In Vail Resort’s March 6 conference call, CEO Bob Katz described snow conditions during the quarter ended January 31st in the following terms: “In Colorado, snowfall levels were the lowest in over 30 years and for the first time in as many years, we were not able to get Vail’s Back Bowl open until Mid-January.” […]
Like me, you probably got the SIA press release this morning with the snow sport industry’s numbers through January. And, if you’re like me, you know that SIA always cherry picks the good news and leads with those numbers, so you immediately clicked through to the Leisure Trends web site where, as an SIA member, you
SIA’s Numbers Through January: The Silver Lining Read More »
I’m working from the press release and conference call because it takes a while for the full year annual report to be released. But don’t worry; when it does come out I’ll go through it just to make sure something interesting didn’t get missed. Strategy and the Bets They are Placing Strategy is always way
Skullcandy’s Quarterly and Annual Results and A Look at Their Strategic Bets Read More »
This is kind of fun. As you’re aware, TPG Capital offered to buy all of Billabong for $3 a share before the Nixon deal and other steps were announced. Billabong said no because the deal was contingent on too many things and they needed an immediate, certain solution to their short term balance sheet issue. But now, even
Update on Billabong: The TPG Offer Read More »
With last Thursday’s announcement, Billabong has moved to address its balance sheet issues. But, to paraphrase one of the analysts in the conference call, "This is all well and good, but how do we know we won’t be discussing the same issue a year from now?" Let’s look at the steps Billabong took and its half
Billabong’s Announcement: Short Term Solution, Longer Term Question. Read More »
Sometime late afternoon West Coast time, Billabong is going to release their half yearly numbers and have a conference call on those results. In the meantime, as most of you may know, trading on their stock has been suspended pending an announcement. That announcement may have something to do with this article stating that Billabong has received
Billabong’s Upcoming Half Year Report and Their Choices Read More »
It was nice to walk to the Snow Show the second day when it was actually snowing. I think I’m completely acclimated to Denver, though I do miss playing blackjack with friends. And I still get confused when one of the people who works at the convention center says, "How are you today, sir? Have a
Notes on SIA’s Denver Show and Thoughts on the Trade Show Slog Read More »
Back in December, Quiksilver released its annual and quarterly earnings and held a conference call. I did the best analysis I could, but bitched and moaned because I didn’t have the complete 10K or the balance sheet. You can see that analysis here. Last week, the company issued its 10K. I’m not going to redo the analysis I
Interesting Stuff from Quiksilver’s 10K Annual Report Read More »
Among the things I liked at Agenda, the one I liked the most was Shmooza Palooza, the jobs fair jointly sponsored by Agenda and Malakye.com. 500 people preregistered for it and it was busy every time I looked in. It’s great to sell a few more T-shirts or another snowboard, but it’s even better to help
It’s Tradeshow’s Season. I Started with Agenda, But I’m also Thinking About SIA. Read More »
My last article, “Do Retailers Really Need to Carry All That Inventory?” garnered quite a response. One of those responses was a link to an article about a brand called Nau. Their web site is here. The link to the article is here. The article was written back in 2007 and the brand is still around and, judging
Follow-up on my Last Article; the Nau Example Read More »