Tilly’s annual 10k report.  All retailers have the same issues.  Here’s what I mean.

PacSun’s annual report and quarter.  Improvement.  More needed, and sooner rather than later.  It’s a balance sheet thing.

Intrawest filed its first quarterly report as a public company.  It doesn’t yet reflect the restructuring, but it’s still interesting.

SPY’s annual report.  More progress, and an operating profit!  What a long, strange trip it’s been.

Zumiez net income and sales for the year increased.  But like others, they were constrained by the economy.  Here’s my analysis.

Skullcandy’s annual report.  Big improvements in strategy and operations, same old problem.

Quiksilver’s first quarter.  Still a work in progress, but there is progress.

 

 

A few ideas from my presentation at the Snowboard Industry ConferenceSee them here.

Sport Chalet and some ideas about integrating online with brick and mortar.

Billabong and Quiksilver have a lot in common.  They need to focus on the same thing, and I suspect they are.

The SIA show in Denver.  Fun and well done as always.  What did I notice?

Intrawest is public.  Oh good, another company to write about.  What did they gain?

Apparel prices  have risen a bit in the last couple of years.  More increase on the horizon? 

Zumiez’s 100K party.  It’s good to have a sustainable competitive advantage.

Good Surf Expo Show.  I still hate shows that overlap.  The SUP section blew me away.


 

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 20 years of Market Watch columns on these and other issues.

JEFF HARBAUGH
President

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