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 »
You may recall (or not) that about a month ago I wrote an article expressing some concern that winter resorts were targeting baby boomers. My point was that dependence on high income baby boomers couldn’t be an exclusive, long term strategy because, inconveniently, those people are going to get older sooner and stop snow sliding. When that
More on Winter Resorts Targeting Baby Boomers: I’m Not the Only One Who’s Worried Read More »
My list this year includes Agenda, The KNOWSHOW in Vancouver, and SIA in Denver. Part of me would like to go to others, especially Surf Expo, part of me wouldn’t and, like all of you, I figure it out based on schedule, resources, expected results and, frankly, my tolerance for travel. I liked Agenda as usual. Also
Trade Show Season or, “Hi Ho, Hi Ho, It’s Off to Sell We Go!” Read More »
I haven’t followed A & F as closely as I probably should. Too many companies (especially now that our market is something broader than action sports), not enough time. But A & E is the owner and originator of that iconic surf brand Hollister (heavy sarcasm). And especially after my recent post on cosmetics and skateboarding where I
Abercrombie & Fitch’s Quarter and Some Consistencies with Other Retailers Read More »
My wife uses Bobbi Brown cosmetics and I doubt most of you really care. Like me (and I’m guessing all the guys who read this), until right now, you’ve probably never heard of Bobbi Brown. Maybe some of my women readers know it. I care that my wife looks great but not what brand she chooses.
My Wife’s Cosmetics and Skateboarding Read More »
Just for fun, let’s jump right to some comments in the conference call for Tilly’s quarter ended October 27, 2012. In discussing the quarter’s results, CEO Daniel Griesemer notes that, “While our third quarter comparable store sales growth of 1.9% [They were 8.5% in the same quarter last year] was below our expectations, this represents high
Tilly’s Quarter and Their Business Approach Read More »
PacSun earned $948,000 in the quarter ended October 27 compared to a loss of $17.6 million in the same quarter last year. Their comparable store sales rose 1%. It’s the first time that’s happened since the third quarter of 2007. Their loss for nine months is $32.2 million compared to a loss of $68.3 million in nine months
Pacific Sunwear’s Quarter; Look! It’s a Profit! Read More »
Zumiez reported sales growth during the quarter of 16.9% from $154 million to $180 million. Without the Blue Tomato acquisition, sales would have risen 11.7%. The gross profit margin fell from 38.9% to 37.3%. Selling, general and administrative expenses rose from $37.1 million to $45.7 million, or by 23.2%. As a percentage of sales, they rose from 24.1% to
Zumiez’s October 29 Quarter and a Strategic Observation Read More »
This is just intriguing. There is so much happening and it’s going on so fast (at least in corporate terms). It’s like a novel you can’t put down or a soap opera where waiting for the next episode to find out who does what to whom is excruciating. Like you, I’m working from the Billabong announcement and
Paul Naude Offers AUD 1.10, Billabong Reduces Full Year Forecast Read More »