VF’s 10Q for the quarter ended September showed another strong result. You can see the 10Q here. However, as with recent quarters, the good news was pretty much limited to their outdoor and action sport segment (OAS). I want to talk a bit about what that might mean, but first, let’s lay out the numbers.
Portfolio Theory at Work at VF; Their Quarterly Results. Read More »
Lowe’s new in store service representatives won’t need bathroom breaks, vacations, or retirement account. They won’t get sick. Hell, you don’t even have to pay them a salary. And what’s even better, or maybe worse- I’m not quite sure- is that they may be able to help me find the esoteric piece of hardware I
Lowe’s New Customer Service Representatives and the Minimum Wage Read More »
Peak Resorts has filed to do an initial public offering again. Here’s the link to the new S1. They first filed back in April of 2011. After a serious of amendments to their S1 filing, they withdrew it due to poor market conditions for IPOs. I analyzed their situation and initial filing back in October
Peak Resorts IPO; If, At First, You Don’t Succeed…………… Read More »
Thought you might be interested to see what’s happened to rents compared to average incomes in recent years. Take a look at this link. Anybody with kids trying to get started on their own probably won’t be surprised by this. While this is for all employees, I’m pretty sure it’s especially impactful on our target
Rents Versus Income: How Does It Impact Your Customer? Read More »
Okay, I don’t precisely feel like Julius Caesar when he was stabbed by Brutus (Hey, at least his problems were over!). But I was initially kind of surprised by what my ever vigilant research department fed me from Nordstrom’s web site. I’ve written about the tough retail environment. Among the topics I’ve highlighted are how
A reader sent me an article I imagine most of you have already seen, though I haven’t seen it covered in industry media. It tells us that Ryan Drexler of Consac, an owner of 2 million Quiksilver shares, has sent a letter to Quik Chairman Bob McKnight and CEO Andy Mooney stating that the company’s
Quiksilver Gets a Letter from an Unhappy Investor Read More »
Last week or so, SIA President David Ingemie sent out an appeal for support for the Learn to Ski and Snowboard Month bring a friend initiative. Check out the web site. Look under “The Challenge.” While I’d love to say something strategically brilliant about the program and give you some blinding insights into its value,
Learn to Ski and Snowboard Month; Can’t We All Do Just One Thing? Read More »
Zumiez reported a 12% increase in revenue for the quarter that ended August 2nd to $177 million from $158 million in the same quarter they last year. Their net income was up 57.3% from $4.74 to $7.46 million. Naturally, with that kind of good result, the stock fell 18.8% the next trading day from $32.4
Zumiez’s Quarter and Omnichannel Insights Read More »
I have in front of me the pleasant task of reviewing the quarterly fillings of a bunch of our favorite retailers. But before I get to that, I thought I might point you at this article that talks about the future of malls in the U.S. It may have something to do with the evolution
The Future of Malls and Impact on Industry Retailers Read More »
You know, maybe it’s a delusion, but an awful lot of corporate reports for the companies I follow are starting to sound the same. I need to read something else. Most of them say some variation of we’re trying to figure out how to integrate brick and mortar with online, sales growth is hard to
Quik’s July 31 Quarter: Restructuring Results Slow to Appear. Read More »