shoeman

1 Comment

    • ON: Fri Mar 21st 19:59 PM
      Commented on:
      Crocs Appears Well Positioned, Stock Is Cheap - Baird
      crox long/short investor

      checked the shoe retailer sites you mentioned

      the Licensed merchandise ONLY is on promotion
      is it the shoe style, or the sports/college license that does not
      sell.....what are the retail prices of other popular licensed categories?

      Also, how do you know that current inventory consists of more
      licensed product?
      Manufacturers track their sku's and adjust for above or
      below average sales per sku for inventory requirements

      As well, how do you differentiate between last years inventory
      and current inventory?

      The above listed retailers are domestic USA only......have you had a
      look at global retailer sell throughs?

      Global retail sales will approach 50% of total revenue....

      You are making some sweeping generalizations based on a
      very limited observation
      View article »
Contribute an Article Become a Seeking Alpha Contributor