Nike recently came out with their 10Q for the quarter ended February 29th. I looked through it, read the conference call transcript, and sat down with the intention of doing my usual analysis. Then I thought to myself, “Who am I kidding?” You want my analysis? They keep growing, make a lot of money, and their balance sheet is as imposing as the Death Star in Star Wars, but in a good way More…
Posts Tagged ‘Nike’
Nike and Their Approach to Product Innovation. It’s Not All About Team Riders
Thursday, April 12th, 2012Nike’s First Quarter; Strong. The Integration of Brand and Retail is Particularly Interesting
Monday, September 27th, 2010Normally, I prefer to wait for the actual quarterly filing to be available before doing this kind of analysis, but I trust you can all appreciate what a monumental waste of time it would be to really dig into Nike’s balance sheet. They’ve got $4.7 billion in cash and short term investments and $9.7 billion in shareholders’ equity. They got only $342 million in long term debt and no outstanding bank borrowings. So More…
Nike’s Annual Report- A Few Interesting Facts
Monday, August 9th, 2010Nike came out with their 10K annual report maybe 10 days ago. Because we’re in the habit of focusing on the press release and the conference call which happens much sooner, nobody seems to have paid any attention to this 145 page document. But never fear, I’m a glutton for punishment and there were a few interesting facts I thought I might provide. You’ll excuse me if I don’t do my usual More…
What Are Big Brands Doing in Retail? It’s a Bit Scary
Wednesday, May 12th, 2010Below is the handout I distributed at IASC’s Skateboard Industry Summit at the end of April where I talked about the evolving retail environment. These are quotes from recent fillings and conference calls by Billabong, Genesco (owners of Journeys), Nike and Zumiez about how they see the retail environment and their involvement in it. Except for Nike, you’ve seen these if you’ve read in detaill my most recent analysis of More…
Nike’s 8/31/09 Quarter, Their Impact on the Industry and Quips on Conference Calls
Wednesday, September 30th, 2009Nike put out a press release on its quarterly earnings two days ago and held a conference call on their results yesterday. This has all happened before the actual 10Q with all the detailed information and footnotes is available. So on the one hand, I’d like to be timely and have this done before everybody loses interest, but on the other hand I’d like to have the best information I can have More…
