Zumiez reported a solid August 3rd quarter, and their balance sheet remains rock solid. They had to deal with the same pandemic issues as everybody else, and their responses were similar. But what we are reminded of in the 10Q and the conference call, like for the 50th time, is Zumiez’s is confidence in their culture, their balance sheet, that ecommerce and brick and mortar as one channel, and that their data systems and trade area concept coupled with instore ecommerce fulfillment offers them an advantage as retail changes.
The faster things change, the bigger the advantage may be. First the numbers. Then a little deeper dive into some of the things they don’t quite say but are maybe implying that you should think about.