Tribute to Georges Yared: Jimmy Page, Led Zeppelin and Listerine09/09/08
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Filed under: Rants and ravesEditors Note: Today we learned that Georges Yared, one of our most impassioned bloggers, died suddenly on Sunday, September 7, 2008. He was 53.Georges was a brilliant investor and an insightful commentator on many companies. He loved Starbucks, Apple and discovering the 'n...
YUMCMGAds Gone Bad: The Taco Bell Chihuahua09/06/08
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Filed under: Consumer experience, Marketing and advertising, Chipotle Mexican Grill'A' (CMG), Yum Brands (YUM)This post is part of our Ads Gone Bad series. Share your thoughts and memories of this ad in the comments, and be sure to check out our other posts on marketing gone wrong.
Restaurant giant Y...
McCain's lower taxes policy or Obama's handout program?09/02/08
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Filed under: Conventions and conferences, Presidential electionsRight here, in my hometown of Minneapolis-St.Paul, the Republican National Convention is set to begin. The hotels, restaurants and bars are abuzz and a table for four is a tough reservation to secure!
The convention has been tempered dow...
DELLHPQOnce again: DELL is a sell08/29/08
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Filed under: Earnings reports, Forecasts, Bad news, Apple Inc (AAPL), Dell (DELL), Hewlett-Packard (HPQ), Stocks to SellI have been following Dell (NASDAQ: DELL) since its 1988 IPO. No question, this was a mega-gamechanger company for years. The vision of Michael Dell creating this company from his U...
TMGMAuto makers want $50 billion!! Why not $100 billion?08/25/08
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Filed under: Rants and raves, Competitive strategy, Ford Motor (F), General Motors (GM), Toyota Motor Corp. (TM)'Tis the election season of 2008 and any industry in a mess has exactly two months to make its case and claims to a beneficent US Congress. Who, after all, wants to harm or neglect the alre...
DELLSBUXStarbucks' Howard Schultz: Wake up, you're closing the wrong stores!07/14/08
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Filed under: Consumer experience, Competitive strategy, Starbucks (SBUX) Starbucks' (NASDAQ: SBUX) Howard Schultz came back to the CEO role in late 2007 to hopefully rescue the once great concept he has so passionately developed since the 1980s. Fair enough. Could this be the second coming of Steve ...
MCDSBUXStarbucks: The Next McDonald's07/03/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Starbucks (SBUX), McDonald's (MCD), Stocks to BuyI'll admit the headline is a bit deceptive. On one hand McDonald's (NYSE: MCD) has seen a resurgence in its business and frankly, the shares have done very well. In fact since McDonald'...
CCDELLThe next Sony is Vizio06/29/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Dell (DELL), Wal-Mart (WMT), Sony Corp ADR (SNE), Circuit City Stores (CC), Sears Holdings (SHLD), Costco Wholesale (COST)This post is part of my series featuring established companies and the smaller, more aggressive or innovative ri...
BJRIThe next Applebee's is BJ's Restaurant and Brewery06/29/08
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Filed under: Forecasts, Products and services, Consumer experience, Competitive strategyThis post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
Applebee's is the largest casual dining restaurant chain in t...
GPSThe next Gap Stores is Zara06/29/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Gap Inc (GPS)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
San Francisco-based Gap Inc. (NYSE: GPS) has seen its fair share of h...
FREDWMTThe next Wal-Mart is Fred's06/28/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Wal-Mart (WMT)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
With over 4,000 stores in the United States ranging from warehouse-c...
GOOGMSFTThe next Facebook is LinkedIn06/28/08
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Filed under: Forecasts, Deals, Consumer experience, Competitive strategy, Google (GOOG), Microsoft (MSFT), EntrepreneursThis post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
I remember way, way back to N...
MCDCMGThe next McDonald's is Chipotle Mexican Grill06/28/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, McDonald's (MCD), Chipotle Mexican Grill'A' (CMG)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
The most impressive game-changer ...
GOOGRIMMThe next Apple is ... Apple06/28/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Google (GOOG), Apple Inc (AAPL), Motorola (MOT), AT and T (T), Nokia Corp. (NOK), Research in Motion (RIMM)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may e...
MERSCHWThe next Merrill Lynch is Charles Schwab06/27/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Charles Schwab Corp (SCHW), Merrill Lynch (MER)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
The expression was good for decades...
TMGMThe next Toyota is Ford06/27/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, Ford Motor (F), General Motors (GM), Toyota Motor Corp. (TM), Boeing Co (BA)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
This ma...
UANKEThe next Nike is Under Armour06/27/08
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Filed under: Forecasts, Consumer experience, Competitive strategy, NIKE, Inc'B' (NKE), Under Armour'A' (UA)This post is part of my series featuring established companies and the smaller, more aggressive or innovative rivals that may eventually succeed them.
"From sea to shining sea" aptly describes ...
A must read book by Wall Street legend Gene Marcial04/28/08
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Filed under: Good news, Insiders, Define investing, Books, Personal financeGene Marcial has been writing the legendary column "Inside Wall Street" for Businessweek for the past 26 years. Gene has taken the collective wisdom and knowledge he has accumulated over the decades and written a brilliant boo...
XOMGEGE: Time to Spin-off the Parts04/13/08
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Filed under: Forecasts, Bad news, From the boards, Competitive strategy, General Electric (GE), Exxon Mobil (XOM), Black Friday
General Electric (NYSE: GE) not only disappointed Wall Street investors this past Friday with its horrible results, but shocked investors as CEO Jeffrey Immelt gave the "al...
MCDSBUXMcDonald's vs. Starbucks: Let the games begin04/08/08
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Filed under: Consumer experience, Competitive strategy, Starbucks (SBUX), McDonald's (MCD), Stocks to Buy The coffee wars are starting to get interesting.
Lately, Starbucks (NASDAQ: SBUX) has felt a few sharp elbows from burger giant McDonald's (NYSE: MCD). Starbucks is a story "in transition," wit...
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