Friday, June 14, 2013 12:22:26 AM
I think the only way VV gets over 1 Mil this year is if everything goes better than expected. It could happen and would be awesome, but I doubt it will ramp up that fast.
I'm thinking it does about 10k to 20k this quarter, around 100k next quarter, then do a full grand opening launch at the start of Q4, and bring in about 500k in Q4.
For BRAV without VV, I agree with your estimates. I think the first 3 quarters combined will be around 3.2M, and Q4 will be around 2.2M (without VV), for about 5.4M. Adding in VV should put them to right around 6M for the year.
The fun will happen in next year's Q1, as VV continues to grow, and doesn't experience the same springtime slump that OL and WOL do. They could follow a 2.7M Q4 with even bigger 2014 Q1 and Q2 numbers, bucking the past trend from the leggings seasonal slump.
Of course, these are all just guesses, but at least semi-educated ones!
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