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Skullcandy, Inc. Message Board

  • michaelsistowicz michaelsistowicz Jan 23, 2013 3:14 PM Flag

    AAPL Earnings move?

    I wonder if this is a reaction to the upcoming Apple Earnings call? Perhaps some people know that the EarPod is now being heavy discounted (down to 29 bucks). I just got back from Best Buy and I can't imagine anyone buying a pair of them with all the other alternatives. I never bought the downgrade from that announcement by AAPL anyways.

    As a side note - Beats / Monster / and Soul are all OVER Best Buy. However, I wonder how many 199-299 dollar a pair Headsets the market can handle? SKUL Ink'd displays well positioned and at 20+ dollar range (which is NOT the heavy discounted bargain basement #$%$ out there from Gummies to Sony to Panasonic).

    Thinking the marketing of the 50-99 range by SKUL is INDEED the sweet spot here. Will be interesting to see how that catagory held up for SKUL over the holidays (with the choices out there I saw (limited) I would say pretty well).

    I didnt see any PLYR 2 or SLYR gaming sets there. Just a few A40 Astro's. I know SKUL is introducing the PLYR and SLYR slowly which makes me think they are not jumping the gun for sales last quarter as they made target).

    Just my humble opinion...

    Sentiment: Strong Buy

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    • I'm with you on the $50-$150 target market...great strategy with limited competition. Mgmnt knows this as they rolled out the aviator, navigator, Hesh 2 and Crusher all in this range. And I believe Skul is gaining share in the ear bud market. Although ear buds are losing some popularity, I believe Skul is offsetting with market share, which is solid as these have great margins.

      Not sure what's up with the gaming headsets as I don't see them anywhere either. I agree with their strategy to go after this market, but not sure they've made any progress. Curious to hear about these on the call. I also wonder how Astro is selling as it's definately the highest priced gaming sets in the store.

      Heard some scuttle about a Skul TV commercial coming out....possibly during the Superbowl? I don't have a good source on this, but wondering if anyone else has heard.

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