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Non-Tech : The North Face (TNFI)
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To: Greg Thomas who wrote (75)11/19/1997 4:30:00 PM
From: Bollmonster  Read Replies (1) of 236
 
Greg,

Q3 is TNFI's most profitable quarter because all of their back-to-school, fall, and a significant part of the winter gear are usually shipped by then. In past years, Q3 and Q4 have had positive EPS while Q1 and Q2 are negative. Q1 and Q2 are negative because of fixed costs and purchasing / manufacturing expenditures for the fall season.

Now this year TNFI came closer to breaking that cycle...analysts were quite surprised by the lower than expected losses for Q1 and Q2 this past year...the higher earnings were due, I expect, to more reorders and the introduction of the multi-season Tekware line.

If TNFI can turn either one of those Qs even marginally profitable this year, I think it would be an extremely bullish sign for the company. I won't make any bets on whether or not it will happen, though.

Take it easy...if there's anything I wasn't clear on, please let me know.

Bollmonster
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