GLG News by Paper Packaging Experts in GLG Member Programs (US)
Analysis of:
Opinion: Why Sony Won't Lose the Next-Gen War (biz.gamedaily.com)
XB 360 sales continue to be robust.Important milestone to achieve prior to competitors launches.Revenue increase is encouraging.
Analysis of:
Target, a Big DVD Seller, (online.wsj.com)
Better pricing to download digitally.New model needs to be adapted.Can retailers participate?
Analysis of:
Organic Growth: Wild Oats May Prove To Be Better Bet Than Whole Foods (online.wsj.com)
1. Wild Oats has lacked the forward thinking of its main competitor Whole Foods in developing its retail business focused on offering natural and organic foods.2. While it is encouraging that Mr. Odak has been let go there are a number of key strategic issues that must be addressed for them...
Analysis of:
McDonald's 3rd-quarter outlook beats estimates (today.reuters.com)
1. McDonald's is performing at a high level driven by core growth platforms at home in the U.S. as well as abroad.2. The fast food industry itself is starting to show signs of life after experiencing softness over the past year or so. While maybe not as profoundly as McDonald's,...
Analysis of:
Wendy's Takes a Big Loss on Baja Fresh (www.latimes.com)
The restaurant model developed by Baja Fresh is the bigger issue regarding the ultimate loss Wendy's sustained on the sale to David Kim for roughly $31 million.Wendy's and other fast food operators have shown an inability to profitably grow chains with differing models, most notably those operating...
Analysis of:
McDonald's Chipotle offering far oversubscribed (today.reuters.com)
1. The demand for Chipotle shares from McDonald's stock holders signals the strength in the quick casual foodservice market, legitimizing Chipotle as a growth stock for the future.2. McDonald's on the other hand is signaling a focus on their bread and butter, the quick-serve restaurant...
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