As I just noted in my last post on Tilly’s and expect to note as I get to other retailers, the teen market is sort of lousy right now. People seem a bit perplexed as to why it’s fallen so hard, but I believe it’s as simple as a lack of money and jobs for teens. […]
A & F’s Annual Report: Like Other Teen Retailers, But Not. Read More »
There is getting to be a certain sameness to all the reports I read from the retailers in our space. It’s not that Tilly’s has done anything bad, though their results aren’t good. It’s just that we seem to be in an environment where it’s hard to do something really distinguishing as a retailer. Tilly’s store numbers
More of the Same: Tilly’s Annual Report Read More »
I went to the Snowboard Industry Conference. I had fun. I learned stuff. I talked to people. I drank beer. I made a speech. Uh, I made the speech before I drank the beer just to be clear. During that speech there were three pieces of information I want to pass on to you. It’s not that the rest of the speech
The Economy, Value of Brands, and Relationship between Brick and Mortar and Online Read More »
PacSun’s 2013 fiscal year ended February 1, 2014, and that’s the year we’re discussing here. You can review the 10K yourself here. I’d like to start with CEO Gary Schoenfeld’s mention in the conference call of the “…four key pillars of our overall strategy.” They are, he says: “…our commitment to showcasing distinct brand identities derived from the
PacSun’s Annual Report and Quarter: Improvement, But More Needed Read More »
Intrawest recently filed their first public report since going public. You’ll remember that they did an initial public offering (IPO) as a way to restructure their balance sheet after the real estate market for mountain properties collapsed. I wrote about that here and here. Fortress was the company that owned most of Intrawest’s debt. Now that the debt has
Intrawest’s First Quarterly Report Read More »