All GLG News Analyses Filed Under: Restaurants

David MaloniPrincipalARA Trading Inc.

Another Commodity Bubble?

November 19, 2009

Analysis of:  Commodities & Stocks Ready to Bounce or Rally? | www.oilngold.com

From a chartist perspective the appreciation in the last year appears to be healthy.

David MaloniPrincipalARA Trading Inc.

Cheesy Concerns about Dairy Prices

November 6, 2009

Analysis of:  EU Buckles on Dairy Subsidies | online.wsj.com

Dairy market trends are suggesting that higher prices may be on the way. 

Restaurant Trends Suggest Protracted Challenges for Foodservice Industry

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Foodservice Traffic Declines for Fourth Consecutive Quarter | www.npd.com

Improvement in restaurant company profits are currently being driven by an intense focus on operational efficiency and cost reductions, as well as a more favorable food cost inflation environment compared to the prior year. However, continued weakness in restaurant industry traffic, driven by weakness...

Starbucks Strategic Transformation, Status? Implications for Future Value.

November 1, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks CEO Howard Schultz on New Coffee, Future | www.foxbusiness.com

The is final article in this week's series of 4 that  have taken a closer look  several of the key strategic initiatives being employed by Starbucks under the leadership of former CEO/Founder Howard Schultz,  who reassumed the CEO Position early last year.  In this article we will examine the implications...

Starbucks Comparable Store Sales. Does .4% YTD Improvement Show Progress?

October 29, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks CEO on New Coffee, Future | /councils.glgroup.com/news/ExternalLink.mvc/Article/303908

This is the second article in a series of four to be published in this newsletter this week taking a closer look individually at several of the key underlying variables contributing  significantly to Starbucks reported recent improvements in North American Company Operated Comparable Store Sales. This...

Starbucks VIA. Strategic Implications for the Brand. Early Read on Introduction

October 27, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks CEO Howard Schultz on New Coffee, Future | www.foxbusiness.com

Annual worldwide Instant Coffee sales total about a $21 Billion, or about 40% of overall annual world coffee consumption. In the US, annual instant coffee sales total about $700 million.  Starbucks presently has a 4% share of the  $8 Billion US "At -Home"  market.  Research Indicates most consumers...

Starbucks Recent Same Store Sales Performance; Implications for Future Growth

October 24, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks CEO Howard Schultz on New Coffee, Future | www.foxbusiness.com

Starbucks CEO Howard Schultz recently noted that he the was "cautiously optimistic" regarding upcoming Holiday period sales, noting the recent "sequential improvement" in  "Same Store Sales"  in Starbucks North American Operations.  This indicator has improved over the course of the last 3 quarters...

BK New Designs Can this win the day

October 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Burger King's New Restaurant Design | adage.com

History says new design and dramatic face lifts can bring customers back, look only at the percieved radical make over of Mc Donalds in UK, that proved very successful.here in UK.The new designs here in UK via the Saudi Group that has purchased 30 BK's and is rolling out a new design, they are having...

New Burger King Restaurant Design Continues Competitive Differentiation

October 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Burger King's New Restaurant Design | adage.com

1) Burger King isn't a big "Value Menu" player2) Tries to differentiate itself through flavor and selection3) Unit allows for more upscale uses that QSR's are taking on in recession

Burger King Shuffling The Deck?

October 16, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Burger King's New Restaurant Design | adage.com

Is Burger King playing with a full deck?McDonalds wins this game hands down.Other QSR's such as Carl's, Hardees, Wendys, & Jack In The Box are eager to play, so in my opinion, I would fold this idea right now.

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