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GLG News by Restaurant Consultants

Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
March 10, 2008
Nobody Knows
Analysis of: Shares Slump as February Comps Disappoint (www.wwd.com)
Nobody knows what the future holds for apparel sales, but considering the conditions at the moment, they don't look very good. Look for special deals from your favorite stores as they have already started with good deals and online specials. Look for the Government checks to arrive in the Spring which...
Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
Analysis of: Climate: The food chain's weakest link (www.heatisonline.org)
Lets look at some solid facts: Corn, wheat, and soybeans........consider them the building blocks of food costs. Ethanol exports will keep corn prices well supported for the next few years. Globally, the growing affluence of developing countries and a weakening dollar are driving demand for animal feed....
Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
Analysis of: Climate: The food chain's weakest link (www.heatisonline.org)
Economic conditions are putting too much pressure on most companies. Companies are in need of more liquid assests. Companies lack training becasue of rapid growth.
Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
January 31, 2008
Breakfast At Starbucks
Analysis of: Breakfast At Starbucks (www.marketwatch.com)
Say Goodbye to Starbuck's breakfast sandwiches.. Say hello to competetive coffee prices
Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
Analysis of: Wal-Mart cuts prices on 15,000 more items to lure holiday traffic (www.marketwatch.com)
Walmart continues to lower prices on thousands of items and will continue to do so as traffic is much needed.  I have found over the past 2 weeks many items that are 20-30% higher at Target.  I guess customers will have to choose whether saving money is more important than status or sometimes...
Analysis of: Spicy Pickle(R) Serves Up Its Initial Public Offering (money.cnn.com)
 Need alot more analysis before telling whether this or any other new restaurant IPO will make it. It's all about unit level economics What is the franchising plan?
Analysis of: Spicy Pickle(R) Serves Up Its Initial Public Offering (money.cnn.com)
Such a very early IPO effort may well not provide the strategic advantages extolled by managment.  The tradeoffs implicit in a foray into the public marketplace are significant; why a company of this size, still in the relative infancy of its development, would want to carry that...
Terrell Alger, Retail & Restaurant Consultant
Terrell Alger, Retail & Restaurant Consultant
Terry Alger Consultancy
Analysis of: Wal-Mart's New Growth Opportunities (www.businessweek.com)
Wal-Mart cannot provide growth opportunities based on the way they operate their stores from a staffing point. Target has already proved that by providing better and more staffing at all of their stores has provided substantial growth and much better looking stores. Shrinkage will still be an issues...
Analysis of: Control of Yard House is sold to growth-minded equity firm (www.nrn.com)
Restaurant M&A activity will continue to proliferate, though in a different model than predicted by many analysts earlier this year.  Private equity buyers seem far less interested in the restaurant space than was anticipated, partly due to macro developments, partly due to industry trends. ...
Analysis of: Arby's Parent Outlines Terms for Wendy's Bid (online.wsj.com)
The sale and/or restructuring of Wendy's International is all but a foregone conclusion.  Peltz's Triarc is an interesting combination of a strategic buyer and a purely financial player.  It will be difficult for the WEN Board to pass on a $41 offer, but don't be surprised to see other strategic...

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