My favorite part of a Zumiez’s conference call is when CEO Rick Brooks apparently decides the analyst has asked the wrong question or doesn’t quite understand the implications of what’s been asked. Two plus pages of transcript later, sometimes ably supported by CFO Chris Work, we may have forgotten the original question, but we’ve always […]
Zumiez’s Annual Results; And Tales from its Conference Call Read More »
I’ve spent some time on VF’s 10-K filing for the year ended December 31, 2017. It was a thought provoking read (yes, I know I’m the only one who would say that about a 10-K) that left me thinking about how VF tries to derive its competitive advantage. There are some lessons in it for
VF’s Management Process and Strategy: Thoughts on Their Annual Report Read More »
Globe’s report for the six months ended 31 December 2017, as usual, gives us very little information. The only 17 page report makes just one incomplete mentions of their brands and tells us exactly nothing about how any of them are doing individually. Perhaps I’ll start by reminding you of their brands. They own are
Revenues Flat, But Strong Bottom Line Performance; Globes Half Year Results Read More »