $4.50 a gallon today. Price, will eventually CHANGE...
August 1, 2008Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why
Analysis of: Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year. Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...
August 1, 2008Late hours Cause Heartburn for BK FRanchisees!
Analysis of: Burger KIng Franchisees Sue Over late Hours | www.miamiherald.com
Author: John Macaluso, President & Chief Executive Officer, Cornell Management Group
Burger King Franchisees face internal cost pressures and profit erosion at a critical time.On top of commodity increases and declining sales patterns, BKC mandate could drive several franchises into BK.BKC show indifference to profit and survival of their franchisees.
July 23, 2008Is Discover’s Acquisition of the Diners Club Network a Good Thing?
Analysis of: Discover Completes Diners Club Acquisition | dealbook.blogs.nytimes.com
Author: Tom Dailey, Founder, Tom Dailey Consulting
Discover's acquisition of the Diners Club global network could greatly improve Discover's merchant acceptance. However, there are major technical and operational hurdles involved in integrating the two networks.
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