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Louis BilkaPresidentCommunications Two Group 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.

Selling Magazine Subscriptions on Mobile Devises

May 10, 2011

Condé Nast to Sell Subscriptions on iPad | www.digidaydaily.com

This analysis deals with the use of mobile devises to sell magazine subscriptions, changes in revenue models, the good and bad points of going after this type of audience.

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 !

James MeyersChief Executive Officer Alpha Media 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 Multichannel Cord Cutting Mystery

February 8, 2011

Hulu Reworks Its Script as Digital Change Hits TV - Hulu Online Cable Move? | online.wsj.com

1. To what extent does the "cord-cutting" phenomenon present a credible threat to the pay TV industry; or has the trend been oversimplified, overhyped and overstated.2. The digital terrestrial transition of 2009 drew many former over-the-air only viewers into the pay TV fold as the multichannel players, such as Comcast, Time Warner Cable and DISH, offered great incentives.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting 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.

Kellogg's Leadership in the Cereal Market Under Attack

October 28, 2010

We are what you would call a heavy user household for the cereal category .With 4 teenage and junior high school kids what could be easier on those busy Monday through Friday mornings than a quick bowl of cereal. It’s convenient, nutritious and tastes good. The adult brands like Special K and Fiber One also work well for Mom and Dad.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting 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.

Coffee Market Competition Remains Hot

October 20, 2010

Americans love their coffee and despite rising prices the love affair continues. Americans consume over $45 Billion dollars worth of coffee every year. Retail coffee shops like Starbucks drive most consumption but foodservice locations (offices, hotels, schools, restaurants) and the supermarket and grocery channel also drive strong sales. Despite a fickle and price sensitive consumer, coffee consumption continues to grow. As one would expect competition remains intense with ever growing crossover of retail brands (Starbucks, Dunkin Donuts, Caribou, Peets) into the home and foodservice channels.

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.

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