August 2010

Billabong’s Annual Report; Why Their Retail Strategy is a Match to the Economic and Industry Environment

Billabong

Billabong’s annual report and associated documents released around it contain a wealth of information. Some of the questions asked by the analysts in the conference call, and the answers provided, were particularly interesting. But equally important, there are some insights into general market conditions, the evolution of the retail environment and issues with Chinese production. It’s a lot […]

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Orange 21’s (Spy Optics) June 30 Quarter; What Doesn’t Kill You Makes You Strong

Spy

Orange 21 turned a profit of $408,000 in the quarter ended June 30 after losing $254,000 in the same quarter last year. For six months, a loss of $1.058 million was reduced to $529,000. For the quarter, they did it by increasing sales 4.5% and increasing their gross profit margin from 45.9% to 57.8%. And they did it

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I Wonder if PacSun Might Carry Hard Goods; And What Would Zumiez Think?

Pacific Sunwear (PacSun)

Just for a moment, hypothetically, let’s think about PacSun’s turnaround strategy, whether it might make sense for them to start carrying hard goods, and how other companies might react. PacSun’s Strategy That PacSun is in the middle of a turnaround is hardly disputable, if only because their management has characterized it that way. And in my

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