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V.F. Corporation Message Board

  • hideyhonabor hideyhonabor Mar 8, 2001 5:48 PM Flag

    Hello Eggy

    Hello Eggster, Isn't this so much nicer than SNRS even if it is boring as hell.

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    • STill hanging on here. Cub has his hands full over on SNRS board. Intimates division will have decent year but is close, no wiggle room on expense side. Jeanswear seems to be doing well. Don't know about Jansport but I see an awful lot of back packs. The battery operated jacket is novel but down south we generally don't need much more than a windbreaker so I don't know NF product well. Everyone is hoping for spring to finally get here and it is having a hard time breaking through. Attitudes and spending will improve through Easter into May. (jmo). Stop by the SNRS board and lend cub some support.

    • They all owned WAC and killed themselves.

    • What you say is true. I'm sick and tired of trying to make an honest living while "they" scam their way through it. My lack of initiative, I guess.

    • First, I hate a board that makes me get my dictionary out ("paronomasia"). But con-grats on your word play anyway.

      Second, con-fidentially, I con't imagine how you can so con-veniently con-tinue with con-viction to con-jure up that con-frontational con-jecture about my con-nection with those con-troversial financial con-quests.

    • Now I've heard everything. I'm just not believing it.

      On another topic, I wonder if kjd3 every sold those TNF certificates to KFC or is still waiting for a white knight to bid $4.25 and save his portfolio.....

    • Yo Sylvestor, geeze, long time. Haven't seen Fud since the turd face went in the fan. Being he's a farmer, he ought to be an expert on chicken flucking. Anyone know where the "one hump or two" is...aka cameldick? And of course the lovely Ms Brown?

      When Eggy finds out you mentioned the Face and add to earnings, well, you're on your own bud!

      cub

    • Hi Guy! My North Face chicken arrived pipeing hot! They could have plucked the gd thing and left explicit instructions to disconnect the battry before diving in! First bite is a shocker, hard to tell which is crispier, me or the chicken.
      I dug this up on Maldon Mills, note last paragraph. Watch that high setting.

      http://www.outdoorretailer.com/or_main/news/01_01/0101d.htm

      The basis of their suit against the vendors is the same as the Malden Mills suit against the same vendors, says Weglein.

      "We�re saying that the most probable cause of the fire is that short cut fiber, called flock, acts like a dust under certain circumstances and in the right combination of density of fiber in the air and the energy to ignite this fiber, you have a situation that will go boom in the night," he says. "We�re saying the vendors of the fiber knew or should have known that this could happen and they should have told us."

      Malden Mills alleges other vendors did not provide adequate fire safety protection and information.

      Malden Mills� lawsuit is currently in discovery and is scheduled for trial in 2002. �E.T.

      cub

    • Benway....check one of my posts from yesterday. It had a more detailed explanation of the market share. I don't know what the reality behind the numbers is in fact. Outdoor Retailer released the figures in their 2000 industry over view.

    • Geez, are you wankers still hanging out around here?

      Me? I just got a flat tire here on the way over to see a hot little biotech.

      Okay, that's not true.

      Seriously, I figure with beef on the ropes this KFC stock is gonna go through the roof! Now is the time to buy, buy, buy!

      I gotta ask around about the market share stuff. It doesn't make sense to me given the relative sizes of the companies involved.

      For now, I'm outta here. I do have to say I think guns should be illegal except where used by Mac owners to shoot anti-abortionists.

    • Hello there Tris. Every year,
      Outdoor Retailer (an industry pub) does a pretty comprehensive industry survey. They always include some interesting tidbits. For example, in apparel, the Top 3 Name recognition brands for 2000 are Patagonia, Columbia Sportswear and Mountain Hardwear. Columbia and Mountain Hardwear knocked both The North Face and Gramicci out of the Top Three, to fourth and fifth, respectively. Other runners-up include Royal Robbins and Marmot. However, TNF still was first in actual sales. Although you have to wonder if the study was using the numbers provided by TNF (which are suspect in my opinion).

      As part of the industry�s total sales volume, apparel took a dip last year to about $1.3 billion, or 26 percent. In 1999, apparel accounted for 34 percent of total industry volume, or $1.7 billion. In fact, the dollar figure this year is less than that of 1998 ($1.44 billion).

      Footwear climbed to a new place in the sun, with 21% of industry total sales volume, or $1.1 billion, up from $806.4 million in �99 and exceeding the previous all-time high of $1.06 billion in 1998. Accompanying this increase is the number of retailers (20 percent) reporting sales of $150,000 to $499,999 in footwear�double the number from last year. The number of retailers selling $500,000 or more of footwear also has doubled.

      Top footwear vendors in 2000 show little change, with Vasque holding onto its longtime first place spot, Salomon slipping out of its first place tie in 1999 to second place in 2000, and Teva third. These top three places are closely followed by Asolo, Lowa (another relative newcomer to the U.S. market), Montrail, Merrell, Birkenstock (another old brand making new inroads into our market) and Chaco (a newcomer in relation to Teva). One can see by the brand names the diversity of footwear being sold in our market, from traditional hikers to sandals to casual shoes.

      Gear sales held their own in 2000, at 31% of total industry sales volume, or $1.6 billion, indicating little change from 1999 (31% at $1.562 billion). The most notable shift in sales volume ranges occurred at each end of the spectrum: the number of retailers reporting annual footwear sales of less than $10,000 increased to 18 percent (over 13 percent in 1999); those reporting $1 million or more annually rose to 8 percent (over 3 percent in 1999).

      There has been a shift in top gear brands. In 1999, Mountain Hardwear and The North Face tied for first; in 2000, The North Face occupies the first slot alone, and Mountain Hardwear takes over second (the spot where, last year, Black Diamond and Kelty tied). Taking the third slot this year is Black Diamond. Close on the heels of these three companies are Gregory, Sierra Designs, Kelty and Lowe Alpine.

      So TNF is still very much a player. The brand name is still keeping them in place as a solid player. I suspect that their true apparel sales were less then reported in the survey as most of those sales were loss leading sales in closeouts and overstocks.

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