ROTH CAPITAL PARTNERS: Hosting 27th Growth Stock Conference March 8-11 in Dana Point, Calif.
Details on Industry Insight.
Here's what he had to say.
KR3W is still doing really well in denim and with tank tops, Aaron said. RVCA is picking up.
Vans is "killing it right now across the board," he said. New school, old school - everything, he said.
Spy is crushing it in sunglass, Aaron said. A year ago it was Electric, but now it's Spy. "I don't try to figure out why, it just happens," he said.
In watches, Vestal is picking up some. "We're getting better sell through with them than we ever had," Aaron said. "Not as much as Nixon, but Vestal is doing better than it has before."
Girl Skateboards, Plan B and Baker decks are selling well.
The popularity of 8-inch decks.
Sales of all over urban prints are slowing while neon-colored T-shirts with blues, pinks and yellows are picking up.
Wayfayers from the 1980s are back in a big way. Kids are wearing old Oakley frogskins, left, Aaron said, or buying cheap Wayfayer knockoffs.
Skate shoes: At Industrial, the slowdown in skate shoes started before the economy turned. Shoe sales slowed in June at a time when the store overall was doing great. It wasn't until November that overall store sales slowed, he said.
Business overall has stabilized, Aaron said after a rough couple of months.