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 […]
As we go through the process of watching Quiksilver try to resurrect itself what issues should have our attention? Certainly not the endless pages of bankruptcy court filings. Not even I’m reading all of those. The process will grind through to its conclusion. The secured creditors will come out more or less intact, the common
The Quiksilver Bankruptcy: Where Should We Be Focused? Read More »
At Billabong’s annual meeting a couple of days ago, CEO Neil Fiske and Global Billabong Brand Manager Shannan North made presentations describing the company’s progress and challenges since the results for the year ended June 30 were announced in July. Let’s see what they said. It’s only been four months since the year’s results were
Billabong Holds Its Annual Meeting; Progress and Headwinds Read More »
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 »
Unfortunately, I didn’t write that just to get your attention. It’s true. You can read all about it in this article. As you read it, please focus on what it says about Amazon’s goal in having the store. It’s all about gathering and using data, says the author. Retail today is about getting the right
This Should Get Your Attention: Amazon Opens Its First Brick and Mortar Store Read More »
I knew about this article on the Wavestorm $100 surfboard before it ever came out. In some ways, it’s old news. Less expensive surf boards of various constructions and materials have been popping up for years now, and the Wavestorm isn’t new. I guess the genie was out of the bottle around the time Clark
Sell the Experience, Not the Product: The Wavestorm Board Read More »
I’m going to try and keep this pretty short. Nothing has really changed strategically. Spy is still in business only because its major shareholder has lent the company around $20 million. In terms of operations and expense management, they’ve done everything that I can see they can do. They tried to stake out a differentiable
More of the Same: Spy’s September 30 Quarter Read More »
On the face of it, GoPro had a pretty good quarter and, as usual, we’ll take a look at the numbers. The stock closed at $30.21 on October 28th. They released their earnings after the market closed. The next day, the stock closed at $25.62, down 15.2% on by far the biggest trading volume since
The Challenge Hasn’t Changed: GoPro’s September 30 Quarter Read More »
So, in a market where your customer may value the experience more than the product, how do you know that your product improves their experience? How do they find out it will? Why should they associate your product with the experience? What, exactly, is the experience you are improving? Let me tell you a story
Camp Chairs as a Game Changer; Supporting Your Customer’s Experiences Read More »
Kering’s report for the quarter ended September 30 included almost no information on Volcom and Electric. No analysts asked questions about either brand, but that’s pretty standard. Historically, there’s been enough in the slides and prepared remarks that I can use some simple math to figure out things are going, but not this time. Here’s
Kering Reports on Volcom and Electric, Kind Of Read More »