After the results we’ve seen from VF in previous quarters and years, this quarter’s can only be characterized as disappointing. Just goes to show you how difficult the market is right now. They’ve got lots of company. Total revenue rose just 0.75% to $2.445 billion. VF ended the quarter with 1,461 brick and mortar stores […]
VF’s June 30 Quarter: It’s Not Easy Out There for Anybody Read More »
You know, I always try to write things that identify a valuable business lesson. The valuable business lesson here I guess is do what Vail did. While I think there are a couple of interesting industry considerations, I can’t strategically fault this deal. Vail by no means got a great deal with a price of
Vail Buys Whistler; A Good Deal For Everybody? Read More »
Just what kind of company is GoPro exactly? Well, obviously, in spite of its recent difficulties, it’s a huge success. How else can you characterize a founder and a company that recognized and created a new market, took the lead in it and built a billion-dollar business? But having accomplished that, it now has to
GoPro’s Quarter: Tactics VS Strategy Read More »
Branding, they tell me, is all about building a relationship between a customer and a brand. That customer, theoretically, will have a bias towards your brand that encourages less consideration of alternatives, more purchases and, hopefully, less price sensitivity. That’s the theory anyway. It was, most of us would probably agree, a pretty good theory.
The Potential Downside of Successful Brand Building in an Online World? Read More »
Teen focused jewelry and fashion accessory retailer Claire’s Stores has more than 2,800 stores in Europe and the U.S. It was the “beneficiary” of a leveraged buyout (LBO) back in the giddy days of 2007. The debt it acquired in that process, along with the over retailed, soft economy, online selling environment has pushed it
Is Claire’s Stores Our Next Bankruptcy Candidate? Read More »
You may remember that until a few months ago Spy, as a public company, was releasing the usual filings and I was analyzing them. But they stopped releasing them and, though still public, its shares are now traded on the OTC pink sheets under the symbol XSPY. As I wrote every quarter, I always liked
Good Things Happening at Spy. Read More »
Well, the press release was back on June 3rd. And the sale of Sector 9 was, I guess, a week ago. Happily, it’s not my job to be timely, but to give you things to think about with the goal of maybe helping you do better business. So let’s think about Billabong. Back when CEO
Billabong Sells Sector 9 and Lets Fly with a Press Release Read More »
At almost the same time Abercrombie & Fitch (owner of Hollister), Tilly’s, The Buckle, and Genesco (owner of the Journeys chain) released, in early June, 10-Qs for their quarters that ended April 30th. I was going to do my usual thing and review each one separately. But I was busy, too much time passed and
Fun Times at Other Industry Retailers Read More »
What I most liked about Agenda this time was how refreshingly inviting it was. Lots of open space and perhaps wider aisles. Maybe lighter? Especially on Wednesday, there appeared to be a lot of traffic and people seemed upbeat. Apparently that might have had something to do with getting a few days of sun after
Agenda- Trade Shows, Brands I Saw and Possibly Random Thoughts Read More »
I imagine you are all aware that Incipio reached an agreement with Skullcandy on June 23rd to make a tender offer for the company’s common stock at a price of $5.75 representing a price of approximately $177 million. That agreement allowed Skullcandy some time (until July 23rd) to see if it could find a better
Another Tender Offer for Skullcandy- It Will Be Good to See the Brand Private Read More »