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All GLG News Analyses Filed Under: Food & Beverage

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Posted June 28, 2007
Big Boxes Aim to Speed Up Shopping
Analysis of: Big Boxes Aim to Speed Up Shopping | online.wsj.com
Author: GLG Member Program Contributor
Tesco PLC will not touch walmart right now because people are going to go with what they know unless Tesco PLC is cheaper with better selections of clothing and other products that are not food related. To achieve a balance between enough verses to much area stores in areas with different populations...
Nicholas White Posted June 28, 2007
Convenience isn't just an event for consumers, it's a state of mind.
Analysis of: Big Boxes Aim to Speed Up Shopping | online.wsj.com
Author: Nicholas White, President White & Co
Retailers talk about convenience, but many of their plans work to do just the opposite.  For instance:
Posted June 26, 2007
Dairy Business: Danone-China. Infiltration in Foreign Markets.
Analysis of: Danone's China Strategy Is Set Back | online.wsj.com
Author: Fortunato Guadalupi, Managing Partner Dairyplus S.r.l.
Even before the term "GLOCAL" was created and diffused, the THINKING GLOBAL(LY)- ACT LOCAL(LY) approach was understood and implemented by long-term sighted CEOs in the MNC world. Those who have pursued such methodology have tackled problems deriving from what is - like or not - an "invasion" with...
Posted June 25, 2007
Is Mannatech Healthy for your Portfolio?
Analysis of: Is Mannatech Healthy for your Portfolio? | biz.yahoo.com
Author: GLG Member Program Contributor
Mannatech, a network marketer of nutritional and personal-care products will suffer high distributor attrition, low recruitment, decreasing sales, and investor uncertainty as a result of its legal battles. Mannatech is being targeted by shareholders and government agencies for inflating the value...
Posted June 25, 2007
South America's Rising Star
Analysis of: South America's Rising Star | online.wsj.com
Author: GLG Member Program Contributor
The US 50% more wine from Argentina, than from neighbor Chile, taking from them (Chile) their market dominance. And the question is, how does Chile get this dominance back, and via what strategy? Well, the answer to the question you must first understand the reason for the switch.
Nicholas White Posted June 14, 2007
Tesco isn't 7-Eleven's biggest threat!
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: Nicholas White, President White & Co
Neither Tesco nor house brand gasoline are the biggest threats to 7-Eleven.  Here's why?
Posted June 14, 2007
Rivals want a big gulp of 7-Eleven's business
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: GLG Member Program Contributor
"Toto...I don't think we are in Kansas anymore!"  Yes, the market is changing and we can all be thankful for that. Not that todays convenience operators have been doing a poor job because they have been fulfilling a need. However, there is definitely room for improvement and with Tesco coming to...
Posted June 13, 2007
Rivals want a big gulp of 7-Eleven's business
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: GLG Member Program Contributor
7-Eleven and their competitors focus on providing, above all, Convenience and that is spelled Location, Location and Location! A key element is to understand that "Big Boxing" is going on in this industry as well, as witnessed by the work that QuikTrip is doing.
Posted June 12, 2007
Dean Foods Company gets hit by Commodity Price increases. Food verses Fuel, the Dean stockholders suffer.
Analysis of: Dean Foods Cuts Profit Forcast; Stock Slumps | news.moneycentral.msn.com
Author: Brian Stevenson, Principle B. Stevenson Associates
1.  Consumer Product Goods companies are at risk for commodity price increases even if they are not directly involved in the basic commodity businesses. 2.  In this case, Milk is the Produced article which is "manufactured" by cows eating basic commodity ingredients. 3.  Companies like...
Posted June 5, 2007
Consumers ready for functional foods, survey
Analysis of: Consumers ready for functional foods, survey | www.foodnavigator-usa.com
Author: GLG Member Program Contributor
The survey results should drive food and beverage marketers, such as Coca Cola, Nestlé, Hain Celestial Group, Groupe Danone, Kraft, Unilever, DSM Nutritional Products, Nellson Nutraceuticals, Nutraceutical, Inc., SuperValu, and Whole Foods Market, to increase their footprint in the functional foods...
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