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Author Archive for: jeff
Entries by jeff
The Sport Chalet Acquisition and Their 10K; Some Perspective
Sometimes we just get lucky. I guess that’s you get lucky, and I get to review something like 650 pages of small print- the estimated total (so far) of documents filed by Sport Chalet between their 10K and the deal. I’m not going to do quite the typical review of a public company’s financials that I […]
What This Industry Needs is More Sunglass Brands!
Well, you have to admit I got your attention, and that title is way more intriguing than “What I Learned at Agenda.” I never thought I’d say this about any category, but I think there may have been more sunglass than shoe brands. And if case anybody is actually confused, that title is written in the full […]
Pretty much the only thing I pay for online
Really, really, really want to know what’s going on in the world in a straight forward, no bullshit, analytical way that you won’t come close to hearing in the mainstream media? Sign up for Stratfor. This is pretty much the only thing I pay for online. But if you understandably don’t want to pay, there’s […]
GoPro Goes- Public, That Is. A Look at the Final Prospectus
As pretty much everybody knows, GoPro went public last Wednesday. How refreshing to see a company go public that’s actually making a product and money. GoPro sold 8.9 million shares of its class A common stock at $24 a share and raised a bit less than $200 million. $110 million will go right out the door to repay […]
Quiksilver’s Quarter: The Impact of Market Trends
In the quarter ended April 30, Quiksilver’s revenue fell 10.4% from $456 to $408 million. The net loss grew from $32.4 to $53.1 million. Discontinued product lines contributed $9 million to revenue in last year’s quarter, but none in this year’s. A year ago, they also owned Mervin and the Hawk brand. I’m a little surprised they didn’t mention […]
Can the Golden State of Mind Take Hold? PacSun’s First Quarter
Though PacSun still reported a loss in the quarter ended May 3, the income statement improved compared to the same quarter last year. Sales were up 2.9% from $166.4 to $171.1 million. The increase was the result of comparable store sales being up 3% compared to last year’s quarter. The average sales transaction was up 6%, though the […]
“We’ll Go Anywhere Our Customers Give Us Permission to Go;” Zumiez’s Quarterly Report
A few reports ago, I opined that while Zumiez owned the action sports space in the mall, the relatively small size of that niche and the evolution of the market to youth culture or fashion or whatever you want to call it was going to require Zumiez to move beyond it to achieve their growth […]
Skullcandy’s First Quarter: Signs That the Strategy is Taking Hold
The improvement in Skull’s financials for the quarter ended March 31 is clear on both the income statement and balance sheet, though the company still reported a loss. You can see the 10Q here. Skull, as you may recall, is focused on building the brand by aggressively reducing off price sales, being cautious with distribution, taking […]
What Does the Data on Our Target Market Say About Your Business Strategy?
It was a lot of years ago when I first started reminding you not to focus just on your gross margin percentage, but your gross margin dollars as well. Then, in 2009, with the recession in full swing, I got all excited about Gross Margin Return on Inventory Investment (GMRII) after Cary Allington at Action Watch […]
