Entries by jeff

Some Interesting Things You Might Have Missed

Emerald Raised the Money As I reported in June, Emerald Expositions was raising $400 million through a convertible, preferred stock offering.  Part of it was an offering to its stockholders with its majority owner, Onex, agreeing to take whatever part of the offering those smaller shareholders did not purchase. I was skeptical in the article […]

Why is Hibbett Sports Doing so Well This Quarter?

On July 20, Hibbett Sports released a press release and held a conference call to update it’s expected quarterly results.  For their quarter ending July 31st, they forecast comparable stores sales to increase more than 70%.  First half comparable store sales are expected to be up 20%. It’s great to have an industry retailer reporting […]

What A Top Epidemiologist Thinks.  Consider the Business Implications

A friend sent me this excellent interview with Dr. Michael T. Osterholm.  He’s not a medical doctor.  See his background here.  Seems pretty clear he’s worth listening to when it comes infectious diseases.  His objectivity and willingness to say what we don’t know impressed me. I’m supposed to write about business stuff.  The interview may […]

Kathmandu Releases First Numbers Including Rip Curl

Kathmandu released its number for the six months ended January 31 and I’ve finally gotten through the statements.  Maybe the first thing you should do is go read what I wrote when Kathmandu acquired Rip Curl on October 31, 2019.  Here’s the link.  I thought the deal could work, but I was concerned by the […]

Corona- The Beer, Not the Virus

And you think you’ve got problems with your brand? Actually- and I say this with a certain amount of relief- apparently relatively few people are stupid enough to relate the beer to the virus.  Go take a look at this article on Snopes.com that discusses what’s happened to the brand in spite of some of […]