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Brad SaulPresidentPrime Access

Why Radio Companies Should be Private Not Public

November 28, 2007

Analysis of:October Radio Revenues Down 7% | publications.mediapost.com

Radio can no longer afford to serve 2 masters- Wall Street investors and its core audience.

Rick SheaPresidentShea Marketing Consulting Inc.

Who Will Buy Wonder Bread ?

November 8, 2007

Analysis of:Twinkies Baker Opens Door To Bids | www.reuters.com

The recent article on Interstate Bakeries bankruptcy hearings now officially puts the company in play.IBC struggling from high plant and route costs and the unprecedented rise in flour costs has been attempting to emerge from bankruptcy.IBC Management has stated that their proposal values the company at  a value of at least $580mm.Yucaipa and Bimbo (Mexican bread retailer and owner of the Oroweat brand) have formed a group to propose an alternative deal.The result has been to effectively put IBC up for sale to all competing companies.

Rick SheaPresidentShea Marketing Consulting Inc.

Ralcorp to Purchase Post cereals ?

November 5, 2007

Analysis of:Kraft Near Deal to Sell Post to Ralcorp | biz.yahoo.com

Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label sales.The losers will be Malt-O-Meal and Quaker as both brands will be under further pressure in a consoildated category.  For Kraft Foods it means their divestiture strategy will speed up and provide them additional dollars to pursue acquisitions.Kraft's growth startegy is predicated on shifting their portfolio to focus on more international growth and focusing on the key snacks,beverages and possibly confections in markets outside the US.

Rick SheaPresidentShea Marketing Consulting Inc.

Are All Food Companies Hostage to Commodity Prices in 2008 ?

November 2, 2007

Analysis of:Kellogg's 3Q profit up,warns on 2008 | biz.yahoo.com

Wheat prices are up 100% in 12 month's. Dairy prices continue to climb, increasing the costs of most food manufacturers.Is this a temporary phenomenon or is food inflation here to stay ?  Both Kellogg's and Kraft have provided disappointing guidance in the last few weeks blaming wheat and dairy along with other commodity prices as the chief culprits.Does this mean all food companies will underperform for the next year or two ? What companies are best positioned to withstand the increasing cost pressures ?

Brad SaulPresidentPrime Access

Why Google Radio may be one in the worst things to happen to terrestrial radio?

October 29, 2007

Analysis of:Google Pays Advertisers to Use Audio Ads | publications.mediapost.com

Loss of inventory control can lead to lower revenues.

Rick SheaPresidentShea Marketing Consulting Inc.

Can food companies survive the large increases in commodity costs ?

October 24, 2007

Analysis of:Kellogg's downgraded by Citigroup | www.marketwatch.com

Commodity cost increases (wheat,corn,oil,sugar) are causing havoc with food and CPG companies bottom lines.The significant upward pressures of wheat (+100% latest 12 months) specifically impact all cereal,baking, pasta and many other food companies profits. The key questions surrounding these increases include: 1) Are companies able to take pricing to offset this increase in costs? 2) What companies will benefit the most and be hurt the most by rising commodities ? 3) What impact will it have on consumer sales if companies pass through the cost increases? 4) What % of their total P & L is tied to commodities and can they offset the increases with savings and productivity in other places ?

Rick SheaPresidentShea Marketing Consulting Inc.

Will Wonder Bread Survive?

October 11, 2007

Analysis of:Interstate Bakeries Says Unions Only Looking Out For Their Own Interests | www.topix.com

Interstate Bakeries and its unions are locked in a negotiating stalemate  over employee jobs and compensation.Specifically, IBC's management is looking for job cuts and lower costs from the unions to make the company more cost competitive.The unions obviously are seeking to minimize impact on its members and disagree with IBC's strategic plan to reorganize the company.The results will likely determine if IBC can survive and exit bankruptcy.

Rick SheaPresidentShea Marketing Consulting Inc.

Where's Kraft Foods Volume Growth ?

September 14, 2007

Analysis of:Kraft Boosts Outlook | biz.yahoo.com

Kraft Foods has reported some progress in their recent quarterly earnings but the jury is still out on whether they can show sustainable sales and growth.Kraft has underperformed its food company peers over the last few years primarily because they have gotten away from what made them successful: new products and innovation and world class marketing.  If you look at what's been successful in the last few years in CPG food its been competitors & retailers embracing the natural & organic food trend and stronger focus on catering to the alternate channels (Walmart,Target,Warehouse clubs and even drug & convenience stores). Kraft has yet to devise a strategy that taps into these growing segments and growing customers.Until they do any volume growth will only be temporary and will be unsustainable. 

Paula PetersonPresidentCrown Luxury Consulting

Tiffany Makeover Better Than Takeover

July 30, 2007

Analysis of:Tiffany shares jump on takeover speculation | today.reuters.com

1.  Tiffany & Co. is one of the global leaders in the luxury jewelry space; the strategic direction in merchandising, marketing and store operations have proven the company has a strong and viable- business platform  2.  LVMH is a global leader in the luxury apparel/accessory space, but has not proven to understand or add shareholder value to pure players in the jewelry space ( eg: DeBeers retail stores)

Paula PetersonPresidentCrown Luxury Consulting

Keeping it Real: fake goods do not have to be ingested to be lethal

July 26, 2007

Analysis of:Counterfeits Causing Real Damage in Human Terms | www.retailwire.com

1.    Counterfeit goods have been a virus on the global economy by fueling the gray market 2.    Counterfeit goods give rise to substandard working conditions and the employment of child labor 3.    The lack of consumer concern and willingness to purchase counterfeit luxury goods may have contributed to the recent surge of counterfeiting across multiple categories.

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