Mr. Roger Davidson

GLG News by Mr. Roger Davidson, Chief Operating Officer

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.

Is Wal-Mart Rollback a Rollover?

June 4, 2010

After four consecutive quarters of ID sales declines Wal-Mart management decided to take the initiative and fight back with a new more aggressive rollback program. Beginning the week of April 26, the last week of Wal-Mart’s first fiscal quarter, consumers and competitors began to get a look at a distinctly different Rollback (what I call a Rollover) program.

John Being a Leader!

August 7, 2009

Analysis of:Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand and WFMI rebounded to a third quarter that propelled the stock to $29/ share.

Time to Reposition Hills

August 2, 2009

Analysis of:Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

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