Not much is different in this filing, but we do get a few additional pieces of information. You can review what I wrote about their initial filing last July here. I updated that analysis in March of 2012 when they released their numbers for the year. My opinion hasn’t changed and I think the analysis is still valid. […]
Tilly’s IPO Moving Forward; Another S1 Amendment is Filed Read More »
Nike recently came out with their 10Q for the quarter ended February 29th. I looked through it, read the conference call transcript, and sat down with the intention of doing my usual analysis. Then I thought to myself, “Who am I kidding?” You want my analysis? They keep growing, make a lot of money, and their balance sheet
Nike and Their Approach to Product Innovation. It’s Not All About Team Riders Read More »
I want to start by focusing on some comments PacSun’s management made that are indicative, I think, of why this is a harder environment for most industry companies and especially for one that is working through a turnaround. Strategies Improving their merchandise assortment planning is not a new theme for PacSun. It’s something that CEO Gary
PacSun’s Year and Quarter; Progress, but Work Left to Do Read More »
The more I think about it, the less I feel I know for sure. I know the internet and brick and mortar are changing each other, that brands are becoming retailers and retailers brands, that easy information and product availability is making most products commodities at some level, that brands are really pushing product extensions, and
Trying to Think About the Junction of Retail, Brands and the Internet. Read More »
I wrote about Skullcandy back on February 24th shortly after they’d released their numbers for the year and last quarter and held their conference call. You can see that article here. Now they’ve released the 10K and, as promised I’ve been through it. There’s not that much new, different or surprising that I want to highlight, but there’s
Skullcandy Releases Its 10K (Annual Report) Read More »
In July of 2011, Tilly’s filed an S-1 with the Securities Exchange Commission as a first step towards going public. I read through the filing back then and wrote about it in some detail. On March 23rd, they filed a third amendment to their S-1, so I think we can conclude they are still trying to get
Tilly’s Is Still Going Public Read More »
As I’ve noted pretty much every time I write about them, we’re lucky to have a smaller brand like Spy that’s public (though I don’t quite know why they are public) because we get to look over their shoulder as they manage their way through issues and opportunities. It’s much better than hoping VF gives us
Spy (Formerly Orange 21): Their Results for the Year Read More »
Let’s start with the summary numbers. Sales rose 5.4% to $450 million. The gross profit margin fell from 52.4% to 50.7%. Quik reported an operating loss of $2.5 million compared to operating income of $13 million in the same quarter the previous year. The net loss grew from $15 million to $21 million. Taxes were $4 million higher, but
Quiksilver’s January 31 Quarter- Sales and Loss Both Grow Read More »
I’ve had a few ideas lately and come across some information I wanted to share. None of them seemed worthy of its own article, so I thought I’d just spew them out as they sprang into my mind. I have no idea how this is going to turn out. First, a housekeeping issue. I know that Quiksilver, Zumiez
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.”