Entries by jeff

Hot Topic: A Competitive Strategy We Should Be Thinking About

Hot Topic has reported their results for the quarter ended October 31 and their sales for the month of November. Their sales were down some for the quarter and more in November, but they continued to make money in the quarter and their balance is very strong. But I don’t want to crunch their numbers. I do […]

Zumiez’s Nov. 2009 Sales Results- A Couple of Comments

Yesterday, Zumiez reported that sales for the four week period ended November 28th, 2009 decreased 1.8% compared to the same period the previous year. For the same period, they reported that comparable store sales fell 8.5% compared to a decline of 15% in the same period the previous year. In the first place, I want […]

What Does the Skate Industry Want From Trade Shows? I Think I Know.

Transworld is trying to get an on line discussion of this topic going, and that’s a good idea. So far, it hasn’t generated much discussion and that’s too bad. Maybe the problem is that they’ve asked the wrong question by focusing on the skate industry. If they’d just asked, “What does a company- any company in any industry- […]

Spy Optics (Orange 21) Sept. 30 Quarter and 9 Month Results

I  always look forward to Orange 21’s filings. It’s just about the only chance we get to see the numbers from a smaller company in this industry, because there just aren’t many of this size that are public and required to show us their results. I also like them because since their change in management, when […]

Volcom Quarter & Nine Months Ended 9/30/09

Volcom’s Quarter and Nine Months Ended September 30 Back on October 29th Volcom released a press release with its third quarter results and hosted a conference call on those results. Everybody read, and listened, and analyzed, and wrote stuff. On November 9th, with no press release, they filed their 10Q for the same time period. Nobody seems […]

Inventory Risk and Inventory Management; Our Own Version of Musical Chairs?

Janet Freeman, owner of the small but well established women’s snowboard apparel brand Betty Rides, has a problem. On October 17th, she told me, “It’s weird but Betty Rides has ALREADY been getting lots of re-orders for snowboard jackets and pants. We cut to order, and are sold out on most things.” Naturally, I was sympathetic to […]