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Skullcandy, Inc. Message Board

  • michaelsistowicz michaelsistowicz Oct 30, 2013 8:07 PM Flag

    Under Armour - Outlet Stores - Licensing Deals

    Hired a VP from Under Armour, Opening Outlet Soores and looking at "High Margin" Licensing Deals.

    Cash flow is good, balance sheet is strong. They are well positioned in the market with top retailers.

    Expect innovated new products to come out that are not just #$%$ ear buds like other manufactures.

    Upgrading website and brand continuity.

    High end over ear (read Beats) market is down 44% y/y... SKUL (less excess inventory in that segment) is not going to play in that sandbox.

    Hoby has a plan here...

    Hoby is setting up for some big upside surprises going forward.

    It was interesting that Radio Shack was that "mystery" top 2 customer (We knew BBY and thought it was Target).

    Hoby laid the cards on the table.

    The bulk of this revenue decrease is off priced channel elimination and Radio Shack as a brand struggling with consumers.

    I have been investing and following this company since IPO (ouch) and this call was the best one ever as far as a plan and no BS.

    The stock might take a hit tomorrow on the forward guidance (Earnings wise), great time to enter if it does.


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    • thanks for your thoughts Mike, Yes, patience is a virtue. If ah action is any indicator like lt was last er, It may sell a tiny bit tomorrow but bottom line is that virtually all who are in now are long term candidates. No sell off of serious value. I'll wait and live another day!

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