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Joining the Party; Quiksilver’s July 31 Quarter

Quiksilver

It’s almost unanimous. Companies in our industry, (whatever industry we’re in) or for that matter most other industries, are cutting expenses, rationalizing supply chains, targeting marketing efforts, cutting SKUs, creating omni channels, growing ecommerce business, being more discriminating in distribution and generally doing all the things they have to do if they assume that sales growth […]

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Globe’s Annual Results

Globe

Globe reported a loss for the year ended June 30 of $6 million compared to a profit of $62,000 in the prior calendar period (pcp). That’s in Australian dollars, as are all the numbers in this article. Total revenues rose 2% from $83 to $84.1 million. The Globe brand was up 10%, but Dwindle fell 15%. Cost of sales

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Billabong’s Annual Report

Billabong

Billabong released its results for the year ended June 30, 2013 a few days ago, and I’ve been plowing through the 200 or so pages of material and listening to the conference call.   My recent writings about public companies have been lamenting that they are public. Not just because they have to share their travails

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A Quart of Paint

Branding, Retail

If you’re a homeowner, you know that you can never complete your project list. All you can do is try to keep it from getting longer. At our house, outside projects are my job and in the Northwest, that means get them done in the summer. In the spirit of shortening the list, I stopped by a

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VF’s June 30 Quarter; Net Income Down, But Kind of Not Really.

VF Corp. (Vans, Reef, North Face)

VF’s net income fell 11% from $155.4 million in the quarter to $138.3 million in the same quarter last year. But last year’s quarter included a gain of $41.7 million from the sale of the John Varvatos brand that was booked under Other Income (Expense). In this year’s quarter, instead of a gain of $41.6 million, that

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A Brief Update on Billabong

Billabong

As you are probably aware, Billabong yesterday published a press release announcing the expected resignation of Launa Inman as CEO and of Paul Naude as a director and employee. It also said that, “Discussions with Scott Olivet regarding his appointment as CEO are continuing but have not been finalised as we await the outcome of the

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