All GLG News Analyses Filed Under: Retail Manufacturing
Posted April 20, 2007
A different type of contamination in pet food
Analysis of: More pet food recalled | www.iol.co.za
Author: GLG Member Program Contributor
Analysis of: More pet food recalled | www.iol.co.za
Author: GLG Member Program Contributor
1. This is not related to the pet food recall in the United States.2. This could be considered "intentional contamination" instead of "unintentional contamination" like so many other product recalls.3. Results and conclusions are the same regarding raw material ingredients.
Posted April 20, 2007
Pet food has problems!!
Analysis of: Pet food probe turns to possibility of fraud | www.baltimoresun.com
Author: GLG Member Program Contributor
Analysis of: Pet food probe turns to possibility of fraud | www.baltimoresun.com
Author: GLG Member Program Contributor
1. Of course higher protein equals higher price. 2. The end result of this investigation should at least mandate the traceablity of ingredients used in pet foods.3. Testing and sampling of raw materials may be required and enforced. 4. Pet food manufactures should...
Posted April 18, 2007Are new brands necessary to keep Movado on time?
Analysis of: Movado Ticks Off Investors | www.businessweek.com
Author: Nicholas White, President White & Co
1. Notwithstanding, the company’s continued association with ultra-expensive brands, the substance of the business has always been the marketing of good quality, well designed, high perceived value watches, at mid to higher price points; which begs the question of just how successful will Concord...
Posted April 16, 2007Apparel Industry Trends Are Creating A Perfect Storm
Analysis of: Wholesale Giants Morphing Into Retailers | www.wwd.com
Author: Martin Brill, Managing Partner Sweetwater Consulting LLC
Recent retail consolidation (such as Federated’s acquisition of the May Company) has compelled apparel wholesalers to accelerate development of direct to consumer strategies in order to gain greater control of their distribution channel.
Wholesalers are on the lookout to acquire companies with...
Posted April 9, 2007
"Wealth of Nations": Result of US Tariffs on China
Analysis of: Commerce Department Applies New Duties Against China | www.bloomberg.com
Author: GLG Member Program Contributor
Analysis of: Commerce Department Applies New Duties Against China | www.bloomberg.com
Author: GLG Member Program Contributor
1. The US has placed tariffs on Chinese paper products, opening the way for tariffs on additional products as steel and textiles. 2. There is the risk of counter-measures by China to these tariffs.3. Tariffs only scratch the surface of the problem, and will worsen economic difficulties,...
Posted March 29, 2007
Herbalife Licensed to Sell Directly in China
Analysis of: Herbalife to Enter Chinese Direct Sales Market | www.nutraingredients-usa.com
Author: GLG Member Program Contributor
Analysis of: Herbalife to Enter Chinese Direct Sales Market | www.nutraingredients-usa.com
Author: GLG Member Program Contributor
Herbalife has received its license to sell directly to over 14 million people in 2 cities in China, which is predicted to generate over $200 million dollars in revenue in the first year of operation.
Posted March 28, 2007
Another frightening article about "mysterious" China...Take this one with a grain of salt
Analysis of: China's state-owned enterprises: Board governance and the Communist Party | www.mckinseyquarterly.com
Author: GLG Member Program Contributor
Analysis of: China's state-owned enterprises: Board governance and the Communist Party | www.mckinseyquarterly.com
Author: GLG Member Program Contributor
McKinsey, to my great disappointment, recently put out this article on the "befuddling" and "invisible" power of the Communist Party branch committees (which are normally resident in large businesses) in China. My response: It is nowhere near as complex as they make it seem, plus I have never seen...
Posted March 27, 2007
Buying Small to be Big in China
Analysis of: Buying small is beautiful for private equity in China | news.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: Buying small is beautiful for private equity in China | news.moneycentral.msn.com
Author: GLG Member Program Contributor
Carlyle has only themselves to blame for the troubles they have experienced with the widely-reported Xugong Construction Machinery company acquisition.
There are a large number of PE firms eagerly eyeing China, and therein lies the source of one big problem: Too many buyers using the exact...
Posted March 26, 2007
Hep-B - It was only a matter of time before a foreign company got caught
Analysis of: Nokia China in lawsuit over Hepatitis B carrier | www.msnbc.msn.com
Author: Paul French, Publishing & Marketing Director Access Asia China
Hep-B - It was only a matter of time before a foreign company got caught
Analysis of: Nokia China in lawsuit over Hepatitis B carrier | www.msnbc.msn.com
Author: Paul French, Publishing & Marketing Director Access Asia China
So far cases of discrimination over HBV have been mainly made against Chinese companies
The Beijing government last year decided to outlaw anti HBV carrier discrimination
The Nokia case indicates a lack of control by the Chinese entity over its subsidiary factories
Posted March 22, 2007
Da Bao acquisition soap opera continues in China (Avon, J&J, now Unilever!)
Analysis of: Analyst says Dabao bid would make sense for Avon | www.msnbc.msn.com
Author: GLG Member Program Contributor
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of 149Analysis of: Analyst says Dabao bid would make sense for Avon | www.msnbc.msn.com
Author: GLG Member Program Contributor
Local media reports and Reuters are saying that Da Bao has placed their assets on a “equity exchange” sales board in Beijing and is looking for bids from others as well.Dabao: Yes, it is a good idea for them.Avon: Avon is already making a big mess in China, and I don’t think this will turn around anytime...
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