Entries by jeff

Quality Information on the Internet and Ecommerce

Mary Meeker is a venture capitalist focusing on the internet and new technologies.  She’s a partner at the VC firm of Kleiner Perkins Caufield & Byers. Every year, Mary offers up her Internet Trends report in the form of slides.  This year, it’s 294 slides long, but I’m asking you not to be put off […]

Deckers’ Results for the Year; Sanuk Continues in Cleanup Mode

For the year and quarter ended March 31, Deckers improved its results as discussed below.  Related to that improvement is the progress of its restructuring and operating profit improvement plans.  As we review these results, we’ll see that Deckers is confronting the same issues other brands/retailers are confronting as the internet changes the role of […]

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 […]

Zumiez’s Annual Results; And Tales from its Conference Call

My favorite part of a Zumiez’s conference call is when CEO Rick Brooks apparently decides the analyst has asked the wrong question or doesn’t quite understand the implications of what’s been asked.  Two plus pages of transcript later, sometimes ably supported by CFO Chris Work, we may have forgotten the original question, but we’ve always […]