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Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Who wins , who loses from rising food prices ? Part 2 --Retailers

January 11, 2008

Higher Food Prices Start to Pinch Consumers | online.wsj.com

As commodity prices increase, food manufacturers will be required to pass on higher raw material costs to their consumers.Over time these higher prices will put pressure on premium priced branded products and shift share to private label and value brands.Will this same pressure apply to retailers and hurt overall category sales ? Which retailers will benefit the most? Which retailers will be hurt on sales volume ?

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Who wins , who loses with higher food prices ?

January 10, 2008

Higher Food prices Start to Pinch Consumers | online.wsj.com

Commodity prices continue to rise driving prices higher in the grocery aisle.Wheat ,corn,dairy and oil prices continue to climb creating a very challenging environment for food manufacturers and retailers.The rising prices begs the question of who will this benefit and who will this hurt over 2008 ? There are several distinct categories of companies that rising food costs will impact: --Branded Food Manufacturers (Kraft,General Mills,Kellogg's etc) --Value Food Manufacturers (Private Label producers,value priced branded companies) --Restaurants and Foodservice manufacturers --Grocery Retailers

Gregory Birge, Founder and Managing Director

Gregory BirgeFounder and Managing DirectorF5 Digital Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Do Not Betray Your Audiences

December 11, 2007

Facebook in apology over ad technology | www.ft.com

With his recent apologies, Mr. Zuckerberg had proven two things: 1) Facebook is incredibly successful and beyond expectations 2) Its advertising business model is unstable yet.

Robert Friedman, Chief Executive Officer and Chief of Innovation

Robert FriedmanChief Executive Officer and Chief of InnovationAdzone LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

3D IS NOT YOUR SAVIOUR!

December 10, 2007

IMAX makes screen play | www.variety.com

The market place is far from finding a saving grace in 3D, it's still a novelty and will remain one for sometime to come. The lack of any one agreed upon format for 3D leaves the industry little or no chance of main streaming the products. If they get it together and work for a common goal, by combining their efforts, someday maybe it will be more main stream. It's a not a short term play by any extent.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Organic and Natural Foods Go Mainstream

December 5, 2007

Hot Cereal , Hey It's All Natural | www.nytimes.com

Large consumer packaged goods companies are finally waking up and embracing the volume opportunity in Organic and Natural Foods.For years ,most of the top selling products at Whole Foods and other Natural stores were made by small manufacturers.Large CPG companies were not quick to offer products because the volume was still small and there are greater difficulties in the manufacturing process to produce Natural and especially Organic products. Times are changing with many key retailers now starting to embrace Organic and Natural Foods.If their retail customers want these products its important that the large CPG companies offer them as part of their product portfolio.

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Wyoming... the next out-sourcing frontier

November 27, 2007

Forget India; Call Centers Boom in Caribbean | abcnews.go.com

1) Forget India; Caribbean; Russia... Call Centers will Boom in small towns within the United States. 2) We are already seeing the peek of offshore out-sourcing. We have clients that have even capitalized and managed the offshore operation to make things more seamless. 3) Plenty of our clients have commissioned buildings to become global call centers in Arizona and Wyoming.

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Perfect Match...

November 19, 2007

Paperless Chase: Fiserv Agrees To Buy CheckFree | online.wsj.com

1) Financial services offered by FISERV are now more robust and provide portfolio management services to the industry 2) Most financial services companies MUST rely on the expertise of solution providers - FISERV serves this market well with the new addition of CheckFree

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Who Will Buy Wonder Bread ?

November 8, 2007

Twinkies Baker Opens Door To Bids | www.reuters.com

The recent article on Interstate Bakeries bankruptcy hearings now officially puts the company in play.IBC struggling from high plant and route costs and the unprecedented rise in flour costs has been attempting to emerge from bankruptcy.IBC Management has stated that their proposal values the company at  a value of at least $580mm.Yucaipa and Bimbo (Mexican bread retailer and owner of the Oroweat brand) have formed a group to propose an alternative deal.The result has been to effectively put IBC up for sale to all competing companies.

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Bark vs Byte...

November 6, 2007

Microsoft Threatens to Terminate Xbox Live Cheaters | www.pcworld.com

1) The Internal Revenue Service has longed for complete voluntary compliance, in lieu of this... the bark of the IRS and their published bites of cheaters are all well too known. 2) Microsoft (and all other providers who desire a level of fair-play) must bark (threaten) any users who have tampered gamesaves to boost Achievements and Gamerscore. 3) eBay actually does try (and sometimes succeeds) with the threats and executed actions.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ralcorp to Purchase Post cereals ?

November 5, 2007

Kraft Near Deal to Sell Post to Ralcorp | biz.yahoo.com

Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label sales.The losers will be Malt-O-Meal and Quaker as both brands will be under further pressure in a consoildated category.  For Kraft Foods it means their divestiture strategy will speed up and provide them additional dollars to pursue acquisitions.Kraft's growth startegy is predicated on shifting their portfolio to focus on more international growth and focusing on the key snacks,beverages and possibly confections in markets outside the US.

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