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GLG News by Experts in the Leisure & Lodging Council

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October 27, 2008
Sonic Company Store Performance: check out the marketing plan
Analysis of: Sonic Corp (SONC): Whats up with the company unts? | www.sonicdrivein.com
Author: GLG Expert Contributor
Sonic Driveins are reacting to the difficult environment, and sales shortfalls in their company stores. They recently announed a re-franchising (sale of company units)  thrust, and many other actions. Yet, the fix might be as simple as reworking the marketing plan.
October 24, 2008
The Under Valued Consideration of Service for High Ticket Cruise Travel Purchases
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: GLG Expert Contributor
There is a blind spot regarding traditional service in the travel industry as it regards the purchasing of high ticket vacation travel.   With the increase of air and overnight hotel purchase online, it presumes that this is the case for high ticket travel, including pure leisure and incentive...
October 16, 2008
CLOSING ANY BUSINESS IS A HARDSHIP - CLOSING FLORIDA'S HARD ROCK HOTEL/CASINO'S IS JUST OUT OF THE QUESTION
Analysis of: SHUT DOWN HARD ROCK'S GAMING, STATES ATTORNEY GENEALS McCOLLUM SAYS | www.miamiherald.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
What benefit to the State of Florida would be closing several hotels and casinos? The loss of jobs, revenue and other valued assets is outlandish. The Attorney General must need some economic tutoring - he is way off base - could there not be other ways to approach the situation the Seminole's face...
October 15, 2008
THE CASINO COMPANIES WITH PROPERTIES IN MACAU CAN REST A BIT EASIER
Analysis of: MACAU UP, BUT STRIP WEAK - WYNN RESORTS | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Will the play in Macau continue to give a big boost to American based companies? I am sure, that as the market starts to recoup you will find added interest in this area of intense gaming. I can't think of another place that creates as much dollars invested by players on a regular basis. It's what is...
October 9, 2008
Indian Casinos: Boon or Bane?
Analysis of: Wealth breeds 'poverty of soul' | www.sacbee.com
Author: GLG Expert Contributor
Problems caused by increasing affluence is causing major issues for Tribes and their members.
October 6, 2008
Sonic (SONC) Refranchising: Many Moving Pieces
Analysis of: Sonic: Refranchising Push | reno.wsj.com
Author: GLG Expert Contributor
Sonic's recently announed refranchising push displays many of the issues underway facing the chain restaurant sector. Careful analysis is necessary to execute the plan.
October 6, 2008
THE GOVERNMENT OF CHINA ADDING TOURISM RESTRICTION FOR MACAU
Analysis of: MACAU DROP-OFF HURTING LAS VEGAS | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Tourists restrictions in general usually will help bring more interest to an area. In the case of Macau, the Chinese powers to be seem to be hurting business. What's their plan - there is to much investment capital invested and planned to be invested for the government to be brainless in this...
October 6, 2008
September US airline traffic results will not be pretty - more capacity cuts to come
Analysis of: Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
CAL is the first to report September traffic and it is NOT pretty, while capacity was cut - traffic declined even further. There will be more cuts to come as load factors fall across the US System. CAL is one of the airlines better positioned to handle the downturn so their numbers are likely to be...
September 26, 2008
JUST ANOTHER HIT FOR LAS VEGAS WHEN THE GAMING LOCALS MARKET NEEDS SOME HELP
Analysis of: BUSINESS SHUTS LAS VEGAS AUTO OUTLETS - TWO DEALERSHIPS CLOSE IN SLUMPING ECOMOMY | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
The closure of an auto dealership in general is no big deal. The loss of many dealerships under the same banner can't be a good sign. The trickle down effect of losing jobs could hurt gaming in the local market. Loss of income means less people at the gaming table and slots. We can hardly afford...
September 19, 2008
Food and other Cost Inflation Effects on Restaurants
Analysis of: Olive Garden and Red Lobster to raise prices- Parent company announce bigger than usual increase to investors | www.msnbc.msn.com
Author: GLG Expert Contributor
While the end of food inflation is not at hand, restaurants must manage the price/value/promotion relationship cafefully. New factors have emerged this week that will affect restaurants. Some restaurant companies will have earnings shortfalls later in 2009.

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