Archive for December, 2010

Green Mountain Coffee

December 10, 2010

GMCR has lowered its estimates for 2011 after the stock took a 10% haircut. GMCR was supply side driven and short term. The company recorded remarkably results. High multiples. Stock explored. The stock could not sustain those multiples. The company has an opportunity begin again. GMCR needs to take a crash course in marketing. The [...]

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Brand Deposits And Withdraws

December 9, 2010

The responsibility for increasing brand deposits rests with management. In 2010 there have been more withdraws than deposits. Managers have overdrawn their checking accounts. The withdraws were used for discounting the brands. When the discounts drop, managers run to the brand bank and withdraw more funds. Whether brand managers like it or not, there is [...]

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Ten Problems Business Leaders Face in 2011

December 1, 2010

Business will face ten problems so pervasive that they can seem insoluble: Instability is the new normal Asset cycles will surpass everything previous experienced Perfect competition Margin erosion Marketing deficits No sustainable competitive advantages Half life of core competences Hyper-competition No trust means no profits Some of these problems are hard to solve, but they [...]

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Posted in The Future | No Comments »