Deckers published its 10-Q for the quarter and nine months ending December 31 a couple of days ago. In the environment we’re in, where general expectations seem low, being a company with a solid balance sheet (though inventory was up 26% over a year ago) that’s nicely profitable and more or less holding its level […]
Deckers’ (and Sanuk’s) Results Read More »
I’ve almost shoveled my desk off after the always enjoyable SIA show in Denver. That shoveling process always includes reviewing the various catalogs and magazines I’ve picked up during trade show season and, as always, one of those was Transworld Business. I’d had it since Agenda, but hadn’t finished reading it. I particularly liked Annie
What Does Snowboarding Need? Perhaps the Wrong Question? Read More »
Quik filled its 10-K for the year ended October 31, 2015 on January 27th. Meanwhile, as you probably know, the bankruptcy court has confirmed the company’s reorganization plan and it may be out of bankruptcy by the time you read this. Doing my usual detailed review of the year doesn’t seem all that productive as
Quiksilver’s Annual Results and a Bankruptcy Update Read More »
Could this time really be different? Recently, a couple of retail CEOs have been pointing out, or maybe bemoaning, the lack of a strong retail trend. They’ve noted how in the past they’ve been able to rely on such trends for big sales boosts and have explained their worse than expected performance partly by the
Retail and Brand Strategy: Cycles or Long Term Trends? Read More »
Well, I guess we might as well get right to it. The date change for the SIA show to three week days in early December starting in 2017 was a major topic of conversation at the show. I got a point of view. Several, actually. The New Dates First, I’ve been through this twice before.
The SIA Show: Dates, Data, Skate, Change, Burton and a Business Model I Like Read More »
On December 28th, Zumiez filed an 8-K with the SEC. I don’t think they were required to file it because the amount of money involved ($1.3 million in the 4th quarter) wasn’t really “significant” as defined by the SEC for a company the size of Zumiez. But they filed it anyway. How come? I’m sure
Fulfilling the Omnichannel Imperative Read More »
You’re probably going to read this if only to find out what that title means. We’re all going to find out together as the online shopping experience continues to evolve. The North Face has worked with a company called Fluid to develop an online shopping assistant powered by IBM’s Watson Cognitive Computing Technology (I say
An Artificially Intelligent Digital Commerce Platform Read More »
On January 13th, GoPro filed an 8-K with the SEC. In the press release it included, they announced expected fourth quarter revenue of $435 million and $1.6 billion for the year and a projected gross margin of 34.5% to 35.5%. The annual number represents 16% year over year revenue growth. By way of comparison, in
GoPro Gives Us Some Preliminary Financial Results Read More »
A couple of days ago, Skullcandy decided that the prospects for its fourth quarter had changed enough that they needed to disclose it. They filed an 8K with the SEC to accomplish that. You might want to read the press release that’s part of it. Skull said it expects fourth quarter sales to be the
Skullcandy Revises its Forecast for the Quarter Read More »
I came across this short article recently talking about the ongoing improvement in store brands and their importance to retailers. Now, it’s not our industry but I thought everything they said applies to us. I guess the standard explanation for store brands is that they give the retailer some more margin. True, and that margin
The Role of Store Brands Read More »