Has anyone ordered a new kit, unrelated to their correct build? That is, new or repeat builder making an order for a new project? I have not dug into the court docs to find a report from Vans on new orders. I'm not sure if they are even reporting that. Just trying to understand if people are feeling comfortable enough to place an order, and have not been priced out with the latest increases. After all that is the key metric for Vans to move past all this.
I do wish Vans communicated more on how things are going, Ex: We shipped X kits, had Y revenue, on target +/- Z%, etc. The vacuum just leads to conjecture, which tends to be negative. I guess we will have to wait for any filings on Jan. numbers.
I do wish Vans communicated more on how things are going, Ex: We shipped X kits, had Y revenue, on target +/- Z%, etc. The vacuum just leads to conjecture, which tends to be negative. I guess we will have to wait for any filings on Jan. numbers.