GLG News by Asphalt Experts

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

McDonalds: Solid for the Long Run

January 30, 2010

US Sales Continues to Weigh on McDonald's | www.nytimes.com

1) McDonald's Profit is up VS last years Quarter 4 in a difficult environment2) Discounting by other chains feed into a "Value War" McDonald's is likely to win3) McDonald's is positioned for long term revenue and profit growth

Keith Jones, President

Keith JonesPresidentMaterial Advisory Group, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Construction Materials Industry Has a Long Road to Recovery

November 25, 2009

Falling aggregates and cement sales points to deeper recession | www.cnplus.co.uk

The United States construction materials industry has likely finally hit bottom, but the ride down has taken its toll. Industry players in cement, ready mix, aggregates, asphalt and contracting are operating at a fraction of their usual total capacity. Stimulus funds have not flowed fast enough to be of any true benefit this construction season and the majority of these funds will rollover into 2010. The upcoming seasonal lull will have a continued negative impact on revenues and profits.

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

New Burger King Restaurant Design Continues Competitive Differentiation

October 19, 2009

Burger King's New Restaurant Design | adage.com

1) Burger King isn't a big "Value Menu" player2) Tries to differentiate itself through flavor and selection3) Unit allows for more upscale uses that QSR's are taking on in recession

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Coffee Wars: Starbuck Moves into Alcohol

July 30, 2009

Starbucks experiments with wine, beer | www.denverpost.com

1) Starbuck's forays into Instant coffee and alcohol do not build the brand 2) Avoiding a Menu overhaul with more food 3) Fast Food Chains are challenging them on Coffee

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fast Food is a Recession Beater for Families

July 28, 2009

Fast Food Fading? | www.forbes.com

1) Fast Feeders branching into less "Traditional QSR" Fare 2) Chains looking to upscale ticket 3) Can entertain a family inexpensively

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Home Depot Refocuses On Retailing

June 11, 2009

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

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Starbucks asking for Rent Reductions Good First Move

June 1, 2009

Starbucks Pushing Landlords for 25% Cut in Cafe Rents | www.bloomberg.com

1) Cost reductions pay off every month over term of lease 2) Opportunistic or readying for Market Share battle? 3) Cost Reduction good Defence, what about adjusting to competition.

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Costco is Rock Solid for the Long Run

May 28, 2009

Costco Net Falls on Litigation, ‘Higher-Ticket’ Sales Decline | www.bloomberg.com

1) Costco's results impacted by Litigation settlement 2) Fuel Price declines drove revenue Dip 3) Still a Great Retailer

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Refiner's Share of Carbon Emissions Credits is Meant to Dampen Fuel Demand

May 26, 2009

Oil Refiners Predict Higher Gas Prices | online.wsj.com

1) Refiners paying for transports share of Carbon output is "De Facto" Emissions tax 2) Higher Carbon Emissions share on Refining, an efficient part of energy supply chain, seems counterproductive 3) Refiners paying price for auto makers lack of progress on efficiency and emissions?

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

May 21, 2009

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

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