Entries by jeff

Some Ideas About the Retail Environment

My research department has been coming up with interesting reads I haven’t had time to pass on.  Here are three worth a few minutes of your time. “5 Ways the Future of Retail is Already Here” shouldn’t surprise anybody who’s been paying attention.  But it’s interesting to see these five retail evolutions listed together and […]

A Brief Remembrance of SPY CEO Seth Hamot

This isn’t the kind of thing I usually choose to write about.  After some thought, I wanted to express how sad I was to hear about the recent passing of SPY CEO Seth Hamot.  For years before I met Seth, I gave him a hard time.  As a public company, SPY was a valuable source […]

One Last Time! Billabong Reports Its Half Yearly Earnings.

Thursday’s earnings call by Billabong for the six months ended 31 December 2017 was its last unless something unexpected happens.  With an anticipated late April closing of the acquisition of Billabong by Boardriders for $1.00 a share, with Billabong ending up private, we won’t be seeing any more of the company’s numbers. Everybody knows that […]

Insights on the Sale of Billabong to Boardriders

On February 14th, Billabong released a 194 page document explaining the deal under which Boardriders (formerly Quiksilver and owned by Oaktree) will buy it for $1.00 a share (all number in Australian dollars unless otherwise noted).  You can go to this page and click on “Court Orders Convening of Scheme Meeting” to download the document […]

Trade Shows and Scooters

I’m back from the first combined Outdoor Retailer/Snow Show trade show in Denver.  The most impactful thing I brought back from the show was the flu.  You guys who had dinner with me Thursday night- let me know if you got it. You know, last year I came home from Denver with what turned out […]