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All GLG News Analyses Filed Under: Retail Manufacturing

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Posted March 7, 2007
Richemont, Polo to Create Jewelry Line
Analysis of: Richemont, Polo to Create Jewelry Line | www.wwd.com
Author: GLG Member Program Contributor
- Polo has historically licensed categories it does not have the technical expertise to design and source.- Polo RL has recently been buying back its licenses and bringing design and production in-house to drive greater sales and earnings. Often this has been through aggressive business tactics like...
Posted March 6, 2007
Where's Kenneth Cole Going?
Analysis of: Aerie Expands Offering With f.i.t. | www.wwd.com
Author: Allan Zwerner, Independent Consultant Allan Zwerner Consulting
Decline in licensing revenue can be an indicator of soft business ahead.There was no mention of how Kenneth Cole plans to make the upscale label work at retail, seems the upscale strategy has not happened at retail.How long will it take and at what cost to turn the apparel trend around at regular...
Posted February 26, 2007
U.S. leads pack in acquiring Chinese companies
Analysis of: U.S. leads pack in acquiring Chinese companies | www.reliableplant.com
Author: GLG Member Program Contributor
  The United Kingdom and Singapore are leading the way in establishing a foothold in China’s rapidly expanding economy. With all of the frenzy about Internet and high tech companies, it is nice to see that many investors are wisely choosing to invest in good ol’ industrials and consumer staples…not...
Posted February 26, 2007
Germany's Beiersdorf co-op with C-Bons in China's personal care market
Analysis of: Germany's Beiersdorf co-op with C-Bons in China's personal care market | en.ce.cn
Author: GLG Member Program Contributor
  Nivea brand owner, Beiersdorf, announced the signing of a letter of intent with C-Bons. The plan appears to be to merge CBONS on-the-ground implementation strengths in China with Nivea’s branding skills. China-ROI predicts success with this combination, but a lot will hinge on the relationship...
Posted February 9, 2007
ACCO's Adjusted Outlook--Short Term Setback or Long Term Concern?
Analysis of: ACCO Brands Corporation Updates Fiscal 2006 Outlook | biz.yahoo.com
Author: Carl Sobek, Principal Carl Sobek, Inc.
Coming off the heels of a year that has seen plant closures and consolidations in Mexico, North America and Europe coupled with declining incomes from sales of office supplies creating further consolidation of brands, ACCO has announced on 1/17/07 an adjusted EBITDA for the full year ending 12/31/06,...
Mark Buss Posted January 31, 2007
They've Won the Battle, Now comes the War.
Analysis of: Harbinger to buy Applica for $87.6M | southflorida.bizjournals.com
Author: Mark Buss, President MB Consulting
Did Harbinger overpay for Applica?How will they improve Applica's performance?Is Salton their next piece of the puzzle?
Mark Sussman Posted January 17, 2007
Why is “Victoria” keeping her Pink line so “Secret”?
Analysis of: AE builds on aerie sub-brand | www.retailingtoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
  -American Eagle (AEOS) is aggressively going after the Pink assortment offered by Victoria’s Secret (VS). AEOS has already opened 3 dedicated “Aerie” stores, their new line of teen intimates, and sleepwear and dorm casuals with 15 more doors slated for opening in FY ’07. -AEOS has a dedicated...
Mark Buss Posted December 29, 2006
Private label has its place amongst value propositions
Analysis of: Store-Brand Products Become More Popular with Shoppers | www.ddimagazine.com
Author: Mark Buss, President MB Consulting
Who buys private label products?Will they continue to prosper?How do they fit into a marketing mix?
Mark Buss Posted December 28, 2006
The Battle for Applica: What Next?
Analysis of: NACCO Industries, Inc. Commences Cash Tender Offer For Applica Common Shares | www.marketwatch.com
Author: Mark Buss, President MB Consulting
Nacco versus Harbinger - the ongoing battle heats up!What is at stake and who is impacted?Who will benefit when the battles over?
Mark Sussman Posted December 12, 2006
Consumer’s conception and store consolidation create extensive opportunity for private label.
Analysis of: Store-Brand Products Become More Popular with Shoppers | www.ddimagazine.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- In the past, private label products across all categories were perceived to be of inferior quality to the branded analogue merchandise. With the improvement in quality, innovation, marketing and the advantageous pricing the shopper now views private label the equal and in some cases superior to the...
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