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 »
Globe’s annual report for the year ended June 30 showed up on their web site a couple of days ago. It doesn’t contain much in the way of a detailed analysis of results, but I’ll give you what’s there. All the numbers are in Australian dollars. You can read it yourself if you want to. As
Globe’s Annual Report; Making a Profit Under Tough Conditions Read More »
Skull’s sales for the quarter ended June 30 rose 46.4% to $52.4 million over the same quarter last year. Net income more than doubled from $2.1 to $4.3 million. This was helped by an income tax rate that fell from 56.6% to 41.6%. Gross margin essentially stayed the same, falling just one tenth of a percent to 51.1%. You
Skullcandy has a Strong Quarter Read More »
As you know, I tend to hate proforma financial statements, but once in a while they make sense. Orange’s quarter ended June 30 is one of those times. They sold their factory in Italy (LEM) on December 31, 2010. The June 30, 2010 quarter contains sales and expenses associated with LEM. The June 30, 2011 quarter does not. Happily,
Orange 21’s Quarter. Sales Improvement, But More Ongoing Cash Needs Read More »
Don’t know how many of you saw this (I missed it for a while), but back in June, Skullcandy signed a licensing agreement with Sonomax to use its technology in Skullcandy’s headphones. Here’s the press release on the agreement and some information on Sonomax. The direct to consumer web site for Sonomax product is here. As far as
Skullcandy Licensing Agreement with Sonomax Read More »
It’s not like I look to the New York Times for all my good industry advertising and promotion ideas. Still, once in a while, they come up with something that gets me thinking. Their “Presto Instant Playground” article is one such idea. You may have to register to read it, but it won’t cost you anything. “During a
Popup Playgrounds; An Intriguing Marketing Idea Read More »
VF released its earnings and had its conference call back on July 21, but the 10Q was only released August 10th. The results, as you probably already heard, were good. Revenue for the quarter was up 15.4% to $1.8 billion and net income rose 16.2% to $130 million. They accomplished this with a gross margin that fell
VF’s June 30 Quarter Results; Pretty Impressive Read More »
The first thing to say is thanks to SIMA for making this study happen and to Leisure Trends Group for doing the research. We don’t get access to near enough industry and market data. As I’m not a member of SIMA, I don’t have access to the complete study. I’m working with the “Media Highlights” package that
The 2010 SIMA Retail Distribution Study Read More »
As I walked around the Agenda Trade Show last week, I saw a lot of people sitting across tables from each other in the booths obviously doing business. That is the definition of a successful trade show. The sample of company executives I talked too seemed to confirm that. People were surprised by the number of buyers.
The Agenda Trade Show, U. S. Open, and Other Trade Show Comments Read More »