This chapter examines the rising inventory levels of a major athletic apparel company and their impact on financial performance. It highlights key metrics that reveal declining efficiency in inventory movement and discusses potential branding implications and discounting strategies needed to address these challenges.
“If you thought we were in the weeds, now we’re about to start tunneling.”
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
- The basics of balance sheets.
- If lululemon has an inventory problem.
- A cautionary tale from a mattress seller.
- Companies with strong balance sheets, (besides Berkshire Hathaway).
Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
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