Over years, I’ve written various articles about the evolution of our market and how we need to change to address it. I’d decided it was time to pull all those ideas together in one, hopefully, thought provoking, insightful, action motivating piece. Then a friend sent me Robin Lewis’s outstanding article on just this issue and […]
Back in October, there was some speculation that somebody wanted to buy Amer Sports and Amer said, “Yup, it’s true. We’re talking.” I wrote a short article about it at the time. On December 7th, they confirmed that there is, in fact, a cooperative tender offer coming beginning around December 20th. Here’s the link to
Looks Like Amer Sports is Going Private Read More »
Emerald issued a press release today announcing that the Interbike show scheduled for September 2019 was a no go. Here’s the press release. I excluded the part at the end describing who Interbike and Emerald Expositions are.
Emerald Expositions Cancels Interbike for 2019 Read More »
Back in July, I read an article called, “High-skilled white-collar work? Machines can do that, too.” It talked about companies (Stitch Fix among them) using algorithms to design product and decide what and how much to buy when. Here’s the link. Two days ago my research department (whom I always hear from if I don’t
What’s Jeff Reading? Buying by Algorithm and Spoofing the Customer as a Marketing Tool Read More »
It’s a hell of a time to be in the business of putting on trade shows in the active outdoor business. Reed Exhibitions has “postponed” the January Agenda show in Long Beach and is planning to evolve it towards a consumer-oriented show. After last January’s show, I wrote that I didn’t think I’d be back
Emerald Expositions’ Quarter and the Trade Show Environment Read More »
That’s not quite true. I want to talk about Sanuk, though probably for the last time. There’s not a mention of the once high-flying brand in the conference call, and it only comes up in the 10-Q because, inconveniently I imagine, they have to acknowledge its existence. For the quarter ended September Sanuk revenue was
Nobody Wants to Talk About Sanuk, But Deckers Has an Outstanding Quarter Read More »
It’s not my purpose to simply report earnings. That’s why you don’t see an article every time an industry public company reports. By waiting for the actual publicly filed document, I hope to glean a few pieces of information that might make you think-bring you up short even- and perhaps help you run your business
Ho Hum- Another Strong Quarter for VF. And a Few Thing to Make You Think Read More »
For its September 30 quarter, 436 store Big 5 reported a small decline in revenue and a larger decline in net income. More significant to me are comments in the conference call that suggest a very traditional retail focus, rather than one acknowledging the massive changes required to succeed at retail. Revenue in the quarter
In Touch with Reality? Big 5 Sporting Goods Quarter Read More »
I believe in cycles; there will be another recession (sooner rather than later is my personal belief). There will be another major stock market correction at the end of which will be glorious buying opportunities. We are coming to the end of another debt super cycle (see the book This Time is Different; Eight Centuries
I Believe in Cycles- Even for Retail Read More »
Serendipitously, I hear this is also the last season of the TV show “The Walking Dead.” But while I expect that TV franchise to continue in some form, the same can’t be said for Sears. I know it’s supposed to be a restructuring, but no amount of financial engineering can compensate for Sears’ lack of
Lessons from the Not Entirely Unexpected Sears Bankruptcy Filing Read More »