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 »
It’s the financial statements we’re seeing and will see in the next month or so that will begin to help us decide who might be long term winners and speculate on why. I emphasize “speculate” because it’s too soon to reach conclusions. But I begin to think that keeping the new customers you got when
On July 20, Hibbett Sports released a press release and held a conference call to update it’s expected quarterly results. For their quarter ending July 31st, they forecast comparable stores sales to increase more than 70%. First half comparable store sales are expected to be up 20%. It’s great to have an industry retailer reporting
Why is Hibbett Sports Doing so Well This Quarter? Read More »
As I explained in an earlier article, my usual detailed analysis of company income statements and reports for quarters ending March through May went on hiatus. It didn’t seem useful given the initial disruption caused by the virus and lockdown. Not writing doesn’t mean I wasn’t reading. In no particular order, I reviewed VF, The
Macroeconomics, Data Systems, Balance Sheets and a Changing Business Model Read More »
A friend sent me this excellent interview with Dr. Michael T. Osterholm. He’s not a medical doctor. See his background here. Seems pretty clear he’s worth listening to when it comes infectious diseases. His objectivity and willingness to say what we don’t know impressed me. I’m supposed to write about business stuff. The interview may
What A Top Epidemiologist Thinks. Consider the Business Implications Read More »