Contributing Member of the Consumer Goods & Services Councils

Names and details of certain GLG News authors are available only to GLG Clients and Council Members. GLG News authors are subject-matter experts within the GLG Councils and are available for expert consulting - by phone, in-person, or written analysis. To find out how to become a GLG client or Council Member, click here.

GLG News by this Author

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Be Wary of Big Food Companies Trying to Impress The Street with Acqusitions

June 22, 2009

Analysis of:Sara Lee May Mull Acquisitions to Drive Food Growth | www.bloomberg.com

Sara Lee says they want to buy some new businesses at the same time they are cutting $250MM from costs. Their main complaints are about their stock price.

Outlook for Walmart

June 22, 2009

Analysis of:Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments | seekingalpha.com

In aggregate, shoppers will not stay overly thrifty when times are better, but Walmart is using this time to improve their merchandising and their place in customers' lives. They have a strong hand. Many of their competitors are not moving ahead in merchandising during this recession. Walmart is. Walmart's performance outside the US is more important than the US in terms of contribution to their long term growth.

Page : 11 to 2 of 2

Subscribe to Updates

By RSS