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Gordon Borrell, CEO

Gordon BorrellCEOBorrell Associates 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.

Mobile Advertising's Gold Rush

November 16, 2009

Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is definitely the new-new thing, but it sounds like the hype we heard when the Web was born as a graphical interface and banner ads started appearing in 1995. Be careful -- mobile advertising isn't going to produce overnight riches. For proof, look at your own mobile device. Where are they ads? And if you see any, tell me if they're prompting you to buy anything. Timing is everything, so before you jump in, read on.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever On the Prowl...Again !

October 1, 2009

Unilever Plans to Buy Sara Lee Soaps for $1.9 Billion | www.bloomberg.com

After the last major acquisition of TIGI, the Tony & Guy Salon Products unit, Unilever seems to be making the right acquisition moves and is on the prowl for CPG/FMCG companies again.

Peter RoithmayrPrincipalPeter Roithmayr Associates 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.

Digital Distribution

September 26, 2009

Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony's latest gaming device does NOT cut out retailers as this titles infers. There is still plenty of business for retailers to capture in this category with the PSP Go including hardware and accessory sales as well as pre-paid game cards (similar to Apple's iTune gift cards).

David Diamond, President

David DiamondPresidentDavid Diamond Associates 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.

Electronic Coupons are coming soon

September 24, 2009

The Breakfast Wars: Starbucks Learns to Cook | www.nytimes.com

Electronic couponing is finally read to happen. The combination of the current economic climate, the willingness of key leaders (P&G< Safeway and Kroger) to make it happen and the maturity of the enabling technologies means that after years of creeping forward, electronic couponing is ready to dominate

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.

Kraft Continues Portfolio Shuffle

September 15, 2009

Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com

Kraft Foods bid for Cadbury makes a lot of strategic sense and will allow them to increase their growth in international markets.The key to the deal is utilizing Cadbury's extensive distribution and sales network to further drive growth of existing Kraft products.Faced with the likelihood of having to increase the all cash portion of the bid Kraft will be looking at additional brands to divest and help pay for the acquisition.

James MeyersChief Executive Officer Alpha Media 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.

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

Michael Bonfils, President and Worldwide Director

Michael BonfilsPresident and Worldwide DirectorSEM International 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.

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

"Irrational Exuberance" on Regis

August 26, 2009

Feltl Upgrades Regis (RGS) to Buy, $20 Price Target | news.glgroup.com

Pure financial analysis supported by Conference Call analytics, for a company like Regis (RGS), without knowledge of actual market level factors may give a skewed view of the financial fundamentals and cause for "Irrational Exuberance" on Price Targets. Salon Industry cognoscenti and "Industry Expert" consultants like us, who make it our business to follow salon client habits and broad industry trends, sometimes see things very differently than some Wall St. analysts.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

"Irrational Exhuberance" on Regis

August 21, 2009

Feltl Upgrades Regis (RGS) to Buy, $20 Price Target | www.streetinsider.com

Pure financial analysis supported by Conference Call analytics, for a company like Regis, without knowledge of actual market level factors may give a skewed view of the financial fundamentals and cause for "Irrational Exuberance" on Price Targets. Salon Industry cognoscenti and "Industry Expert" consultants like us, who make it our business to follow salon client habits and broad industry trends, sometimes see things very differently than some Wall St. analysts.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Paul Polman's Shake-Up, Wake-Up Call at Sleeping Giant Unilever

August 20, 2009

Unilever’s Polman May Pass Old P&G Bosses With Cheap Margarine | www.bloomberg.com

Paul Polman, recently took over the helm at sleeping giant Unilever, and his dynamic, turn-on-a-dime, entrepreneurial spirit has already engaged Unilever's EU staff in getting busy. Polman, a Nestle and P&G alumn, has focussed his sights firmly, on getting ahead of P&G, especially in its own home territory - Europe. "Unilever may pass Nestle for the first time since 2001, and may sell more items annually than P&G, for the first time in at least five years"..tells the whole story.

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