August 2017

As the Trade Show Proposition Changes, Would You Want to Own More of Them? Emerald Expositions’ Quarterly Results

As you probably know, Emerald Expositions (EE) is the owner and manager of Surf Expo, Outdoor Retailer, and now what was formerly SIA’s Snow Show.  Overall, they operate over 50 shows as well as other events.  They’ve grown by acquisition, and expect to continue to do so.  Their shows are in many industries and include […]

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To Have or Not to Have Stores; That is the Question. Deckers’ June 30 Quarter

The 10-Q reads this way: “…in light of the recent and continuing changes in the retail environment, we also believe it is prudent to further reduce our global brick and mortar footprint. We expect to continue to reduce our footprint through a combination of store closures and the conversion of owned stores to partner retail

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Advantage Big Guys with Solid Processes and Cash Flow: VF’s Quarter

Before I dive too deep into the financial weeds, let’s look at VF’s overall strategy as explained by CEO Steve Rendle and Chief Financial Officer Scott Roe in their conference call discussing the results for the quarter ended June 30, 2017. Strategy Stuff Steve: “…while we expect the retail landscape to remain uncertain, we will

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One More Comment on Trade Shows, A Perspective On the “Outdoor” Industry, and Articles on Retail.

Trade Shows Trade shows were created to bring buyers and sellers, that is brands and retailers, together to do business.  Everything else that goes on at trade shows, beneficial as it may be, has been secondary to that goal. But there are fewer smaller retailers and fewer retailers overall.  The consensus is that the number

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