August 2018

Strategy, Housekeeping and the Numbers: VF’s June 30 quarter.

It’s interesting to review this recently released 10-Q, as it discusses VF before the recent announcement that they will spin off the jeans business as a separate public company.  With hindsight, you can see how their strategy would lead to that decision.  I’ll also outline the company’s change in their business segments and, of course,

Strategy, Housekeeping and the Numbers: VF’s June 30 quarter. Read More »

Big 5 Sporting Goods July 1 Quarter; Are They Addressing the Retailer’s Challenge?

Regular readers know I’ve had a pretty strong and, I hope, consistent opinion about how retail is evolving and what retailers/brands in our industry need to do.  Most recently, I wrote about it here.  It’s occurred to me that I should look at some new industry related companies to see how they are doing and

Big 5 Sporting Goods July 1 Quarter; Are They Addressing the Retailer’s Challenge? Read More »