death of billabong?, page-42

Consider the wider implications---Mall owners will have to discount rents as retailers struggle---this discounting will erode the value of the Assets
the trend to online plus the continuous barrage of negative news peddled by finance journos , and recycled by their readers, is going to deliver a poor December , which will finish off a lot of small players.

The main problem with Billabong is over weight 50 year olds wearing the Brand---makes the youngies so not want it.

I would be very careful jumping into this