PacSun’s April 30 Quarter; How Long for the Strategy to Get Traction?
While CEO at Pacific Sunwear, Sally Frame Kasaks took some appropriate tactical actions. The problem, I conjectured at the time, was that she just didn’t “get it” when it came to the youth culture...
View ArticleVF’s June 30 Quarter Results; Pretty Impressive
VF released its earnings and had its conference call back on July 21, but the 10Q was only released August 10th. The results, as you probably already heard, were good. Revenue for the quarter was up...
View ArticlePacSun’s Year and Quarter; Progress, but Work Left to Do
I want to start by focusing on some comments PacSun’s management made that are indicative, I think, of why this is a harder environment for most industry companies and especially for one that is...
View ArticleVF’s Quarter and some Broader Considerations
As I’ve told you, I’m not so much interested in analyzing the financial statements of big multi-brand corporations like VF (or Nike, or PPR, or Jarden, etc.) but of seeing, to the extent we can, what...
View ArticleVF’s Quarterly Results and Strategy: They Do Love Outdoor and Action Sports
VF’s reported revenues rising 16.4% in the quarter ended June 30 compared to the same quarter last year. Net income was up 20% from $129.4 million to $155.3 million. As you look at those headline...
View ArticleVF’s Quarter. Thank God for 10Qs (What an odd thing to say)
VF had a quarter in which total revenues rose 14.3% from $2.73 billion to $3.12 billion. Net income was up 26.8% to $381 million. I don’t find it as clear cut as that sounds, and the way to approach...
View ArticleVF’s First Quarter: Outdoor and Action Sports Continue to Shine
VF’s March 31 10Q reported an overall 2.15% increase in revenues from $2.556 billion to $2.612 billion from the same quarter last year (Would have been 1% more, but they sold the John Varvatos brand)....
View ArticleVF’s June 30 Quarter; Net Income Down, But Kind of Not Really.
VF’s net income fell 11% from $155.4 million in the quarter to $138.3 million in the same quarter last year. But last year’s quarter included a gain of $41.7 million from the sale of the John Varvatos...
View ArticleVF’s Quarter; Outdoor and Action Sports Continue to Lead, But…
There are, to my way of thinking, three main points to be made about VF’s September 30 quarter. The first is that the Outdoor & Action Sports (OAS) segment revenues as reported rose 6.43%....
View ArticleAll About Outdoor & Action Sports: VF’s Quarter
That the outdoor and action sports segment (OAS) of VF’s business is critical to its overall success is pretty obvious from the numbers. Total company revenue for the quarter rose 8% from $2.22 to $2.4...
View ArticlePacSun’s April 30 Quarter; How Long for the Strategy to Get Traction?
While CEO at Pacific Sunwear, Sally Frame Kasaks took some appropriate tactical actions. The problem, I conjectured at the time, was that she just didn’t “get it” when it came to the youth culture...
View ArticleVF’s June 30 Quarter Results; Pretty Impressive
VF released its earnings and had its conference call back on July 21, but the 10Q was only released August 10th. The results, as you probably already heard, were good. Revenue for the quarter was up...
View ArticlePacSun’s Year and Quarter; Progress, but Work Left to Do
I want to start by focusing on some comments PacSun’s management made that are indicative, I think, of why this is a harder environment for most industry companies and especially for one that is...
View ArticleVF’s Quarter and some Broader Considerations
As I’ve told you, I’m not so much interested in analyzing the financial statements of big multi-brand corporations like VF (or Nike, or PPR, or Jarden, etc.) but of seeing, to the extent we can, what...
View ArticleVF’s Quarterly Results and Strategy: They Do Love Outdoor and Action Sports
VF’s reported revenues rising 16.4% in the quarter ended June 30 compared to the same quarter last year. Net income was up 20% from $129.4 million to $155.3 million. As you look at those headline...
View ArticleVF’s Quarter. Thank God for 10Qs (What an odd thing to say)
VF had a quarter in which total revenues rose 14.3% from $2.73 billion to $3.12 billion. Net income was up 26.8% to $381 million. I don’t find it as clear cut as that sounds, and the way to approach...
View ArticleVF’s First Quarter: Outdoor and Action Sports Continue to Shine
VF’s March 31 10Q reported an overall 2.15% increase in revenues from $2.556 billion to $2.612 billion from the same quarter last year (Would have been 1% more, but they sold the John Varvatos brand)....
View ArticleVF’s June 30 Quarter; Net Income Down, But Kind of Not Really.
VF’s net income fell 11% from $155.4 million in the quarter to $138.3 million in the same quarter last year. But last year’s quarter included a gain of $41.7 million from the sale of the John Varvatos...
View ArticleVF’s Quarter; Outdoor and Action Sports Continue to Lead, But…
There are, to my way of thinking, three main points to be made about VF’s September 30 quarter. The first is that the Outdoor & Action Sports (OAS) segment revenues as reported rose 6.43%....
View ArticleAll About Outdoor & Action Sports: VF’s Quarter
That the outdoor and action sports segment (OAS) of VF’s business is critical to its overall success is pretty obvious from the numbers. Total company revenue for the quarter rose 8% from $2.22 to $2.4...
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