For two years, SES has been talking to former and current Quik employees and key retailers about Mooney’s strategies, and listened to every conference call since he became CEO. Some themes emerged over time from all those conversations and our reporting.
While in London in February, SES visited several industry stores to see how brands were presenting themselves in this busy city that is important to skate, but not a key hotspot for traditional surf brands.
Lots of details about Quiksilver's Q1 results, plus what Andy Mooney had to say about winning back the core market. Also, a breakdown of wholesale, retail, and ecommerce results by region, and results for the Quiksilver, DC, and Roxy brands.
Urban Outfitters provided some interesting insight into the state of retail, the company’s businesses, and how shoppers are responding to several new categories at its namesake banner, which has struggled. Plus, photos from Urban's London flagship.
Luxottica executives commented several times on Oakley’s performance and future plans during the company’s annual meeting in Milan this week. SES watched a video replay of the meeting and compiled some interesting information.
Hollister’s problems continued in the fourth quarter as parent company Abercrombie & Fitch struggles to reinvent itself. The company outlined a plan to improve business, plus announced a big change for Australia.
Online retailer SurfStitch, which now also owns Surfdome in Europe and Swell in the U.S., released earnings. Executives also had some interesting things to say about which retailers it plans to take market share from in the U.S.
A talk with Neil Fiske about the wholesale resurgence he sees for Billabong in the U.S., how Billabong performed in other regions, why Element may be turning around in the U.S., and why overall company results were still challenged.