When revenues rise 60.3% (from $77.8 to $124.8 million- Australian dollars of course) and net profit is up 292.9% from $3.9 to $15.3 million for the six months ended December 2020 compared to the same period in the prior year, I’m not left with much to analyze. That’s especially true with Globe. As a public […]
What Do You Do for An Encore? Globe’s Six Month Results Read More »
Deckers produced a strong result in their quarter ended December 31. I guess either because or in spite of covid. Probably both. Which is an interesting thing to say and I’ll have to explain it. Revenue rose 14.8% from $938.7 million in last year’s quarter (LYQ) to $1.078 billion in this year’s. The gross margin
I’m sure you’ll all be stunned to learn that VF’s financial results for its December quarter were impacted by the pandemic. We’ll take a brief look at the numbers, but I won’t review VF’s virus related adjustments. They are broadly the same as what other companies did.
On the Surface, It’s All About the COVID. But Not Really: VF’s Quarter Read More »
Is this a business article? Yes. But politics, economics and history are going to rear their ugly heads. Let’s put things in the context of history none of us were around to experience, because you’re going to live this context for some years to come. In some number of months things are going to begin
Well sure, we’ll spend some time on the numbers. You can see the impact of the pandemic for both better and worse. More importantly, their data systems, the trade areas, the way they treat brick and mortar and online as one sales channel and their culture are coming together in unprecedented economic and competitive conditions
Zumiez’s Quarter: It’s Not the Numbers, It’s the Strategy Read More »
I bought something from a brand. I bought it on their Amazon store. Amazon shipped it to me. I decided not to keep it. I returned it to a Kohl’s. I don’t remember who actually delivered it. When I returned it, I didn’t buy anything at Kohl’s. But I had to walk through the store
Whose Customer Am I Anyway? Amazon is a Utility- Not a Retailer Read More »
A few days ago, I posted an article called “Maybe There’s More to This Than Just Trying to Meet Demand.” Among other things, I ask you to take a little time and a deep breath and think about what the future looked like. Towards the end I repeated a Mark Twain reputed quote; “It ain’t
“Morning Boys. How’s the Water?” Read More »
Recently, somebody sent me a link to the split board binding company SPARK R&D. Their home page has the title “Production and Inventory Notes,” where they explain how explosive demand and having to stop and restart production (all virus related) has lead to a shortage of their products and how they are working to meet
Maybe There’s More to This Than Just Trying to Meet Demand Read More »
NOTE: I recognize there are paywalls and not all of you can read these. Often though, you can get a few free articles every month. About four weeks ago I got a new shoulder so I’ve been quiet for a while. This had been coming on for decades. It’s healing fine but leaves me with
I should really be analyzing Kathmandu and the BOA deal. I will- I’m actually ready to start writing about Kathmandu- but wanted to take a short detour. I’ve come across three articles I recommend you read. The first two are from The Robin Report and the third by a geopolitical analyst by the name of
Fashion in Games, 3D Printing (kind of), and Some Historical Perspective Read More »