- Fossil designs and distributes consumer fashion accessories. The company works with Armani, Diesel, DKNY, Kate Spade, and many others.
- Fossil intends to successfully unlock the potential of direct-to-consumer online selling. In my view, if the company invests a significant amount of dollars in marketing investments, revenue could increase substantially.
- In my opinion, if the company continues to successfully create demand by showcasing great products and communicating, revenue would most likely trend north.
- I believe that Fossil has sufficient liquidity to run marketing campaigns, and design new products. With that, if the company decides to sell equity to finance more campaigns, I believe that it would be possible.
- I would also be expecting a significant increase in the free cash flow margin. Notice that since 2020, management is really implementing new strategies focused on inventory management and end-to-end supply chain.
For further details see:
Fossil's Plan To Become A Digital-First Organization Could Make Stock Spike By 50%