Andrew Horowitz

Zumiez: Cashing In on Its Customers' Whims

ZUMZ has less reliance on one product line. Even though Crox is HOT and they are expanding to new styles, it is still just shoes and really one product that is capturing all the attention. BUT, note that I am not so excited here and not saying it is a BIUY BUY BUY by any means. In fact, if you read I send cautionary notes out throughout the post.

One more thing, while I have agreed that CROX shareholders are cashing in now (as are the insiders) I do not see the long term ability for them to continue on this growth trajectory.

Also, one more thing, not sure what CROX actually has to do with ZUMZ in the first place. DIVERSIFY my friend. There are plenty more opportunities out there. (not saying you should sell, just look around - not just down at those comfy orange things) :-)

I am sure there is some witty reply to this, but again, I am befuddled as to why I am even replying to the comparison. Is a comparison of CROX to IBM next?

Andrew