RE:RE:RE:positive momentum Does context not matter (covid, etc)? Could you explain your statement of sales being sideways? In terms of KG sold, it is most definitely not. I cringe to think what Supreme's retail sales would have looked like if they hadn't had a sales agency doing the legwork for them. How can you state it is a drag on the bottom line, do you know the specifics of their %? Not sure how anyone is expecting these guys to do greater than 20% Q-Q growth in this environment.
If you aren't familiar with what sales agencies bring to the table, I suggest you do some research. H+F have relationships with a lot of retailers. Sales agencies that procure and cultivate relationships are the ones that are successful. In this space, H+F is that agency.
Maybe wait longer than two quarters to judge a strategy? Not sure what H+F had to do with sideways revenues, they aren't setting the pricing for the product (which is what made the difference in this quarter).