GLG News by Cosmetics Experts

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Speculation over Reckitt Benckiser M&A

April 27, 2011

Speculation over Reckitt Benckiser M&A | www.cosmeticsdesign-europe.com

With the imminent departure of Reckitt Benckiser CEO Bart Becht, speculation is growing over a merger or acquisition bid. But a leading financial analyst believes anti-trust laws may throw a spanner in the works. With a new head at the helm, the company is more likely to be the target of either a merger with Colgate-Palmolive, or the subject of an acquisition by major players such as P&G or Unilever. Anti-Trust laws will not impede Unilever or Colgate-Palmolive !

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Avon Products Gains on Report That L'Oreal May Make Bid

October 12, 2010

Avon Products Gains on Report That L'Oreal May Make Bid | www.bloomberg.com

Bloomberg reports that Avon is up 8% on a possible bid from L'Oreal. All the synergies for integration could be tremendous, but L'Oreal has no experience in Direct Selling.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Sally Beauty Acquires Aerial..."And Another One Bites The Dust"

October 5, 2010

Sally Beauty Expands in Midwest With Aerial Buyout | online.wsj.com

Sally Beauty (SBH) Expands in the Midwest with Aerial Buyout. This makes Sally Beauty the dominant distribution house for Professional Salon and Pro-Beauty products all across the USA. L'Oreal's SalonCentric / BAI is no match for the dynamism and bold acquisition moves of SBH.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Zacks Haloween Costume for RGS - Regis Downgraded to UNDERPERFORM !

October 1, 2010

Regis Downgraded to UNDERPERFORM ! | www.zacks.com

Smart move by Zacks as Regis is Downgraded to Underperform.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever's Acquisition of Alberto...Potential Explosion of M&A activity

September 29, 2010

P&G Won’t Counter Unilever Bid for Alberto-Culver...BUT wants Beiersdorf / Nivea ! | www.businessweek.com

Unilever's bid for Alberto-Culver at $3.7 billion, may not set off competitive bids, but has the potential for setting off a chain reaction of explosive, high-powered, M&A activity in the CPG Toiletries & Cosmetics sector.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever (UN) on the Prowl Again...for Alberto-Culver (ACV)

September 26, 2010

Unilever in Advanced Talks to Buy Alberto Culver . | online.wsj.com

Unilever's Paul Polman is on the prowl again and in advanced talks to acquire Alberto-Culver per the Wall Street Journal.This is a match made in heaven for M/s Polman & Lavin.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

RGS: Regis - "Only Fools Rush In - Where Angels Fear To Tread"

September 24, 2010

Generally lackluster performance of all Consumer Goods & Services stocks on Wall St., has created great interest in RGS/Regis, after their announcement of a "strategic review" and a Chapter 11 declaration on the Trade Secret spin-off to Premier Salons.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Unilever On the Prowl...Again !

October 1, 2009

Unilever Plans to Buy Sara Lee Soaps for $1.9 Billion | www.bloomberg.com

After the last major acquisition of TIGI, the Tony & Guy Salon Products unit, Unilever seems to be making the right acquisition moves and is on the prowl for CPG/FMCG companies again.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

"Irrational Exuberance" on Regis

August 26, 2009

Feltl Upgrades Regis (RGS) to Buy, $20 Price Target | news.glgroup.com

Pure financial analysis supported by Conference Call analytics, for a company like Regis (RGS), without knowledge of actual market level factors may give a skewed view of the financial fundamentals and cause for "Irrational Exuberance" on Price Targets. Salon Industry cognoscenti and "Industry Expert" consultants like us, who make it our business to follow salon client habits and broad industry trends, sometimes see things very differently than some Wall St. analysts.

Cyrus Bulsara, President

Cyrus BulsaraPresidentProfessional Consultants & Resources 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.

Paul Polman's Shake-Up, Wake-Up Call at Sleeping Giant Unilever

August 20, 2009

Unilever’s Polman May Pass Old P&G Bosses With Cheap Margarine | www.bloomberg.com

Paul Polman, recently took over the helm at sleeping giant Unilever, and his dynamic, turn-on-a-dime, entrepreneurial spirit has already engaged Unilever's EU staff in getting busy. Polman, a Nestle and P&G alumn, has focussed his sights firmly, on getting ahead of P&G, especially in its own home territory - Europe. "Unilever may pass Nestle for the first time since 2001, and may sell more items annually than P&G, for the first time in at least five years"..tells the whole story.

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