Study Group: Direct Selling Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Unilever On the Prowl...Again !

October 1, 2009

Analysis by:Cyrus Bulsara, President,

Analysis of: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.

"Irrational Exuberance" on Regis

August 26, 2009

Analysis by:Cyrus Bulsara, President,

Analysis of: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.

"Irrational Exhuberance" on Regis

August 21, 2009

Analysis by:Cyrus Bulsara, President,

Analysis of: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.

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

August 20, 2009

Analysis by:Cyrus Bulsara, President,

Analysis of: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.

Retail Sales headed deeper South in Q1

January 12, 2009

Analysis by:Thomas Souza, Chief Executive Officer ,

Analysis of:U.S. Retail Sales Fell 0.8% in Week After Christmas | www.bloomberg.com

Retail sales will continue to struggle as consumer confidence continues strong decline.  Q1 may show weekest sales yet before slightly turning around in 2nd half of the year. All signs head to lower confidence, but as soon as Obama takes office the landscape might change slightly.  I believe just his enthusiam will bring back a bit of confidence which may help perception in the market. The BIGGEST issue will be are we too little to late for some retailers to survive.  GREED! and LARGE overhead will cause some retailers to fall off the hill sooner than expected.  Cutbacks have not worked and baloon payments are coming do... who will survive?  Many retailers especially descretionary income retailers will have to tighten the belt even further and make dramatic changes in order to survive this downturn.  Retail is here to stay we all know that, these adjustments will help you decide where to put your money in the future. 

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