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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.

Dollar Stores have the Blueprint for Profits in Current Economy

February 23, 2009

Discounter Dollar General lifted by downturn in US | www.retail-week.com

1) Value oriented retailers like dollar stores will experience growth vs Competitors 2) "Cash is King" for the Middle and Lower Middle Income Households 3) "Value" pricing and Large Store Count Means convenience for consumers  4) Other sectors should benefit from downturn, Auto Parts, Rent-to-Own among big potential winners.

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.

Soluble or Instant - This New Coffee is a Revenue, Not Brand, Driver

February 17, 2009

Starbucks Takes Plunge Into Instant Coffee | online.wsj.com

1) Instant Coffee has downscale Connotation in US 2) Does it Cheapen experience of Barista-Brewed beverages 3) Is the "Starbucks" Coin-op machine next?

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.

McDonald’s is a chain for the times

February 3, 2009

McDonald’s Profit Falls as U.S. Dollar Hurts Sales | www.bloomberg.com

1) McDonald’s Global reach and Marketing muscle will allow increased share   2) Both operating profits and Revenues will continue to grow.   3) The “Wal-Mart” of Fast feeders – low-cost and well-run  

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.

How Much Should a Good Cup of Coffee Cost?

February 2, 2009

Starbucks cuts jobs and stores | www.theappointment.co.uk

1) Starbucks overexpanded store count 2) Product quality became spotty as chain grew; service level stayed high 3) Other players "Upped Their Game" in the coffee sector  

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.

Rental Car Firms Caught in between Two Tough Realities

January 30, 2009

Rental-Car Firms Seek a Bailout | online.wsj.com

1)  The Public is traveling less in the current economic climate 2)  Auto values and lack of credit are freezing used car market values 3) Holding onto rental fleet cars longer only short-term fix

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 Cuts: Getting Back to Core Business Good Idea

January 30, 2009

Home Depot Will Cut 7,000 Jobs, Exit Expo Division | www.bloomberg.com

1) Home Depot has been "De-conglomerating" itself since Nardelli departure 2) Back to "Category leader" business model instead of trying to be next GE 3) Emphasis on core DIY business, better service will yield dividends down the road  

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.

Goodwill Writedown on Macy's purchase of May makes sense

January 20, 2009

Macy’s Goodwill Writedown May Speed Stock’s Spiral | www.bloomberg.com

1) Macy's admits it overpaid for May merger 2) Why was goodwill valued where it was, when Macy's plan was to change all the regional nameplates to Macy's? 3) Do it now; make the move while reduced investor expectations are in place.

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.

Circuit City Management is Finally in a Hurry

January 15, 2009

Circuit City Seeks Court Permission to Hold Auction | www.bloomberg.com

1) Circuit City is pushing Court to move very quickly 2) Threatening they be forced to "Liquidate" if auction isn't approved. 3) Is this about recovering shareholder value or a "fire Sale" so it's over for current management team?

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.

Hertz Would take on Additional Risk if they start Hedging Fuel

January 14, 2009

Hertz Looks Into Fuel Hedging to Lock In Prices, Control Costs | www.bloomberg.com

1) Fuel Costs are an easily passed-though item to the consumer 2) Hedging increases potential losses in exchange for incremental expense control 3) This is an unnecessary complication to a straightforward expense model

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.

Down Only Slightly, Retail Volumes Mask Markdowns Damage

January 8, 2009

U.S. Retail Sales Fell 0.8% in Week After Christmas | www.bloomberg.com

1) Big Markdowns mean it took additional goods to get to volumes. 2) Sales Weakness through the month kept encouraging more markdowns 3) Consumers aren't going to pay full price for goods in this environment.

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