Footwear

Foot Locker: More Like Hurt Locker

2023-08-31T04:06:36+02:00

Foot Locker is a perfect example of a business model that has been cracked wide open by a shift in the value chain. After previous management allowed the company to become a glorified Nike store, the new team is being forced to cut back on Nike because of that company's direct-to-consumer strategy. This creates plenty of uncertainty and a need for a turnaround strategy, which is why the dividend has been suspended.

Foot Locker: More Like Hurt Locker2023-08-31T04:06:36+02:00

Crocs: Ugly shoes; pretty profits

2023-03-14T12:19:17+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2023-03-14T12:19:17+02:00

Crocs: Ugly shoes; pretty profits

2022-12-15T01:19:51+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2022-12-15T01:19:51+02:00
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