P&G needs drain clean the businesses are clogged up. “P&G cuts its earnings guidance, lowered its outlook which is worrisome sign,especially after P&G reported The and s string of weak results What happened? They are in hyper competitive markets. They either did not know it or did not know what to do. They did not know [...]
Diagnosis: GMCR can not over come the following; mismanagement, missed opportunities, intellectual deficits, margin erosion, deep pocket competitors, stuck. Guiding Policy: re-think, reinvent, revitalize, restructure. restock talent. reduce risks. create raving consumer. Prescription: Divest. Partner. Outsource. Identify buyers. Identify alliances. Buyers: The Coca-Cola Company, The Pepsi-Cola Company, Nestle, Starbucks, Private equity firms, Unilever, McDonald’s, [...]
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 [...]