Well, what a long strange trip it’s been. It was just about a year ago that the demise of ASR was officially announced. Since then, as the trade show environment has evolved and people have worked to figure out how to adapt, I’ve written a few times about trade shows. Here, here, here, here, here, here, and […]
The New LAUNCH LA Trade Show; I Wondered When This Was Going to Happen Read More »
The Leisure Trends Group does a lot of good work. On October 20th, they sent out an email you may have seen announcing record September outdoor retail sales of $462 million up 17% over a year ago. Leisure Trends analyst Scott Jaeger said it was the strongest September since they started keeping records in 1998. Great news
September’s Leap in Outdoor Sales Read More »
Back on April 18th, Peak Resorts filed an S-1 with the Securities and Exchange Commission (SEC) to take the company public. There have been four amendments since then, with the latest filed September 19th. Here’s the link to that most current version of the S-1. The company is not yet public but, based on that filing, is still
Peak Resort’s Initial Public Offering. What’s Going On? Read More »
Yesterday, I had occasion to meet up with Jaimeson Keegan, who’s the President/Floor Sweeper (according to his business card) of SUPERHEROES Management. It offers athlete and entertainment talent representation combined with social media strategies and some other stuff that I thought was a very sensible aggregation. Anyway, we’re both up here in the Northwest and just thought
Get Out of the Office! It’s Amazing What You Can Learn Read More »
I had occasion to be in Vegas on business while Interbike was going on. The company I was working with was exhibiting there, so I took the day to wander around the show. I’d never been to Interbike before. There was something different about this trade show from all the others I’d ever been to. It took me a
Lessons From Interbike: Focus In or Focus Out Read More »
At the start of the quarterly conference call, Quiksilver founder and CEO Bob McKnight always makes a short speech highlighting the good things that are going on. After Rossignol, and through the balance sheet restructuring, they felt a bit like pep talks. He would highlight in a pretty nonspecific ways some things that were going well, and
Quik Grows its Sales and Profits; I Thought I Heard a New Attitude Read More »
From a financial statement analysis point of view, this is kind of boring. The balance sheet is solid enough that I’ll pay it the ultimate compliment of not discussing it. No bank debt, and the inventory was more or less constant on a per square foot basis. In the conference call, one of the analysts even wanted
Zumiez’s Quarterly Results; Their Computer Systems are a Competitive Advantage Read More »
My wife sent me this article from the New York Time’s Fashion and Style section. For some reason, I don’t read that section regularly. Not enough graphs, charts, and numbers to get me excited I guess. I played around a bit with the application at the web site. It was a bit jerky and slow, but I could
Cyberboutiques. I Don’t Know if this is a Great Idea or a Waste of Bandwidth. Read More »
PacSun’s 10Q was filed two days ago. I’ve been through it and it offers a few tidbits of interesting information. But mostly, PacSun CEO Gary Schoenfeld said a lot of what needs to be said, at least strategically, in the conference call. Here are his most relevant comments: “The economy is not getting better and competition remains fierce
PacSun’s Quarter. Can the Strategy Work in this Economy? Read More »
Billabong’s annual documents (which you can see here and here) provides us with a superlative opportunity to look at the nexus of a company’s strategy and its operating environment. The conference call transcript was also worth reading, but it seems to have disappeared from their web site. I can send anybody who wants it a copy. Of
Billabong’s Annual Report; The Relationship between Strategy and Operating Environment Read More »