GLG News by Print Advertising Market Experts

Cyrus BulsaraPresidentProfessional Consultants & Resources

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.

Rick SheaPresidentShea Marketing Consulting Inc.

Food Industry Mergers To Rise In 2011

September 7, 2010

Analysis of:Food Industry Mergers To Rise in 2011 | seekingalpha.com

Competitive activity remains intense,interest rates are ridiculously low and shoppers are more price sensitive than ever before. These factors will lead to further food industry consolidation in 2011. This is the first of a series of articles on potential merger or acquisition candidates for the supermarket industry. Think of it as fantasy football for the food industry. Some players go for a high value others are acquired on the cheap.In this part we will tackle the food retailers. Folks like Walmart ,Target and Kroger get the most news but many smaller retailers will need to continue to drive cost savings through mergers. The food retailing industry remains driven by actions of the consumer and the consumer is telling them they want better costs with great quality. This has led to food products being sold in all channels of trade. The food industry major retailers are classified into eight major types:Traditional Supermarkets: Kroger,Safeway,Super ValuMass Merchandisers: Walmart,Target,MeijerClub Stores :Costco,Sam's,BJ'sDollar : Dollar General, Dollar Tree,Family DollarDrug : CVS,WalgreensConvenience : 7-11,WawaNatural and Organic : Whole Foods,Trader JoesExtreme Value : Aldi,Save A-LotOne of the leaders in growth has been the dollar store industry with its ever expanding selection of food and consumer packaged goods. This has put pressure on traditional supermarkets like Kroger along with discounters like Walmart. Expect further consolidation in both traditional supermarkets and dollar stores.

Rick SheaPresidentShea Marketing Consulting Inc.

Nestle Is The New 800 Pound Gorilla In Frozen Food

May 31, 2010

Nestle's recent acquisition of the Kraft frozen pizza division makes them the dominant player in frozen foods. With the acquisition, they add such well known brands as DIGiorno, Tombstone and California Pizza Kitchen to their already powerful frozen entrees and snacks brands (Stouffers,Lean Cuisine,Hot Pockets) With sales of more than $5.6 B in frozen foods they are more than triple their next major competitor Conagra with sales of $1.8B.

Nigel CarrSenior Vice President--Director of Brand PlanningTHE CRAMER-KRASSELT CO

AT&T-the real issue: appalling customer experience--cool gadgets just a band-aid

May 16, 2010

Analysis of:AT&T Looks Beyond the iPhone for Growth | online.wsj.com

1) at&t has to make a massive investment to fix a totally inadequate wireless network.2) locking new iphone users into contracts which many are not satisfied with (due to their crappy wireless network) isnt enough to stem wireless customers losses. 3) the elephant in the room--a horrible dsl customer experience--they must be bleeding at a massive rate there. desperate attempt to get revenue: blame every failure on in-home wiring and charge customers for call-out without fixing the problem...

Richard HinePrincipalRichard Hine

The "Good News" About Newspaper Circulation: Down Only 9%

April 27, 2010

Analysis of:Like Newspaper Revenue, the Decline in Circ Shows Signs of Slowing | www.editorandpublisher.com

The rate of circulation declines in US newspapers is slowing, which these days is considered good news.

Rick SheaPresidentShea Marketing Consulting Inc.

Private Label Performs in a Tough Market

February 11, 2010

Analysis of:Short Stop Battle of the Brands | finance.yahoo.com

Recent earnings results by Ralcorp (RAH) and AIPC (AIPC) have been met with a positive response from investors. Both companies delivered improved earnings growth with flat volume pulled lower by price deflation. Of course, it doesn't hurt that the stock market has gone negative and defensive stocks like food companies are by their nature more in favor during tough economic times.

Rick SheaPresidentShea Marketing Consulting Inc.

Top Supermarket Trends For 2010

January 29, 2010

Analysis of:Top Super Market Trend for 2010 | www.seekingalpha.com

The Supermarket industry continues to provide a very tough competitive environment. Consumer pressure to drive value, quality, taste and nutrition in our food offerings requires strong companies with strong management teams to drive successful results. The consumer is calling the shots and voting with their grocery purchases. We have identified 6 major trends for 2010 that will drive the results of the major food manufacturers and retailers involved in the supermarket industry.

James MeyersChief Executive Officer Alpha Media

NBC Universal: Comcast’s Bargain Deal

December 3, 2009

Analysis of:Comcast, GE form new NBCU joint venture | www.telecompaper.com

The NBC U deal moves Comcast into the group of top 5 cable channel owners, alongside The Walt Disney Company, News Corporation, Time Warner and Viacom. The NBC broadcast network and its 10 owned and operated stations contribute a mere 10% of the new NBC U JV's pro-forma annual cash flow.

Gordon BorrellCEOBorrell Associates Inc

Mobile Advertising's Gold Rush

November 16, 2009

Analysis of:Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is definitely the new-new thing, but it sounds like the hype we heard when the Web was born as a graphical interface and banner ads started appearing in 1995. Be careful -- mobile advertising isn't going to produce overnight riches. For proof, look at your own mobile device. Where are they ads? And if you see any, tell me if they're prompting you to buy anything. Timing is everything, so before you jump in, read on.

Cyrus BulsaraPresidentProfessional Consultants & Resources

Unilever On the Prowl...Again !

October 1, 2009

Analysis of: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.

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