The story is that KMD will be back to a new normal (better than the old normal) in 2021
Coming out of this a much stronger company
Rememember BRANDS are the name of the game.
That $70m number is meaningless really.
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I know I have just had to buy three down jackets for the kids as its freezing... all from KMD
Tj — also think a bit of relief in that update ....KMD not going bust.
well really did not buy enough in the offer....and i own the best dual purpose top rip curl has ever produced.. I left a photo here and its really the best made jacket ever ...i would have bought many had i known the quality at the time., I doubt the same quality exist today..
Yep, ecom 'helped' but unable to lessen the blow, not proficient with that channel...
Still bearish on this, their product mix/brand offering/supply chain not well positioned. Will struggle on EPS and be at continued whim of the banks.
Wrote a long post on this a while back.