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GLG News by Direct Mail Marketing Experts (North America)

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Martin BrillOctober 2, 2008
Online and Moble Channels Strongly Infuence Brick-And-Mortar Shopping Decisions
Analysis of: Multchannel Consumers Favor Online-To-Store Shopping Experience | www.directmag.com
Author: Martin Brill, Managing Partner, Sweetwater Consulting LLC
Multichannel retailers are driving shoppers for apparel, footwear and accessories to their stores after they find what they want online. This trend is so strong, that multiple electonic channels such as mobile and the Internet will influence 40% of retail sales by 2012.
Cathy StaufferSeptember 30, 2008
Circuit City's (new) Management Has A (new) Plan But It's Dependent On Others For It To Work.
Analysis of: Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
In addition to loosing hundreds of millions of dollars and significant market share, letting things get so bad for so long has resulted in CC loosing control - now it's largely up to others if CC will survive.  1. Vendors - at this point vendors are on top – without vendor support there...
September 29, 2008
WAMU CLOSED: SOLD TO JP MORGAN CHASE FOR $1.9 BILLION
Analysis of: WaMu Becomes Biggest Bank to Fail In US History | news.yahoo.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
Rumors had been swirling over the last few weeks that WAMU was shopping for a buyer, however, the OTS (the Office of Thrift Supervision) couldn't allow WAMU to continue its operations under constraints of deposit outflows exceeding $16 billion in the last week or so and JP Morgan Chase becomes the benefactor...
Kenneth EisnerSeptember 23, 2008
Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS...
September 15, 2008
Nielsen Metrics Notoriously Skewed - Don't Put Too Much Weight On Findings
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
- Nielsen comes out with a new study - telling us everything we already know, and analysts rush to measure the industry-changing impact. The knee-jerk reaction is that the advertising industry will adjust spending from "mainstream" markets to ethnically-diverse outlets; however, Entertainment companies...
Mark MariottiSeptember 15, 2008
Southern California Mortgage Lending Rates Drop
Analysis of: Mortgage market improves with new market-leading deals | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Effective immediately after the Fannie/Freddie take over, the DITECH origination service of Cerberus' GMAC Financial Services launched a television campaign to offer 5.5% interest rate mortgage loans.
Mark MariottiSeptember 15, 2008
The Bear Sterns Equity Strip Model
Analysis of: Lehman Brothers faces Korean takeover bid | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Unlikely that a suitor firm will take over Lehman directly by itself without assistance, perks or partners. As you may recall Bear Stearns in a similar situation, and remember that the Feds had to lend and assist JP Morgan with the acquisition.
John MacalusoSeptember 12, 2008
Casual/family dining DineEquity is running out of equity!
Analysis of: DineEquity Meltdown Predictable | biz.yahoo.com
Author: John Macaluso, President & Chief Executive Officer, Cornell Management Group
1.  DineEquity, now one of the largest casual/family dining chains is a bellweather for the segment.2. All the equity has been squeezed out of the balance sheet:     *Divested the real estate and corp. investment underlying franchise              ...
Rick SheaSeptember 12, 2008
Food Inflation Slows But Is Here To Stay
Analysis of: Food Inflation is likely to continue, experts say | www.venturacountystar.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Commodity inflation appears to have peaked for the short term but long term commodities will continue to rise creating above average food inflation.How food and restaurant companies react will be the key to future price increases.
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
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...

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