Sporting Goods & Apparel Report Card, 11.1.03

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Company

Symbol

P/E*

Price 10.28.03

52-wk high/ low

+/- 5 yrs +/- 10 yrs.

Market Cap/# Shares

Sales/ Income B=billion M=million

Book Value

Debt/ Equity Ratio

Insider Trading

Levi Strauss

NOT

PUBLIC

STOCK.

PRIVATE

OWNED

BY LEVI

STRAUSS

FAM.

   

Reebok**  

RBK

17.30*

38.97

39.04 27.44

+120% +5%

2.302 B

59.07 M

3.40 B 145.6 M

15.7

.38

$7 million insider sells $130,000 buys

Ralph Lauren**

RL

17.40*

30.45

31.10 18.06

+20% 0%

3.138 B 103.1 M

2.45 B 172.8 M

11.83

.22

$1.3 million in insider sells. $28,420 in insider buys.

Quiksilver, Inc.

ZQK

17.70*

17.38

19.55 11.73

+140% +800%

962.6 M 55.38 M

905.5M 53.3 M

7.55

.12

$13 million insider sells

K-Swiss, Inc.**

KSWS

18.20*

44.76

44.46 20.66

+650% +700%

788.2 M

17.61 M

403.7 M 46.2 M

9.50

.00

$8.2 million in insider sells.

The Gap**  

GPS

21.30

18.73

21.29 11.05

-30% +250%

16.73 B 893.4 M

15.33 B 795.8 M

4.60

.71

$45.5 million in insider sells. No insider buying.

Nike**

NKE

21.60

63.27

64.93 41.19

+45% +400%

16.6 B 262.4 M

10.93 B 784.1 M

16.07

.13

$16.5 million in insider sells. No insider buying.

Tommy Hilfiger  

TOM

N/A

13.85

13.90 5.61

-48% +90%

1.255 B 90.58 M

1.89 B -57.90 M

11.89

.33

None on file.

Guess?  

GES

NA

11.20

12.92 3.30

+200% -40%

483.6 M 43.18 M

576.6 M -9.10 M

3.67

.43

$4 million in insider sells. 5.8 million in insider buys.

*P/E is well below industry average. (Note that P/E N/A means NEGATIVE EARNINGS. It does not mean "not applicable.")
**Dividend-paying stock.

Data obtained off of www.moneycentral.msn.com, www.sec.gov/edgar, and other news sources, including the NY Times, Reuters, Bloomberg, CNBC and press releases.

Company

News and Comments
Guess? Net loss for the first nine months 2003 = -$4.5 million. 3Q 2003 earnings are up 5.6% from same time last year. Same store revenue increased by 20.5%

K-Swiss, Inc.**

Strong results and increasing stock price prompted action from the board. Stock repurchases for 175,000 Class A common shares recently went through, for $6,414,000. Board intends to vote on (and likely approve) 2:1 stock split and to double the quarterly cash dividend. 3Q 2003 net earnings were up 84.8% over same time last year.
Levi Strauss Privately held company. The new jeans are attracting a lot of attention, as is the new ad campaign.
Nike** Earnings in its August quarter rose 21% and the company increased its earnings estimates for the rest of the year and 2004. The world's largest supplier of athletic footwear is experiencing significant growth in its international operating units, including 13% growth in Asia-Pacific revenue, according to Zachs.com.

Quiksilver, Inc.

Revenue increased by 44% in 3Q 2003, over same time last year. Earnings per share is up 17%. Inventories are up 71% from same time last year. Surf ware and snow boards.
Ralph Lauren**

Polo Ralph Lauren Corporation RL will release its second quarter fiscal year 2004 results at approximately 8:00 A.M. Eastern, Wednesday, November 5, 2003. Board of Directors declared a regular quarterly cash dividend of $0.05 per share, payable October 10, 2003 to shareholders of record at the close of business on September 26, 2003.

Reebok**  

3Q profits climbed 17 percent on continuing growth in sales of licensed sports apparel and classic footwear. Beat earnings estimates by three cents per share. Reebok has exclusive partnerships to make licensed apparel and accessories for the NFL and the NBA. Signed Yao Ming to multi-year contract.
The Gap** September Sales Up 14 Percent. Gap Inc. will announce October sales on November 6, 2003. Whole lot of insider selling, after the last few years of hard times. No insider buying. Debt equity ratio is the HIGHEST of all companies in this report card, almost double the ratio of Guess?
Tommy Hilfiger   2Q earnings release on November 5, 2003, 10:30 am. EST. Net revenue for the first quarter of fiscal 2004 was $367.2 million compared to $366.3 million in the first quarter of fiscal 2003. TOM closed most of its specialty stores last year. As a result, net revenue 2004 is expected to be below that of fiscal 2003, in the high single digit percentage range