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Industry Insight

SHACC: Trailblazers in Women's surfing exhibit opens April 25.
ROTH CAPITAL PARTNERS: Zumiez comps exceed estimates.

Details on Industry Insight.


Tiffany Montgomery
IN THE ARCHIVES
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Karmaloop insiders' prebankruptcy payday

Karmaloop insiders' prebankruptcy payday

April 24, 2015 Tiffany Montgomery
While Karmaloop was teetering on the edge of financial disaster in 2014 and early 2015, the CEO and his family members managed to pay themselves handsomely.
Breaking news: Amer sells Nikita and Bonfire

Breaking news: Amer sells Nikita and Bonfire

April 23, 2015 Tiffany Montgomery
Amer Sports has sold its Bonfire and Nikita brands. We have an interview with the new owner, and details about the go-forward plans for the brand.
Two Billabong operational executives depart

Two Billabong operational executives depart

April 22, 2015 Tiffany Montgomery
Two global operational executives at Billabong are exiting the company, SES has learned.
Details about Volcom and Electric's Q1 revenue results

Details about Volcom and Electric's Q1 revenue results

April 21, 2015 Tiffany Montgomery
SES listened to the Kering earnings conference call today and we have some details about the brands' top line performance.
Zumiez's unique approach to executive pay

Zumiez's unique approach to executive pay

April 17, 2015 Tiffany Montgomery
Zumiez filed its annual proxy statement today. We have some interesting details about executive pay, major stockholders and the unique way Zumiez's evaluates its leaders.
Vans Global VP of Marketing on how Vans is globalizing the function

Vans Global VP of Marketing on how Vans is globalizing the function

April 16, 2015 Tiffany Montgomery
A key strategic priority for Vans is also a top priority for many other companies in this space: How to create and maintain a truly global brand. Fara Howard shares how Vans is approaching the task.
SES Special: Vans President Kevin Bailey

SES Special: Vans President Kevin Bailey

April 15, 2015 Tiffany Montgomery
An update on Vans initiatives that other industry companies are also striving to achieve: globalization, distribution segmentation, company retail expansion, and product extensions via sub branding. Also, reaching $2 billion and fighting off athletic.
Quiksilver details financial terms of Mooney's exit, new executive salaries

Quiksilver details financial terms of Mooney's exit, new executive salaries

April 13, 2015 Tiffany Montgomery
Quiksilver disclosed terms of former CEO Andy Mooney’s separation agreement with the company in a filing with the SEC late last week. The company also reported new base salaries for executives who have taken on more responsibility.
The spring merchandise mix at PacSun and Tilly's

The spring merchandise mix at PacSun and Tilly's

April 02, 2015 Tiffany Montgomery
Since we’re in the height of spring, an important season for the industry, SES visited PacSun and Tilly’s at the Irvine Spectrum Center this week to see which brands were getting the most space at those stores.
How high-flying Karmaloop became bankrupt

How high-flying Karmaloop became bankrupt

March 31, 2015 Tiffany Montgomery
The mistakes that led to Karmaloop's bankruptcy and which industry brands the online retailer owes the most money to.
SES analysis: What went right, and what went wrong during Mooney's tenure

SES analysis: What went right, and what went wrong during Mooney's tenure

March 27, 2015 Tiffany Montgomery
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.
Top line improvement continues at PacSun

Top line improvement continues at PacSun

March 25, 2015 Tiffany Montgomery
How men's and women's performed in Q4 at PacSun, plans for 2015, more.
Element plants big stake in London

Element plants big stake in London

March 23, 2015 Tiffany Montgomery
Europe is Element’s highest-volume territory, and the brand’s new London store is in Covent Garden, a high profile area of the city.
A look at Nixon's London store

A look at Nixon's London store

March 23, 2015 Tiffany Montgomery
A visit to Nixon's London store.
Nike SB focuses on performance in London

Nike SB focuses on performance in London

March 23, 2015 Tiffany Montgomery
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.
Tilly's details 2015 store opening plans, Q4 brand highlights

Tilly's details 2015 store opening plans, Q4 brand highlights

March 18, 2015 Tiffany Montgomery
Several key Tilly’s initiatives drove strong fourth quarter and full results for the retailer, which reported earnings Wednesday afternoon.
Quiksilver works to win back the core market

Quiksilver works to win back the core market

March 17, 2015 Tiffany Montgomery
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.
Big plans for Schuh expansion, details about Journeys block buster Q4

Big plans for Schuh expansion, details about Journeys block buster Q4

March 13, 2015 Tiffany Montgomery
Genesco outlines Europe growth plans for Schuh and provides details about why Journeys, a key industry customer, had a great Q4.
Zumiez's outlines grand vision for Blue Tomato, comments on Q4 results, 2015 store plans

Zumiez's outlines grand vision for Blue Tomato, comments on Q4 results, 2015 store plans

March 12, 2015 Tiffany Montgomery
All the details from a newsy Zumiez conference call discussing Q4 and 2014 results, and plans for 2015.
Urban Outfitters CEO on combating price pressure, rejuvenating stores, online prowess

Urban Outfitters CEO on combating price pressure, rejuvenating stores, online prowess

March 10, 2015 Tiffany Montgomery
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.
Globe's diversification strategy paying off

Globe's diversification strategy paying off

March 09, 2015 Tiffany Montgomery
Details about how Globe International performed in North America, Europe and Australia, and how the company has turned its business around.
Luxottica outlines plans for Oakley growth

Luxottica outlines plans for Oakley growth

March 06, 2015 Tiffany Montgomery
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.
Safilo comments on Smith's 2014 results

Safilo comments on Smith's 2014 results

March 05, 2015 Tiffany Montgomery
Smith owner Safilo Group commented on the brand’s 2014 performance today. Smith's role at Safilo has gained in importance of late.
Hollister's woes continue, plus a big change for Hollister Australia

Hollister's woes continue, plus a big change for Hollister Australia

March 04, 2015 Tiffany Montgomery
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.
SurfStitch, Swell, Surfdome results - plus which retailers Swell is targeting

SurfStitch, Swell, Surfdome results - plus which retailers Swell is targeting

March 03, 2015 Tiffany Montgomery
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.