One point you made about not supplying domestic outlet numbers rings very true. If you go back 5 years ago they always had a line in their brand breakdowns that noted how many of the outlets were international and then all of a sudden they stopped reporting this figure only to bring it back years later in the presentation today.
I felt that this could be to cover up the declining domestic network and hopefully in future they break down the numbers of DK, Brumbys and Micheles like they used too as it would provide investors with better insight into the individual brands performances allowing better decisions to be made about the value of the business.
What they are doing at the moment would be the equivalent of WES grouping Target and Kmart into a single line to hide the struggles of Target from the market by utilising Kmarts higher figures.
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