TREMBLANT CAPITAL

As long-term shareholders, we share your view that the best way to create lasting shareholder value is by growing the brand. Following our distribution center ( œDC ) tour, we understand the capital investments in your DC will support growth, improve your e- commerce capabilities, reduce labor costs, and increase optionality through potential drop- ship partnerships down the road. Additionally, we appreciate the progress towards diversifying your board (Ms. Blair ™s appointment in May 2019), additional communication on ESG topics such as sustainable materials and Uyghur labor concerns (March 2020), and instituting annual guidance (April 2021). We believe these changes improve both your business and the investment case... Since Skechers has been among our top holdings for years, we are frequently asked by our own investors, œWhy is Skechers so inexpensive? Honestly, this question is puzzling to us as well since the fundamentals of your business are better than peers over an extended..

Also known as: Tremblant Capital Group

Primary location: West Palm Beach United States