There are lots of public company quarterly reports I should be writing about, but I am going to step off that track and think, for a bit, the unthinkable. Or at least it was the unthinkable. But at this point the Eurozone seems to be moving towards two choices, either of which has huge implications for […]
What Will You Do When Your Greek Receivables are in Devalued Drachmas? Read More »
My favorite footnote in Skullcandy’s 10Q for the quarter ended September 30 is footnote nine and specifically the table on long term debt (Yes, I know it’s kind of sad that I have favorite footnotes). It shows no long term debt at the quarter’s end compared to $73.4 million on December 31, 2010. They raised $77.5 million
Skullcandy’s Strong Quarter; It’s Amazing What an IPO Can Do for Your Balance Sheet Read More »
I didn’t spot WeSC’s annual report until Shop-Eat-Surf did a story on it. Now, I’ve been through it. The Swedish approach is an interesting combination of a U.S. style annual report and our 10K SEC filings. I’ll start with a review of the numbers, but more interesting (I hope) will be a discussion of WeSC’s strategy and market
WeSC’s Annual Report; Numbers and Strategy Read More »
As you know, Jarden is a big, multi brand company that did $6 billion in its last complete year. They’ve got over 100 brands including Crock Pot, First Alert, Coleman, and Mr. Coffee. They also own K2, Ride, 5150, Planet Earth, and Volkl and that’s pretty much why we are interested in the company, though I think
Jarden’s September 30 Quarter And the K2 Rolling Stones’ Limited Edition Ski Collection Read More »
Billabong held its annual shareholders meeting October 25th. Chairman Ted Kunkel and CEO Derek O’Neill made short speeches you can read here that contained a few pieces of interesting information. Looking over the longer term, however, I am more interested in an issue they discussed and acknowledged as being important, but didn’t really get into at
Billabong Has a Meeting Read More »
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 »