jeff

SPY Ceases to be a Public Company

SPY filed a form 15-12G with the Security and Exchange Commission on December 11th. The press release that accompanied the filing stated, “As a result of this filing, the Company ’ s obligations to file certain reports with the SEC, including annual, quarterly and current reports on Form 10-K, Form 10-Q and Form 8-K, respectively,

SPY Ceases to be a Public Company Read More »

Perspective from Zumiez’s Conference Call on the Retail Environment. Oh, and Their Results for the Quarter.

As with most industry retailers, it’s not exactly a great time for Zumiez. Their October 31st quarterly numbers were disappointing. We’ll talk about those. But I want to spend most of this discussion on where, exactly, Zumiez’s is in the market and how CEO Rick Brooks describes and projects what’s happening in retail. The funny

Perspective from Zumiez’s Conference Call on the Retail Environment. Oh, and Their Results for the Quarter. Read More »

Abercrombie & Fitch’s October 31 quarter; Will it Be Enough to Try the Same Things as Everybody Else?

A&F (owner of the Hollister brand) had a pretty good quarter. I’m thrilled that their sales fell a bit and want to start by reminding you why I’d think like that (though they tell us it was mostly caused by exchange rates). Here we sit over retailed as an industry and a country with a

Abercrombie & Fitch’s October 31 quarter; Will it Be Enough to Try the Same Things as Everybody Else? Read More »

Marketing and Positioning Matter. So Do Other Things. Skullcandy’s September 30 Quarter

The thing is, I really like Skullcandy’s marketing.  There is some commonality of message and attitude among their sponsored people (notice I don’t just say team riders) even when those people come from very different places and perspectives. I like it is because while they have, for example, sponsored surfers the message isn’t just about

Marketing and Positioning Matter. So Do Other Things. Skullcandy’s September 30 Quarter Read More »