December 2015

SPY Ceases to be a Public Company

SPY filed a form 15-12G with the Security and Exchange Commission on December 11th. The press release that accompanied the filing stated, “As a result of this filing, the Company ’ s obligations to file certain reports with the SEC, including annual, quarterly and current reports on Form 10-K, Form 10-Q and Form 8-K, respectively,

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Perspective from Zumiez’s Conference Call on the Retail Environment. Oh, and Their Results for the Quarter.

As with most industry retailers, it’s not exactly a great time for Zumiez. Their October 31st quarterly numbers were disappointing. We’ll talk about those. But I want to spend most of this discussion on where, exactly, Zumiez’s is in the market and how CEO Rick Brooks describes and projects what’s happening in retail. The funny

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Abercrombie & Fitch’s October 31 quarter; Will it Be Enough to Try the Same Things as Everybody Else?

A&F (owner of the Hollister brand) had a pretty good quarter. I’m thrilled that their sales fell a bit and want to start by reminding you why I’d think like that (though they tell us it was mostly caused by exchange rates). Here we sit over retailed as an industry and a country with a

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