February 2021

Deckers’ Solid Quarter: Your Retail Strategy Had to be Right Before There Was Ever a Pandemic

Deckers produced a strong result in their quarter ended December 31. I guess either because or in spite of covid. Probably both. Which is an interesting thing to say and I’ll have to explain it. Revenue rose 14.8% from $938.7 million in last year’s quarter (LYQ) to $1.078 billion in this year’s. The gross margin […]

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On the Surface, It’s All About the COVID. But Not Really: VF’s Quarter

VF Corp. (Vans, Reef, North Face)

I’m sure you’ll all be stunned to learn that VF’s financial results for its December quarter were impacted by the pandemic. We’ll take a brief look at the numbers, but I won’t review VF’s virus related adjustments. They are broadly the same as what other companies did.

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