Billabong published its results for the year ended June 30th last week. The headline numbers (all numbers in Australian dollars) are revenue from continuing operations of $1.10 billion and a net loss after tax of $23.7 million. The numbers for last year (pcp- prior calendar period) were revenue of $1.06 billion and a profit of […]
The Future Isn’t Here Yet: Billabong’s Results for the Year Read More »
Here I go again- telling you stuff I think you need to know but that’s kind of unpleasant to hear. I’d love to help you ignore it (come to think of it, I’d love to ignore it too), but it’s just not in my DNA.
Some Perspective on GDP Growth Read More »
This is the first earnings release and conference call since Dave Powers, who was previously President, took over as CEO from Angel Martinez at the end of May. He steps into the position at a time when Deckers, as well as other brands and retailers, are suffering from general economic conditions and the continuing growth
Deckers’ June 30 Quarter; Continuing Problems with Sanuk Read More »
Skull filed its 10-Q for the June 30 quarter on August 9th. As you are probably aware, there are a couple of dueling offers to take the company private out there. At this point, I’d be surprised if they didn’t end up private- I’m just not sure of the price or who the owner will
Skullcandy Files It’s 10-Q in the Middle of Going Private Read More »
After the results we’ve seen from VF in previous quarters and years, this quarter’s can only be characterized as disappointing. Just goes to show you how difficult the market is right now. They’ve got lots of company. Total revenue rose just 0.75% to $2.445 billion. VF ended the quarter with 1,461 brick and mortar stores
VF’s June 30 Quarter: It’s Not Easy Out There for Anybody Read More »
You know, I always try to write things that identify a valuable business lesson. The valuable business lesson here I guess is do what Vail did. While I think there are a couple of interesting industry considerations, I can’t strategically fault this deal. Vail by no means got a great deal with a price of
Vail Buys Whistler; A Good Deal For Everybody? Read More »
Just what kind of company is GoPro exactly? Well, obviously, in spite of its recent difficulties, it’s a huge success. How else can you characterize a founder and a company that recognized and created a new market, took the lead in it and built a billion-dollar business? But having accomplished that, it now has to
GoPro’s Quarter: Tactics VS Strategy Read More »
Branding, they tell me, is all about building a relationship between a customer and a brand. That customer, theoretically, will have a bias towards your brand that encourages less consideration of alternatives, more purchases and, hopefully, less price sensitivity. That’s the theory anyway. It was, most of us would probably agree, a pretty good theory.
The Potential Downside of Successful Brand Building in an Online World? Read More »