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VF CEO Explains Dickies Sale, Elaborates on Vans, North Face Strategies
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The challenges facing the Adrenalina bid
I've talked to several financial folks this morning to see if they think the bid by Adrenalina for PacSun is possible. I'll summarize what they said the challenges are: Financing:…
News May 13, 2013
What is behind Quiksilver's low stock price
Correction: Quiksilver says its current debt is $1.05 billion. I originally quoted Quiksilver debt as $1.7 billion in this story. Â I took the figure from a transcription of the third…
News May 13, 2013
A visit with Skatepark of Tampa
I was in Tampa last week, so stopped by the Skatepark of Tampa to check out their operation and talk with General Manager Ryan Clements. I must say, I was…
News May 13, 2013
Quiksilver stock closes under $1
Overall stock prices were battered again today, and Quiksilver stock closed at 88 cents. I thought it would be good to review some information I included in a story about…
News May 13, 2013
Quiksilver default unlikely, analyst says. Also, the case for VF as a Quik buyer
I received an in-depth research report from KeyBanc Capital Markets stock analyst Brandon Ferro this week, which makes the case that it is unlikely that Quiksilver will default on its…
News May 13, 2013
VF layoffs across two units – none announced in Outdoor thus far
VF Corp. is laying off what it calls "a modest number" of employees across two of its business units - jeanswear and services.
News May 13, 2013John Wilson on staff reduction at Reef
I spoke with Reef President John Wilson this morning about the layoffs at Reef this week and the company's plans to tighten its apparel offering.
News May 13, 2013
Quick report from Surf Expo
I spent Thursday walking the Surf Expo floor and talking to brand executives. It's my first time at Surf Expo, so I asked show veterans how the traffic and vibe…
News May 13, 2013
RVCA CEO Tenore on growth and more
RVCA is coming up in all sorts of conversations lately - from PacSun CEO Sally Frame Kasaks talking about the brand's success and expansion at PacSun during an investors conference,…
News May 13, 2013
