GLG News by Experts in the Leisure & Lodging Council and Automotive Council

Terrell Alger, Retail & Restaurant Consultant

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy 
          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.

DineEquity focus goes from Applebees to Ihop

May 23, 2011

Slumping sales at Ihop made DineEquity focus back on their sister brand as Applebees shows improvement. Applebee's comparable store sales was driven by ongoing marketing and operational initiatives and new menu offerings. Same store sales +4.3% also benefited from the Easter day shift and remained positive for three consecutive quarters. IHOP's domestic system wide same-store sales results dipped 2.7% during the quarter due to lower traffic and failure of the limited time offer promotion.

Terrell Alger, Retail & Restaurant Consultant

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy 
          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 Causal Restaurants Invading Full Service's Territory

May 23, 2011

Fast casual chains are looking to improve the experience at their restaurants with flavors of full service.Is this going to be the trend for the future, or is this just a test phase.

Terrell Alger, Retail & Restaurant Consultant

Terrell AlgerRetail & Restaurant ConsultantTerry Alger Consultancy 
          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.

Don't Let The Establishment Retire Ronald McDonald

May 18, 2011

McDonald's under pressure to fire Ronald | online.wsj.com

Listen everyone,Let's make the parents responsible for their children being overweight and hold them accountable and quit blaming someone or something else.Ronald McDonald is an American icon and is known for the millions and miilions of dollars it raises for charities and we need to keep this icon alive and stop listening to parents who can't say no to their children. This is utter nonsense and needs to stop!!!

Roberto Dolci, Chief Information Officer & Director Customer Care

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA 
          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.

Time to go shopping in Italy

April 26, 2011

Italy to place cap on solar subsidies | www.powergenworldwide.com

The debate in Italy as to how much and how to reduce feed-in-tariffs is proving a lengthy and difficult exercise. One net and immediate effect is the hindrance and almost stop on a number of business cases and investments, that is now affecting all companies in the renewable sector.This provides for some decent opportunities for acquisitions.

Chicke Fitzgerald, Chief Executive Officer

Chicke FitzgeraldChief Executive OfficerSOLUTIONZ HOLDINGS 
          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.

Travel Industry impact of Google's acquisition of ITA Software - Market maker?

April 19, 2011

Google Seals ITA Deal; Larger Antitrust Review Looms | www.foxbusiness.com

In any retail business, when you are able to control or influence consumer behavior, your ability to dominate a particular product or service category increases exponentially.  Google controls 64.9% of search traffic.  That is market control by any measure.  Add to that the ability to take simple queries for the most common of all online activities - travel planning and intervene with recommendations versus pure search results - and you have the making of a market maker in the travel industry.

Roberto Dolci, Chief Information Officer & Director Customer Care

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA 
          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.

Manufacturing is key to sustained local development, not a temporary measure

April 3, 2011

Manufacturing in U.S. Expands at Close to Seven-Year High | www.bloomberg.com

The recent surge in manufacturing in the US is often presented as a temporary response to stock replenishment.Quite to the contrary, it is quite evident manufacturing is growing for more long-term considerations, ultimately the conclusion that this is the sector that best sustains local economy and job creation.

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011

March 14, 2011

The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth

March 13, 2011

China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

Understanding the Low Prices of the Rare Earths in China Itself

February 27, 2011

Li Gang, Deputy Gov. of the Peoples Bank of China said on Sat, Feb 26,2011  “In addition to boosting the flexibility of the yuan exchange rate, China also should adjust resource prices to address imbalances,” he said, “as many resources are still traded in China at below their natural prices[ Emphasis added by me]. China also should boost wages and social benefits to lift consumption, step up its enforcement of environment regulations and undertake other structural reforms to address imbalances.”

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

Why Toyota and Daimler Looked At And Passed On Tesla

February 26, 2011

It is far cheaper for Global 1000 manufacturers to pay technology developers for a look-see at their wares than to try and develop tens of thousands of even good ideas in-house. Toyota and Daimler follow this rule of limiting their costs on reserach and development.For this reason, primarily, they both paid some money or, in the case of Toyota, gave a discount to Tesla for a look at its battery use technology.Neither one seems to have been impressed.The pump and dump press has ignored this.

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