All GLG News Analyses Filed Under: Restaurants
Posted January 18, 2007
McDonald's Plans To Sell Boston Market
Analysis of: McDonald's Plans To Sell Boston Market | today.reuters.com
Author: GLG Member Program Contributor
Analysis of: McDonald's Plans To Sell Boston Market | today.reuters.com
Author: GLG Member Program Contributor
This is a series of weekly articles addressing 10 major issues / trends in the restaurant industry today.Over the next few weeks I will address these subjects in the following vein:
The Trend – What is it?
Where is it headed?
Who could win or lose?
What to watch!
The 10 week series...
Posted January 18, 2007
McDonald's plans to sell Boston Market
Analysis of: McDonald's plans to sell Boston Market | today.reuters.com
Author: GLG Member Program Contributor
Analysis of: McDonald's plans to sell Boston Market | today.reuters.com
Author: GLG Member Program Contributor
McDonald's has been looking to exit the Boston Market decision for years. The time has finally come that they will be able to do so with some dignity.
Posted January 17, 2007War? No; The Breakfast Battle between Starbucks, McDonalds, Etc.
Analysis of: The Breakfast Wars: Starbucks Learns to Cook | www.nytimes.com
Author: Jim Cheatham, Chairman and Founder LionShare Group
Starbucks is gearing up to offer new breakfast items.McDonalds and Burger King are offering upgrade coffee. Reference analysis titled "This Joe's For You" (Jun 06) from this author.This article shows the increased real market in the breakfast segment. The battle is not so much against each other...
Posted January 2, 2007Casual Dining is Looking for New Ways
Analysis of: A Little Wasabi Genger with That Burger ? | www.wsj.com
Author: Jim Cheatham, Chairman and Founder LionShare Group
Several midpriced chain restaurants are introducing new items to appeal to diners.Casual Dining sales continue to be soft.New product alone may not be the answer.
Posted November 30, 2006
SEC 10-Q Filing
Analysis of: SEC 10-Q Filing | sec.gov
Author: GLG Member Program Contributor
Analysis of: SEC 10-Q Filing | sec.gov
Author: GLG Member Program Contributor
The fact that Starbucks recorded a charge for implementing FIN 47 seems anomalous at first - until you break it down more. Then you realize why it makes perfect sense for retailers to be recording liabilities typically associated with dirtier (environmentally speaking) industries.
Posted November 9, 2006
Wendy’s Launching Aggressive Buyback
Analysis of: Wendy’s Launching Aggressive Buyback | www.cfo.com
Author: GLG Member Program Contributor
Analysis of: Wendy’s Launching Aggressive Buyback | www.cfo.com
Author: GLG Member Program Contributor
1. It is important for shareholders to fully understand the implications of management's decisions in the price of their shares.2. Buybacks and special dividends do not represent additional value in the long run and may fuel short term speculation and share price volatility.
Posted November 9, 2006
Innocent accounting errors could open other doors
Analysis of: Outback Steakhouse Owner OSI Agrees To $3 Billion Buyout Deal | online.wsj.com
Author: Bradley Townsend, Chief Financial Officer Advanced Interactive Systems, Inc.
Innocent accounting errors could open other doors
Analysis of: Outback Steakhouse Owner OSI Agrees To $3 Billion Buyout Deal | online.wsj.com
Author: Bradley Townsend, Chief Financial Officer Advanced Interactive Systems, Inc.
Over the past several years, companies by the dozen have made uncalculated errors in reporting. Most recent is the option backdating cases. While these missteps have cost these companies millions of dollars in outside help, it has also brought into question the true value of the companies. Don’t expect...
Posted November 8, 2006
Outback Steakhouse Owner OSI Agrees To $3 Billion Buyout Deal
Analysis of: Outback Steakhouse Owner OSI Agrees To $3 Billion Buyout Deal | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Outback Steakhouse Owner OSI Agrees To $3 Billion Buyout Deal | online.wsj.com
Author: GLG Member Program Contributor
OSI Partners offers to take the company private on the same day that it puts a non-reliance notice on its current financials. What is the buyout price based on, one wonders?
Posted October 23, 2006
McDonald's is Hitting on All Cylinders
Analysis of: McDonald's 3rd-quarter outlook beats estimates | today.reuters.com
Author: John Duffy, President MarketOps, Inc.
McDonald's is Hitting on All Cylinders
Analysis of: McDonald's 3rd-quarter outlook beats estimates | today.reuters.com
Author: John Duffy, President MarketOps, Inc.
1. McDonald's is performing at a high level driven by core growth platforms at home in the U.S. as well as abroad.2. The fast food industry itself is starting to show signs of life after experiencing softness over the past year or so. While maybe not as profoundly as McDonald's,...
Posted October 20, 2006Wendy's Buyback is a Good Move
Analysis of: Wendy’s Launching Aggressive Buyback | www.cfo.com
Author: David Young, Professor INSEAD
The article focuses on Wendy's recent announcement to buy back up to 35 million shares (around $800 million) over the next 18-24 months. The company says that the move is motivated by the desire to "return value" to shareholders, although the author speculates that the company may have decided...
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