I do not see any competitive advantages SKX has over Nike or Under Armour…that would be my greatest concern…for a mid 30 year old, SKX does not have the ‘cool’ factor that nke and UA have…just look at the major sports endorsements…major league baseball, college football, nba…etc…UA and Nke are plastered all over…
When I think of SKX, I think causal walking shoes…nothing more, nothing else…
In honesty, teenagers now a days would be embarrasses to wear SKX…it’s all about the “name brand” …which is currently Nke and UA…
Nke and UA also have diverse revenue streams besides footwear…think athletic apparal…workout gear, shirts, pants, etc…
I see SKX going the way of Reebok, LA gear,
I am staying away and continue to hold my long term investments in UA and Nke…