2012/07/21 02:30:04
craigb
djwayne


I don't care how you slice it, or try to justify it, $ 1.6 billion dollars of debt is obnoxious for a guitar store. Somebody is going to really get screwed.


And, as usual, it will probably be the little musician who likes to go into those nice stores.  Soon everything will have to be done on the internet and any brick and mortar stores that are left will raise their prices because they can.
2012/07/21 06:18:16
trimph1
GC acquired this huge debt, how?
2012/07/21 07:21:20
Mystic38
no need to fret about it.
2012/07/21 07:49:00
Jonbouy
Mystic38


no need to fret about it.


You're making the right noises, I'm taking notes.
2012/07/21 08:11:26
Randy P
trimph1


GC acquired this huge debt, how?

Bain Capital paid just over 2 billion for GC in 2007. $560 million in cash, and borrowed the 1.56 billion. They took the company private and pretty much stuck that loan on GC's books. The terms of that loan were better then than now. When the recesssion hit, GC was still making money, but the debt costs resulted in a net loss of roughly 25 to 30 million per year. In order to get an extension on the loan, they agreed to a higher interest rate (9.9%) This loan and another come due next April. This is the real reason nobody wants to buy GC and why Fender can't raise capital in the market with an IPO. GC makes money at the retail level every year. Unfortunately, the interest on the debt is strangling them, and they are having trouble borrowing money at attractive rates. I wouldn't be surprised to see them file for Bankruptcy protection before next year is over.




Randy
2012/07/21 08:36:43
The Maillard Reaction

Fender has great potential in emerging markets where some billions of people are just learning to play western style guitar music.

Fender gutted it's domestic market by systematically extorting the smaller dealers with threats of yanking dealerships to favor the relationship it had with Guitar Center.

I don't know how it is today, but a few years back Fender required that dealers join the network by paying a large "fee" up front as the cost of entry to any particular segment of their product line. You could buy into the privilege to sell particular subsets of what Fender made. After they extorted that money from the smaller dealers then they would then offer the product at the highest whole sale price while reserving whole sale discounts and floor plan financing for quantity vendors. The quantity discounting and financing seems to make perfect sense until you learn what a system like that evolves in to. Fender has ended up with a legacy of bitter and angry small shop dealers that resent the fact that Fender strong armed them into or out of the Fender business. Instead of a network of happy profitable dealers it is left with a mega chain holding a bloat of floor planned inventory that it doesn't know how to sell.

To be sure there are many independent Fender dealers making great business. But these are remarkable businessmen who enjoy special circumstances such as easy access to capital or great access to a thriving market.

Here's one of my favorites:

http://www.wildwoodguitars.com/

These guys sell boat loads of hi priced Fender gear... some how they have convinced Fender that they will not be burdened with all the extra low end junk that Fender seems to think it can force on most dealers. I think it is because they are so good at what they do that Fender lets them buy what they want without aggravation.

The small shops that get hurt worst by Fender are the ones that pay the sign up fee, buy the Fender product at level 1 pricing so that they can't price it competitively at retail without a blood letting discount, and accept the fate of buying all the other low end junk as conditional to getting the guitars. They usually get burned and what we have seen so often in the past decade is that they end up loosing the dealership and hating Fender (and all the other Fender family brands). That's a lose-lose. Fender makes real good stuff and the dealers miss a great opportunity to represent good product once this cycle is started. Fender loses as well.

The very best dealers, the ones that give such great service that even the Manufacturers envy their operations, are the ones that have some chance to make the best of it. Many dealers don't know it but they can negotiate a fortuitous deal with companies like Fender.

So, it is a two way relationship but Fender is making it a high stakes game. Only the best and most aggressive small shop dealers are finding balance. The smartest ones are demonstrating that their partnership with Fender is good for Fender and they are negotiating to endure less and less of the strong arming.

If Fender wants to move forward it will open up more opportunity for small shops to select or cherry pick from the Fender line with pricing that allows them to be competitive with less discounting pressure from the mega chains. Fender can do that by simply minimizing the quantity discounts to mega chains so as to level the playing field and re build a solid network of dealers.

It's a great irony in retail that Musicians Friend etc. can sell a Fender Product for so much less than a small music instrument shop while actually making more profit off the sale. That may be good for the customer hunting a particular SKU at a price point but it's bad for the overall business and the easiest way to minimize the damage is too simply stop selling the stuff so cheaply to the big quantity discounters.

In this case Fender gave great discounts to Guitar Center. Fender floor planned them out the yin tang with financing. It's hard to see how that was a good idea.

Music stores can thrive but they need to able to match what they can buy to the interests of their market. They can not suffer extortion by way of being forced to stock a bunch of junk just for the privilege of having access to the good stuff at premium pricing. The stores need access to what's good for them and their customers. All the crazy schemes dreamed up by suppliers just stifle the market where the market actually happens. Unfortunately, it seems as if it is up to the dealers to grasp this and push back and make requests and demands on suppliers like Fender. Too often I see the dealers surrender and begin stocking B or C grade lines as an alternative. When this happens the shops become stigmatized as second tier outlets which further encourages a price point discounting mentality with both customers and staff. This trend runs counter to an interest in excellence of both service and quality of product and it leaves communities without good connections to good manufacturers.

It seems complicated. As a consumer the best we can do is try to identify, appreciate, and do business with the few small shops that have figured out how to make the best of circumstances such as these. Personally, I hope that the shops will thrive and provide the community with full service for generations to come.


best regards,
mike


2012/07/21 09:15:26
chuckebaby
what freaked me out was around here where i live(boston ma.) there was a chain called "Daddys Junky Music store."
they where in ferce compititon with guitar center,most times building huge  stand alones right accross the street from one another.
daddys had been around since the early 70 i believe.

one morning without warning,gone...closed permently !!
looks like they kept their finantial problems very private cause noone ever knew it was that bad.

the internet killed the music store.
yes the very thing we love and communicate with as we type right now.
its killing alot of things but it has brought us better prices right?
sure,but at what cost?  ever try and return something you bought that doesnt work over the internet?
its not always an easy show.can take weeks sometimes.
i had a case where it took over three months once.

it put such a bad taste in my mouth i started paying the little extra to have the luxury to return if needed by means of transportation.

but what is still going strong is the mom and pop music store thats been open since i was 7 years old.
there not making huge profits or expanding to a new 50,000sp. feet complex.
there making a steady flow enjoying life.

this is what happens to companys who bite off more then they can chew.
they close up a store here and there,then another,then another.
guitar center,case and point.
opened up to many stores to fast,to soon.
not that they have a whole lot.but i think more then they needed.
they should have stayed away from buying the compitition,like Daddys Junky.
even though its more or less the reason Daddys had issues it still hurt G.C in the process.
2012/07/21 09:30:11
The Maillard Reaction

It's been so long ago I can no longer remember which it was... but I bought an amp from Daddy's Junky once and I very much enjoyed the news letter/ used gear listings they used to send out.

It's a sad thought to think they are no longer "jamming".


best,
mike

2012/07/21 09:40:00
quantumeffect
the internet killed the music store


... isn't that a song by the Buggles?
2012/07/21 09:59:58
The Maillard Reaction

"the internet killed the music store.
...but it has brought us better prices right?"


The last "American Standard" I bought at my friend Morty's retail store set me back $550... now the internet wants to sell me one for  $1049.


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