We review VF’s results because they own brands we are interested in. Same reason we review Jarden’s, PPR’s and other companies. But we rarely get much information on those brands because they are part of a larger segment by which the corporations represents its business. And, in the case of VF, we get literally nothing on Reef because […]
VF’s Quarterly Result; Why is it We Bother? Read More »
There are lots of public company quarterly reports I should be writing about, but I am going to step off that track and think, for a bit, the unthinkable. Or at least it was the unthinkable. But at this point the Eurozone seems to be moving towards two choices, either of which has huge implications for
What Will You Do When Your Greek Receivables are in Devalued Drachmas? Read More »
My favorite footnote in Skullcandy’s 10Q for the quarter ended September 30 is footnote nine and specifically the table on long term debt (Yes, I know it’s kind of sad that I have favorite footnotes). It shows no long term debt at the quarter’s end compared to $73.4 million on December 31, 2010. They raised $77.5 million
Skullcandy’s Strong Quarter; It’s Amazing What an IPO Can Do for Your Balance Sheet Read More »
I didn’t spot WeSC’s annual report until Shop-Eat-Surf did a story on it. Now, I’ve been through it. The Swedish approach is an interesting combination of a U.S. style annual report and our 10K SEC filings. I’ll start with a review of the numbers, but more interesting (I hope) will be a discussion of WeSC’s strategy and market
WeSC’s Annual Report; Numbers and Strategy Read More »
As you know, Jarden is a big, multi brand company that did $6 billion in its last complete year. They’ve got over 100 brands including Crock Pot, First Alert, Coleman, and Mr. Coffee. They also own K2, Ride, 5150, Planet Earth, and Volkl and that’s pretty much why we are interested in the company, though I think
Jarden’s September 30 Quarter And the K2 Rolling Stones’ Limited Edition Ski Collection Read More »