Both of you speak volumes and I couldn't agree more. However the unknown and the major catalyst this quarter will not be Zappos or Amazon or Nordstorm, rather the E Commerce and on line sales of the shoes, which no one seems to account for and Deckers has made tremendous strides and investments in this.
In fact they are using very sophisticated inventory controls that will never lead them into the kind of situation whereby they have excess inventory. Not only that did you guys hear about the massive production facility they are now renting in CA?
Reality: No one would disagree with you about the importance of direct sales. But every indicator of sales is valuable. Also, I assumed that the big new rental facility will be a warehouse. Do you have information to the contrary?
advisorydoc: As I have noted previously on this board, much more significant is the ranking of UGGs among all women's shoes at Zappos -- not merely among all women's boots. As of a couple of minutes ago, 19 of the top 25 bestselling women's shoes are UGGs.
The Amazon rankings have also been excellent, but now Amazon is not listing UGG Classic Shorts or Talls -- the two top-selling boots -- so the rankings are deceptive. I have complained about this in the past, and today notified UGG about the problem. This hurts sales among buyers who like to buy what is most popular.
In any event, my channel checking bodes well for this quarter.