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 »
Zumiez reported a solid August 3rd quarter, and their balance sheet remains rock solid. They had to deal with the same pandemic issues as everybody else, and their responses were similar. But what we are reminded of in the 10Q and the conference call, like for the 50th time, is Zumiez’s is confidence in their
Zumiez’s Quarterly Results: Interesting Things They Say, But Don’t Quite Say Read More »
The headline is that given the pandemic, Globe had a reasonable result for the year ended June 30, 2020 and ended with a strong balance. In the press release, they say their performance held up “adequately.” That’s a fine word to describe it. Australian accounting rules only require six months statements, rather than the quarterly
Globe’s Year- And I Tease Out the Six-Month Numbers Read More »
That’s how CEO Steve Rendle describes it in the quarter’s conference call. We’ll quickly review the numbers, but in this maximum pandemic quarter, it’s not so much about the income statement as the strategy and management response. We’ll let VF’s management explain to us what they did and how they were prepared.
“Our Fortress Balance Sheet:” VF’s June 30 Quarter Read More »
Emerald Raised the Money As I reported in June, Emerald Expositions was raising $400 million through a convertible, preferred stock offering. Part of it was an offering to its stockholders with its majority owner, Onex, agreeing to take whatever part of the offering those smaller shareholders did not purchase. I was skeptical in the article
Some Interesting Things You Might Have Missed Read More »