It’s Friday evening, my wife is out of town, and a friend sent me this article from May 20 announcing the debut referenced in the title. I’ve had a glass of wine and think I’m going to break a rule and have another one as I write this. Or more. God knows what I’ll end up saying. If you […]
Whether to Laugh or Cry; Tommy Hilfiger Debuts Surf Line Read More »
This, happily, won’t be like the short novel I had to write for Quiksilver. There are some interesting conference call comments and two income statement entries crying out for a brief discussion, but that’s pretty much it. Let’s get going. Sales rose 4.7% from $162.3 in the quarter last year ended April 28, 2012 to $169.8 million
PacSun’s May 4th Quarter; A Couple of Items to Discuss Read More »
Quiksilver reported a net loss of $32.4 million in the quarter ended April 30 compared to a loss of $5 million in the same quarter last year. They also released information on their efforts to reduce costs and refocus the business. To start, here’s a link to the press release in the 8K with the financial
Quiksilver’s Quarter and Strategy Update Read More »
What We Know Billabong announced yesterday that there would not (at least at the present time) be a sale of the entire company to either the Sycamore Consortium (which includes Paul Naude) or to the Altamont/VF group. The company further announced that they were still talking to both groups “…regarding proposals presented to the Company for
Billabong Update: The Deal is off, or at Least Changing Read More »
Zumiez’s 10Q and conference call for its quarter ended May 4th offered some insight into its growth strategy that I think are worth reviewing. Some of it isn’t new, but taken together the comments are interesting. Some Points of Strategy At the end of the quarter, Zumiez had 503 stores; 475 in the United States,
Zumiez’s Quarter: Comments on Growth and Ecommerce Read More »
When I first read about this deal, I thought “Good for the team at OTZ. I hope K-Swiss does well by them” and kind of let it go. Then at a reader’s urging, and through a few clicks on the internet, I decided there might be something to write about here. I don’t have any information that isn’t
K-Swiss Acquisition of OTZ Shoes: There’s More Here than Meets the Eye Read More »
This is a little weird for me, but I’m not going to start with the numbers. Rather, I want to start with some of CEO Michael Marckx’s comments in the conference call. I may not have these quotes exactly right because I can’t type as fast as he talks. He said things like: · “Super service
SPY’s March 31 Quarter: Really Good News Read More »
I think the last analysis I wrote on Deckers may have had the same title. Which is okay because though Deckers also owns UGG, Teva and other brands, we’re mostly interested in Sanuk which spring from the surf industry and was acquired by Deckers. I’ll give you a brief overview of Decker’s March 31 results, and then
Decker’s Quarter: What’s Up with Sanuk? Read More »
New President and CEO Hoby Darling has been at Skull north of two months now, and the company has released its first 10Q and had its first conference call with him at the helm. The outlines of his strategy are starting to become clear. Interestingly, you’ll note some similarities with the strategy of certain VF brands as
Skullcandy’s Quarter: I Think I Recognize This Strategy Read More »
VF’s March 31 10Q reported an overall 2.15% increase in revenues from $2.556 billion to $2.612 billion from the same quarter last year (Would have been 1% more, but they sold the John Varvatos brand). But outdoor and action sports revenue was up 9.7% from $1.264 billion to $1.384 billion, representing 53% of total revenue
VF’s First Quarter: Outdoor and Action Sports Continue to Shine Read More »