My apology for not providing any links. For those that follow SKX, I’m sure you’ve read about discounting on Amazon and elsewhere. Given the increase in inventory we saw last quarter, is this a concern for anyone?
To summarize the last quarterly report, everything fired on all cylinders except that inventory ballooned quite a bit. Now that we are hearing of heavy discounts, I don’t have the best feeling about their December quarter.
I may be looking into this too much and appreciate any feedback.
Take care,
A.J.