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All GLG News Analyses Filed Under: Restaurants

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Posted April 29, 2007
Wendy's May Be A Tough Sale
Analysis of: Wendy's May Be A Tough Sale | www.forbes.com
Author: GLG Member Program Contributor
  Trend - What Is It Wendy’s recent announcement that it would consider a variety of options including a potential sale of the company seemed to catch the industry flat-footed. Anyone paying close attention was not particularly surprised! The current management team had their hands full with...
Posted April 9, 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
 Trend – What is it? I believe we will soon begin a period of consolidation in the broad restaurant industry in general.It will affect the Quick Serve, Fast Casual and Casual Dining segments with the biggest shake up in the Casual Dining sector.
Posted April 3, 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
1The overall environment for the casual dining sector will become more and more hostile. Trend – What is it? - In the restaurant “food chain” of life, most everyone you speak to will say that the bottom rung is fast food, next is fast casual, then casual, and at the top is fine dining. What most...
John Macaluso Posted March 28, 2007
Fast-Casual equals fast-Growth!
Analysis of: Not fast food, not casual, but it tastes like profits: CMG and PNRA | www.jsonline.com
Author: John Macaluso, President & Chief Executive Officer Cornell Management Group
STRENGTHS: 1. The sales to investment ratio of Fast-casual is much better than either QSR or Casual Dining Segments.2. The segment is ideally positioned to deliver fresh, quality, and healthier menu attritubutes than QSR.3.  The segment's  stronger value perception gives it an advantage...
Posted March 27, 2007
Shifting Beverage Trends Put The Heat On Restaurant Chains
Analysis of: Shifting Beverage Trends Put The Heat On Restaurant Chains | online.wsj.com
Author: GLG Member Program Contributor
1. Shift in offerings and menus at fast food chains2. Profitability changes as choices change in fast food chains     
Posted March 27, 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
1. impact of other fast food chains continuing to diversify2. impact of quality at Mc Donald's3. impact of menu selection at Mc Donald's     
Posted March 26, 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
Costs Part 8 - Increased non-governmental cost pressures – fuel, feed and other areas. Trend – What is it? – In addition to other cost pressures there will be a mounting of additional cost pressures in the coming months including fuel prices, feed prices, and other areas, such as food production...
Posted March 23, 2007
Not fast food, not casual, but it tastes like profits: CMG and PNRA
Analysis of: Not fast food, not casual, but it tastes like profits: CMG and PNRA | www.jsonline.com
Author: GLG Member Program Contributor
1. Fast casual continued growth over regular fast food establishments2. Rapid growth and higher profit margins than traditional fast food 3.  Further interest of traditional fast food companies to develop these concepts4. The impact it has on traditional casual dining companies such as...
Posted March 23, 2007
McDonald's fishing for place in gaming segment
Analysis of: McDonald's fishing for place in gaming segment | www.businessweek.com
Author: GLG Member Program Contributor
1. New advertising tie ins and strategy to capture younger markets.2. New ways that the culture of a restaurant can translate into bigger and better ads.     
Posted March 15, 2007
Starbucks strategy unchanged after memo:exec
Analysis of: Starbucks strategy unchanged after memo:exec | www.reuters.com
Author: GLG Member Program Contributor
1.    Starbucks’ hyper-growth strategy, focused on outpacing the competition, led the company to introduce automatic espresso machines to accelerate customer service. The ritual involved in use of traditional espresso makers are vital to “the Starbucks experience”, which makes...
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