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October 19, 2006
Lessons for Walmart China?
Analysis of: Lessons from a global retailer: An interview with the president of Carrefour China | www.mckinseyquarterly.com
Author: GLG Expert Contributor
Tremendous success of Carrefour in Taiwan, followed by equally tremendous success of Carrefour in China proves it is not a matter of blind luck. Really knowing and absorbing Chinese ways of thinking, and most importantly, modifying their standard approach are the two secrets to Carrefour's success...
October 17, 2006
Give Walmart Some Credit For Trying
Analysis of: Wal-Mart Makes Big Buy in China | www.thestreet.com
Author: GLG Expert Contributor
You've got to give Walmart some credit for making such a big move in China. Clearly, their current strategy was not working well. (see my other posts on Walmart China). But I have to wonder whether they will try to "Walmartize" Trustmart, or whether they will more wisely allow it to "Trustmartize" their...
October 17, 2006
Smart Acquisition Could Allow Office Depot to Profit from Staples' Mistakes in China
Analysis of: Office Depot Announces Acquisition of Majority Stake in Leading Office Products Supplier in China | www.mediarelations.officedepot.com
Author: GLG Expert Contributor
Staples previously also invested in a local company in China (OA365) and announced big plans to expand.But then they "pulled a Walmart", and stubbornly refused to flex to match the local market ways.Now they are struggling to find direction and gradually cutting back on their misdirected and heavy...
October 16, 2006
Baja Fresh Model Flawed from the Start
Analysis of: Wendy's Takes a Big Loss on Baja Fresh | www.latimes.com
Author: John Duffy, President, MarketOps, Inc.
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...
October 12, 2006
McDonald's Stock Swap Divestiture of Chipotle a Win-Win
Analysis of: McDonald's Chipotle offering far oversubscribed | today.reuters.com
Author: John Duffy, President, MarketOps, Inc.
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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