PacSun’s quarter.  There are just a couple of items you should be aware of.  Here they are.  

Quiksilver released its quarterly results and an update on its strategy.  This way to my analysis. 

Billabong isn’t being sold right now, but might still make a deal with one of its two suitors.  Here’s why I think that might make sense.

Zumiez profit fell during the quarter due to slightly lower comparable store sales and some strategic spending.  You’ll really want to read their comment on the brands they carry.

SPY had a really good quarter.  Here’s how they did it.  I really like the strategy.

Deckers 10Q and conference call gave us some intriguing information on SanukI’ve got questions.

 

 

Tommy HIlfiger’s surf line?  Yes, they are.  More cow bell!!!

The K-Swiss acquisition of OTZ Shoes is more interesting than I thought.  Here’s why.

I enjoyed the IASC Skateboard Conference and made a speech.  Wanted to share some numbers from that speech with you.

Didn’t really analyze NIke’s 10Q though I had a comment or two.  But they got me thinking about the relationship between brick and mortar and e-commerce.

Quiksilver’s announcement that it was making some changes made me think about the process and value of organizational change.  Here’s what I thought.

The Boardroom at the Vans U.S. Open of Surfing.  Whatever we end up calling this, it’s a lot more than a trade show.

How are my Aunt Jenny’s egg beater, a hoodie, and a high end water heater related?  Find out here.

 

Why Do Companies Retain Jeff as a Consultant?

  • They don’t have the time or money to educate the consultant they hire about the industry.
  • They need somebody with a rigorous understanding of the industry who’s not so deep in it that they lack objectivity.
  • They are aware that over 15 plus years, Jeff has correctly spotted many of the emerging trends and has identified effective strategies to respond to them.
  • To help them manage growth and make the inevitable but difficult transition from entrepreneur to manager.
  • To deal with issues of cash flow and capital adequacy either to provide working capital for growth or in a turnaround environment.
  • To develop strategies to respond to inevitably changing market conditions.
  • So they are certain that the questions they are asking are the right ones.

Go here to browse through Jeff’s 15 years of Market Watch columns on these and other issues.

 

JEFF HARBAUGH
President

Office: 206.219.9063
Mobile: 425.698.7564
 jeff@jeffharbaugh.com

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