This Week in The B.O.S.S. Report

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TOP STORIES:
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o Marmot launches new marketing and branding campaign...
o Columbia Q2 income doubles on international strength...
o Johnson Outdoors fiscal Q3 earnings climb; watercraft
impacted by settlement...
o LaSportiva N.A. promotes Jonathan Lantz to president...
o Deckers increases guidance on strong Q2...
o Rocky Brands Q2 revenues inch ahead...
o Crocs raises guidance again on triple-digit growth...
o Volcom Q2 income slips...
o Mike Egeck returns to VF Corp. as new Contemporary
Brands Coalition chief...
o West Marine struggles with weak boat market...
o OR's Open Air Demo relocates...
o SportsOneSource expands team again...
o Other Stories include Confluence, Buzz-off, Cocona,
Valandre, Kokotat, VF Corp., and many more...

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I hate to brag but...

We called it:

Posted: 6/25/2007

At the Reuter’s consumer and retail conference in New York, VF Corp. Chairman and CEO Mackey McDonald said that the company is ready to pursue more acquisitions and focus on outdoor and sportswear brands that cater to the women’s market... In the women’s sportswear arena, there are several potential acquisition targets for VFC, including two vertically integrated retailers - lucy and Title Nine.

Today:

VF Corp. Acquires lucy and Seven for All Mankind

Harry Potter Fans

Now you can hide the fact you are reading a children's book...


(click image to read the jacket)

This is one of the cleaner versions.

LINK

This Week in The B.O.S.S. Report

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THE B.O.S.S. REPORT. KNOW MORE. NOW.

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TOP STORIES:
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o OIA Retail Audit: Industry sales up 11.3% in 2006...
o VF Corp sees continued strength in Outdoor Coalition...
o Oakley sees double-digit growth in second quarter...
o LA Port Strike could wreak havoc on holiday deliveries...
o FFR sees strong attendance growth...
o Bushnell acquired by PE firm...
o Pearl iZUMi is the only bright spot in Nautilus' Q2...
o Orange 21 looks to acquire No Fear retail stores...
o Other Stories include Gramicci, Easton-Bell, Centerstone,
REI, GSI Commerce, American Skiing Company, Garmin,
Kahtoola, Inov-8, Crocs and many more...

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Word on the street...

...is that a small retail chain in the southeast brought in a truck load of pink TNF Denali jackets at the beginning of July.

Last week they sold out.

Average temps in July in my neck of the woods have been hovering in the mid 90's.

Who needs seasonal merchandising when you have pent-up demand like that?

This Week in The B.O.S.S. Report

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THE B.O.S.S. REPORT. KNOW MORE. NOW.

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TOP STORIES:
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o Obōz comes out of Bozeman with Connolly at the helm...
o prAna goes on the block as Liz Claiborne restructures...
o Wolverine sees strong Q2 outdoor performance...
o Johnson Outdoors & Confluence settle lawsuit...
o Sports Direct acquires U.K. outdoor retail chain...
o Zumiez June comps soar...
o Gander Mountain wins direct marketing trademarks
back from Cabela’s...
o Garmont acquires Life-Link...
o Big 5’s 11-year comps run comes to an end...
o Lululemon shrinks IPO offering...
o Jansport’s Corvino killed in auto accident...
o Under Armour sees hedge fund buy large stake...
o Performance Bike acquired by PE firm...
o EORA shifts CT show dates...
o Other Stories include Yakima, GoLite, Cabela’s,
Timberland, GSI Commerce, Zappos.com, Scarpa,
Polartec, Amer Sports, Liberty Mountain and many more...

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Under Armour

Well it looks like the UA rally yesterday was actually caused by private equity, not speculation.

From Barrons

LONE PINE CAPITAL HAS FOUND A SNUG fit in shares of Under Armour, a maker of performance apparel and accessories. The $8 billion hedge fund led by Stephen Mandel Jr. disclosed a 7.8% stake in Under Armour shares in a late Friday filing with the Securities and Exchange Commission.

Word on the street...

is that Garmont just acquired Life Link.

More info on Monday.

Under Armour is also rumored to be a takeover target for someone (Nike?) - and Wall Street is taking this one seriously. The stock price was up over 10% today on mere speculation.

This Week in The B.O.S.S. Report

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THE B.O.S.S. REPORT. KNOW MORE. NOW.

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TOP STORIES:
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o Outdoor Industry Foundation takes an in-depth
look at the next generation...
o First Quarter vendor and retailer review...
o Timberland continues to struggle with urban sales...
o Confluence ramps-up personnel, quality control
and deliveries...
o Outdoor Retailer shifts show dates for 2009...
o MSR delays Reactor Stove deliveries...
o Other Stories include Reef, Tubbs, Injinji,
Moving Comfort, Movement Skis, OIWC, nuun and
Deuter, and many more...

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