Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Elizabeth Montgomery – Longbow.
Elizabeth Montgomery – Longbow
Could you give me an idea does the Classic category include boots and can you also talk about how big Classic and Mountain Athletics might be currently as a percentage of revenue?
Jeffrey Swartz
Does Classic include boots? The answer is yes. There are 17 silhouettes in the portfolio we classify as Classic. I’m not positive it’s 17 but there’s boots and shoes. Basically there’s field boots, there’s hand sewn shoes.
The next question is how big is the category in relative terms, Classic remains a very big category to us in terms of percentage of total business so I’d be more comfortable to say to you Classic’s is still the anchor of volume. Earthkeeper is the most important growing story. Mountain Athletics is a small notion commercially in the moment but its right for you to think about the three big ideas eventually becoming better balanced, one to the next. But clearly it’s clearly Classics first, outdoor second which includes for the moment and Earthkeeper rugged third.
Elizabeth Montgomery – Longbow
In terms of the consumer direct business becoming, moving up from about 20% to 25%, about a third in Q4, can you discuss what the comps store sales were doing Q3 and have you seen any acceleration in store traffic and sell through in stores? What would be your take on the performance of the consumer business in stores?
Jeffrey Swartz
I told you, historical notion which is that obviously the percentage of our business that’s in consumer direct goes up in the fourth quarter for obvious reasons. She told you about the third quarter results, and she can comment again if she wants to in a second. You ask us what do we see at retail. I’m not talking about area because as you know we don’t comment intra-quarter about that.
I can tell you that we are seeing some very positive signals and I’ll give you a specific example. Our SmartWool business and our Pro businesses which are very dependent on fill in, are seeing I would say positive velocity as we come into season. As you look across the Timberland brand, it’s a mixed result as you’d imagine; some good, some bad by geography and by product line.
So I think that’s probably as specific as I’d want to be.
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