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News

LVMH: The Small Shudder That Rocked the Luxury World; Is Luxury Spending Declining?

April 24, 2025 by Ted Leave a Comment

LVMH Q1/2025 results
Click to enlarge

It was a small thing really. I mean, any decline in revenue is not good, but a 3% decline doesn’t sound particularly troublesome. But when that small 3% revenue decline hit Moët Hennessy Louis Vuitton (LVMH), that slight shudder hit more like an earthquake that had the whole world of luxury shaking. You see LVMH is the world’s most valuable luxury company.

Or, I should say, LVMH was the world’s most valuable luxury company…

See more on LVMH & what it means for luxury spending around the world…

[Read more…] about LVMH: The Small Shudder That Rocked the Luxury World; Is Luxury Spending Declining?

Filed Under: Consumer Trends, Financial, News Tagged With: consumer spending, luxury market, LVMH

In New SEC Filing, Joe Kiani Claims to Own 13.2% of Masimo; There’s Just One Problem…

April 24, 2025 by Ted Leave a Comment

Joe Kiani, former CEO of Masimo

On Tuesday, a Schedule 13G/A Form was filed with the Securities and Exchange Commission (SEC) on behalf of former Masimo Corporation CEO Joe Kiani. The form is a “Statement of Ownership” and it is used to disclose the amount of ownership of top holders of public company stock. In this filing, Kiani reports to the SEC that he holds 13.2% of Masimo stock.

There’s just one problem…he doesn’t…

See more on Kiani’s share of ownership of Masimo

[Read more…] about In New SEC Filing, Joe Kiani Claims to Own 13.2% of Masimo; There’s Just One Problem…

Filed Under: Feature, Financial, News, People, Strategy Tagged With: Joe Kiani, Masimo, Quentin Koffey, SEC

T-Day+1: Tariffs…And So It Begins…

April 17, 2025 by Ted Leave a Comment

**NEW Update 7/11/25** – See Updated Tariff Programs from Around the Industry

**7/11/25 – New program adjustments. See below** The reality is beginning to set in. Most industry manufacturers have updated their pricing with tariff-driven price increases…some as high as 50+%. Two weeks ago, on a day I call T-Day (for tariff day), the Trump Administration announced a new “reciprocal” tariff program on America’s top 100 trading partners that is bigger and more impactful than anything he ever toyed with during his first term. Even though most of that plan has been put on a 90-day hold (except for China), anywhere from 10%…to 10%+20% is now implemented. The impact of that is starting to hit economies around the world.

And the reality and impact of that is also beginning to hit individual businesses and consumers.

See more on the inflection point of the tariff program now beginning…

[Read more…] about T-Day+1: Tariffs…And So It Begins…

Filed Under: Economic Trends, Gov't/Politics, Manufacturers, News, Strategy, supply chain, Trade Tagged With: tariffs

China March Exports & Q1 GDP Blow Away Forecasts as Exporters Rush to Beat Tariffs

April 16, 2025 by Ted Leave a Comment

Ship being loaded in China
[Image: Reuters]

According to the latest Chinese customs data, outbound shipments in March increased by 12.4% year-over-year (YoY) far exceeding all previous estimates. In addition to that, first quarter GDP lept 5.4% in China, a huge increase over recent historical moves. It appears that exporters are seeking to beat the newly aggressive U.S. tariff policy by front-loading their needs.

See more on China’s massive uptick in exports in March

[Read more…] about China March Exports & Q1 GDP Blow Away Forecasts as Exporters Rush to Beat Tariffs

Filed Under: Asian Connection, Economic Trends, Feature, Manufacturers, News, supply chain, Trade Tagged With: China, exports, tariffs, Trade

Consumer Sentiment Slides to Historically Low Levels

April 15, 2025 by Ted Leave a Comment

The University of Michigan (U of M) has released a preliminary reading of its Index of Consumer Sentiment (ICS) for April and it shows a continuing and startling slide in consumer sentiment, dropping another double-digit percentage from last month’s reading. In fact, this preliminary reading for April is the second-lowest reading in consumer sentiment in the entire 73-year history of the survey!

Learn about this decline in consumer sentiment that exceeded expectations

[Read more…] about Consumer Sentiment Slides to Historically Low Levels

Filed Under: Consumer Trends, Economic Trends, Feature, News Tagged With: consumer confidence, Index of Consumer Sentiment, University of Michigan

ListenUp Acquires Timberline Audio Video, Establishing Its Fifth Location

April 10, 2025 by Ted Leave a Comment

ListenUp Colorado Springs location

Well-known Denver, CO-based custom integration dealer ListenUp announced that it has acquired Timberline Audio Video based in Loveland, Colorado. This is now the fifth location for the company as it continues to grow its regional footprint, expanding its ability to serve even more clients throughout Northern Colorado and Southern Wyoming.

Learn more about this ListenUp acquisition of Timberline Audio Video…

[Read more…] about ListenUp Acquires Timberline Audio Video, Establishing Its Fifth Location

Filed Under: Dealers, Integrators, Management, News, Strategy Tagged With: ListenUp, Timberline Audio Video

More Change at Sonos, This Time on the Board as Hugo Barra Replaces Mike Volpi

April 10, 2025 by Ted Leave a Comment

New Sonos Director Hugo Barra
Hugo Barra

Sonos, Inc. (Nasdaq: SONO) announced today that director Mike Volpi is stepping down from the Sonos Board of Directors. No reason was given for why Volpi was leaving. The company announced that Hugo Barra will replace Volpi on the board.

See more on the change of Barra for Volpi on the Sonos Board

[Read more…] about More Change at Sonos, This Time on the Board as Hugo Barra Replaces Mike Volpi

Filed Under: News, People Tagged With: board of directors, Sonos

Latest Masimo SEC Filing Shows Fresh Approach – Heavy on Disclosure & Pro Management

April 10, 2025 by Ted Leave a Comment

Masimo Schedule 14A filing with the SEC
Fan…TAB…ulous! The colored tabs mark significant sections I discovered in the DEF14A filing

Masimo Corporation (Nasdaq: MASI) latest filing with the SEC continues to project an undeniable shift in style that is sure to please investors. The filing, a Schedule 14A (DEF14A) filing with information for shareholders in advance of the April 29, 2025, Annual Meeting of Stockholders, is absolutely stuffed with information on its new management, new goals, new policies, and new shareholder-friendly approach to running this business.

It also had plenty of tasty tidbits for those curious as to what is going on at the company.

See more on this latest filing by Masimo…

[Read more…] about Latest Masimo SEC Filing Shows Fresh Approach – Heavy on Disclosure & Pro Management

Filed Under: Feature, Financial, Management, Manufacturers, News, Strategy Tagged With: Bilal Muhsin, Blair Tripodi, Katie Szyman, Masimo, Micah Young, Michelle Brennan, Sound United

Northern Cal CI Expo Returns in New, Expanded Venue w/Upgraded Show & Program

April 2, 2025 by Ted Leave a Comment

CI Expo 2025's new home: Doubletree Hotel at the Club

Redwood Marketing, Inc. announced the dates and plans for this year’s CI Expo 2025, taking place at a new, expanded venue at the Doubletree Hotel at the Club in Pleasanton, CA. The Expo is scheduled for May 29, 2025, and will offer new upgraded features such as multiple upscale outdoor vignettes, an expanded exhibit space, a new program, and more participating brands.

Learn all about the 2025 CI Expo Northern California…

[Read more…] about Northern Cal CI Expo Returns in New, Expanded Venue w/Upgraded Show & Program

Filed Under: Dealers, Distributors, Integrators, News, Sales Reps, Shows & Events Tagged With: CI Expo

Testing the Limits of Physics, Sonance Intros the Thinnest Visual Experience Thin-Line Yet

April 1, 2025 by Ted Leave a Comment

Residential installation using Sonance Visual Experience Thin-Line speakers

Sonance has introduced an expansion to its very popular VX or Visual Experience line of architectural loudspeakers with a new Thin-Line Series. An ultra-thin option, the Thin-Line Series opens up even more installation opportunities for integrators, especially in space-challenged locations.

Learn more about the new Sonance VX Thin-Line Series

[Read more…] about Testing the Limits of Physics, Sonance Intros the Thinnest Visual Experience Thin-Line Yet

Filed Under: Feature, Manufacturers, News, Products Tagged With: architectural speakers, Sonance

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Ted Green Bio

A former dealer, manufacturer, distributor & more. Focusing on business strategy, my goal is to help you make better decisions for greater success.

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