On April 24th, the Seattle Times ran an article called “Amazon’s Imitation Game.” It starts by describing how Amazon has knocked off an aluminum laptop stand by Rain Design that had been selling on Amazon for 10 years at a price of $43.00. Amazon started selling a similar product last July for around half that […]
Amazon, the Omnichannel, and the Impact of Retailers’ Brick and Mortar Legacy Read More »
The Wall Street Journal had an article this morning on how many locations certain department stores needed to close if they wanted to get their sales per square foot back to 2006 levels. While they may not (mostly) be the retailers we (hopefully) expect to sell to, the discussion of the dynamics leading to the
More Declines in Department Store Locations? Read More »
Somehow, I didn’t see Skull’s 10-K with their results for the December 31, 2015 year when it came out and then I found myself busy with a couple of clients. But it’s not so much that I want to give you a deep dive on the financials, but that I want to talk about their
Skullcandy’s Strategic Positioning and Annual Results Read More »
Moss-Adams Capital is the mergers and acquisitions, capital raising, strategic advising arm of Moss-Adams LLC, which does accounting, wealth management and taxes. As you may be aware, they’ve been pretty active in our industry, whatever industry we’re now in. For some time, they’ve published a report that provides information on which deals have been recently
Some Numbers on Online Retail and Perspective on the Teen Market Read More »
Nobody who’s followed PacSun or my analysis of it was very surprised by yesterday morning’s filing of a Chapter 11 bankruptcy. We’ve had a number of retail bankruptcies and I expect more. Somebody suggested to me that the filing might occur around this time because their 10-K with audited financials would be due to be
The PacSun Bankruptcy Read More »
Like most industry retailers, Zumiez has been impacted by a slow growth economy, reduced and redirected spending on the part of its primary customer group, and the internet’s ability to make consumers powerful, product differentiation harder, and the brand cycle shorter. There’s no news there and nothing unique as far as its impact on Zumiez
Zumiez’s Year and Quarter; What Are They Preparing For? Read More »
Just for fun, let’s say you’re a brand that has some product at The Sports Authority (TSA) on consignment. When TSA filed for bankruptcy, your finance and credit people probably high fived each other out of the sheer joy of knowing that they could expect to be paid for that product when it was sold
Consignments to Sports Authority; Well, This is Awkward Read More »
This is going to be a short article. On February 23rd, Globe reported solid improvement for the half year ended December 31, 2015. But I don’t have much to tell you in terms of what they did better or how because it wasn’t in the public information. Let’s go with what we’ve got. The numbers
TSA’s filing for bankruptcy on March 2nd wasn’t a surprise. It had missed a $20 million bond interest payment in mid-January. It reached an agreement with the bond holder to file and try to sell assets to pay down debt. We’ll see how that works out and if they can avoid liquidation. A couple of
The Sports Authority Bankruptcy: Symptom of a Perfect Storm and How You Can Benefit Read More »
On several occasions, I’ve discussed 3D printing or directed you to some discussion of it. I’m here to do it again. I’ve gotten some feedback that it wasn’t practical or wasn’t going to happen quickly, but as far as I can tell it’s moving forward. Mattel has announced a $300 3D printer that will allow
3D Printing the Mattel Way Read More »