VF filed its 10K annual report with the SEC three days ago, so I’ve been able to get a more complete picture of their performance for the year and quarter. You can see that report here. As you probably know, VF is a large consumer conglomerate that owns 30 brands including Vans, The North Face, Reef and […]
VF’s Strategy; Why it is Consistent with the Competitive Environment Read More »
On Monday, The Editors at Boardistan, posted a still evolving story about cuts to Quiksilver’s team rider programs. Here’s a link to the post. As Boardistan points out, at that time there had been no official announcement from Quik, so we didn’t know the extent of the changes. They then make the insightful comment that “…Hollister doesn’t
The Changes at Quiksilver; A Broader Industry Organizational Perspective Read More »
I listened to Billabong’s conference call yesterday and have spent part of last evening and this morning going over the detailed financial reports. I lead an exciting life. There’s a lot going on at Billabong, and I want to start with an overview before we get to the financial nuts and bolts. All numbers are in Australian Dollars.
Billabong’s Half Yearly Report. Now What? Read More »
Over the years I’ve had a lot (some would say way too much) to say about Trade Shows. I’ve suggested there were too many, that they were too expensive, that the internet made them less necessary, that they’d lost focus, weren’t efficient, and that the way product was sold into broader distribution made them less important.
Trade Show Evolution: The Boardroom with the Vans U.S. Open. I Like It, I’m There. Read More »
When a smaller company in our industry is acquired by a conglomerate, it often becomes difficult to follow how the acquired company is doing because the conglomerate isn’t required to release any details on that company’s performance. Think Reef after it was acquired by VF (though I imagine we might have heard more if Reef had
PPR’s Annual Report: How’s Volcom Doing? Read More »
I was a bit surprised when VF’s preliminary bid for Billabong came as late as it did, and I was also intrigued by the partnership with Altamont. Why, I wondered, didn’t VF just buy Billabong itself? A couple of possible answers occurred to me. The first was that somehow they couldn’t afford it. But a review of their
A Comment About a Billabong Deal and a Chance to Place Your Bet Read More »
My Aunt Jenny died maybe 12 years ago at the age of like 97. I helped clean out her house and one of the things I saved was her egg beater. It was made by the Dazey Manufacturing Company in St. Louis. I don’t know if it’s 60 or 90 years old. The company is out of business. I
I haven’t been before, and I didn’t stay long, but that’s a really good thing because it’s an indication that the show is accomplishing just what it’s supposed to be accomplishing. The show was full of focused retailers paying close attention to presentations by reps and, as far as I could tell and from what
I Went to the Know Show. I’m Back Read More »
Three days ago, Quik filed its annual 10K with the Security and Exchange Commission for the year ended October 31, so I’ve had the happy task of wading through it and rereading the earnings conference call from a few weeks ago. You can see the 10K here if you want. I’ll look at the results for
Quiksilver’s Year, Quarter, and Strategy; EBITDA Declines Read More »
I don’t generally have a way to get good information on Rip Curl, but somebody sent me the interview below with Rip Curl co-founder and owner Brian Singer. Why don’t you read it, then I’ve got a comment for you. Rip Curl co-founder and owner Brian Singer speaks exclusively to the Surf Coast Times about Rip
What’s Going on With Rip Curl? Read More »