All GLG News Analyses Filed Under: Restaurants

McDonald's has regained it's focus and direction.There is no reason for McD to hold on to Boston Market -- it will not deliver significant results in the foreseeable future.The market conditions that drove McDonald's purchase of Boston Market in 1999 have long changed.

  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...

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.

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...

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.

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.

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.

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...

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?

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,...