All GLG News Analyses Filed Under: Retail Manufacturing

Increasing Challenges Facing Branded Consumer Goods Manufacturers

June 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Is Wal-Mart onto something? | www.homechannelnews.com

Brand goodwill and brand perceived value drive the sales and profits for many Fortune 500 consumer goods manufacturing companies as well as thousands of other consumer goods manufacturers.   These manufacturer's brands are under siege by retailers and wholesalers throughout the distribution channel.  There is not a major retailer or wholesaler in the USA who does not incorporate their own private label brand program as part of their overall sales and marketing strategy.  The bottom line is that retailer and wholesaler private brand sales grow at the expense of the consumer goods manufacturer's brands, costing the manufacturers sales and profits and reduced brand equity.   There are several strategies that branded consumer goods manufacturers can employ to address the challenges to their brands.   Without effective strategies to address these challenges, brand name manufacturers face tough times in the years ahead. 

Supply Chain Efficiency is Key to 4th Quarter Retail Season

June 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Home Depot Boosts High End of 2009 Profit Forecast | www.bloomberg.com

Many retailers are going back to the basics in advance of the 4th quarter peak season.  Downstream global supply chain operators may feel the pinch.

Home Depot Refocuses On Retailing

June 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Home Depot Boosts High End of 2009 Profit Forecast | www.bloomberg.com

1)     Home Depot is done exploring "Non-Core" Businesses 2)    Working on improving in store experience 3)    Looking at efficiencies and increasing PSF sales; things it can control

Govenment Aid for Good Business

June 3, 2009

Analysis by: GLG Expert Contributor

Analysis of: GJEPC Appeals For More Gov't Assistance | www.diamonds.net

The New Elected Govt. of India has presented new aid program for Indian Gem and Jewellery Exporters. With this aid govt. will try to help exporters to cope up with real bad time.

Repair and Replacement Businesses Will Benefit from Consumer Spending for Some Time

May 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Wall Street Rebounds on Consumer Confidence Data | news.morningstar.com

The recovery will continue to be slow.  The up tick in consumer confidence is mainly in the repair and replacement sectors.  Big ticket items must wait some time.

The JUMP in consumer sentiment is a good sign for Home Improvement & Electronics Retailers as well as their downstream GLOBAL SUPPLY BASE

May 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Wall Street Rebounds on Consumer Confidence Data | news.morningstar.com

Recent sales improvements at a select number of retailers is a great sign for manufacturing & supply chain planners.  How does consumer confidence impact global supply chain operators and raw material manufacturers? 

The Real Driver for Under Armour

May 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:Under Armour is Everywhere | www.fool.com

Under Armour's success in the marketplace, acknowledged in their annual report, is a function of marketing.  As management notes, some competitors are better positioned to outspend, out-market and out-advertise UA.  A key ratio in the 2008 full year performance is SGA increasing as a percent of sales over 2007....and running at a very high rate already.  In the event that UA finds sales or distribution lagging, it is unlikely that a siginficant increase in SG&A expense could be expected.  And  without that spending, sales will NOT organically increase.

Tom CassidyIndependent ConsultantCassidy Consultants

Under Armour---Over or Under?

May 21, 2009

Analysis of:Under Armour is Everywhere | www.fool.com

Under Armour has been the darling athletic stock of this decade.  The big question now is if they can keep the momentum rolling.  Are they the real deal with a tremendous future, or have we seen the best of them? The article posted on the Motley Fool site paints a very positive picture.  Is the premise for prosperity warranted? My analysis will focus on some of the key reasons I feel UA is at more risk than suggested by the writer of this article.  

Home Depot and Customer Service haven't gone together for awhile

May 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:Home Depot Retrains Cashiers, Shelf Stockers in Turnaround Push | www.bloomberg.com

1) Home Depot from it's inception using skilled associates 2) Service became a lower focus as they grew 3) Focusing on being a retailer again is good long-term strategy

Retail Targeted Marketing is A Blessing for North American Supply Chains

April 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:CPG matters: Frito-Lay's Plan - Attract Female Shoppers With New Products in Redesigned Snack Aisle | www.retailwire.com

According to the CPG Author, some retailers are implementing targeted marketing best practices at select retail outlets.  If successful and widely adopted this could create a breakthrough similar to bar coding or RFID technology for retail manufacturing supply chains. 

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