Post #1039 by tecmo on the Falling Knives board

Investment Strategies / Falling Knives

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i see more risk in 25% sales being the globe's most fickle\trend customer, china.
see posterchild nike.

fwiw, i see columbia casual as equal quality but less aspirational.

Exposure to China is under 20%, but point taken. Its also really the only region that is growing quickly (growing +25% annually). I think there is lots of room for more growth there - there is a market there for their products, especially in the mid-term.

Not worried about Columbia Casual, if anything this sort of copy-cat just makes the LULU brand even stronger.

tecmo
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