VF Lacks a Competitive Edge, but Transformation Should

13 hours ago · We do not think VF’s smaller brands provide any competitive advantage. In fiscal 2024, Vans, The North Face, and Timberland accounted for 77% of VF’s total sales, meaning …

CouponFollow Extension

77%
OFF

VF Lacks A Competitive Edge, But Transformation Should

3 weeks from now

13 hours ago · We do not think VF’s smaller brands provide any competitive advantage. In fiscal 2024, Vans, The North Face, and Timberland accounted for 77% of VF’s total sales, meaning …

morningstar.com

10%
OFF

V.F. Corporation's SWOT Analysis: Apparel Giant's Stock Faces

3 weeks from now

Under the leadership of CEO Bracken Darrell, who joined the company in 2023, VF Corp has embarked on a multiyear transformation plan. The goal is to achieve a minimum 10% …

msn.com

$0.38
OFF

Timeline For VF Corp Turnaround Uncertain, But Supreme Sale A …

3 weeks from now

Oct 11, 2024 · VF Corp reports FQ2 results on Oct 28, expected to report an adjusted profit of $0.38 per share on $2.72B in revenue. Earnings estimates for the most current quarter have …

seekingalpha.com

$1
OFF

Is VF Corp. Losing Its Edge? Why Selling Supreme Could ... - LinkedIn

3 weeks from now

7/16/2024 In Recent Developments: VF Corporation's recent decision to sell the Supreme brand to Essilor Luxottica for $1.5 billion highlights a significant strategic shift for the company.

linkedin.com

FAQs about VF Lacks a Competitive Edge, but Transformation Should Coupon?

Does VF have a competitive advantage?

VF has built a portfolio of solid brands in multiple apparel categories, but we do not believe it has a competitive advantage. Vans and Timberland have been drivers of value historically, but both have experienced sales declines over the past few quarters. ...

Will VF Corp achieve a 10% operating margin by 2028?

Under the leadership of CEO Bracken Darrell, who joined the company in 2023, VF Corp has embarked on a multiyear transformation plan. The goal is to achieve a minimum 10% operating margin by fiscal year 2028. ...

Can VF Corp revitalize underperforming brands?

CEO Bracken Darrell brings a track record of successful turnarounds to VF Corp. His experience, combined with the assembled executive team, could be instrumental in revitalizing underperforming brands, particularly Vans. The focused attention on core brands and operational improvements may lead to: ...

Will VF raise its operating margins in fiscal 2022?

We forecast VF will lift its operating margins to 15% in three years from around 10% in fiscal 2024 as it implements the Reinvent reforms. The firm posted an adjusted operating margin of 13% as recently as fiscal 2022. Vans has grown from its roots in action sports into an everyday athleisure brand but has lost momentum. ...

Will VF Corp (VFC) turnaround be a success?

While Vans is likely to improve, pressure will remain on the company’s other brands like Dickies and Timberland, and the wholesale channel will remain a pressure point as partners tightly manage inventory. Separate from the Vans brand, challenges remain for the company as a whole and the path to turnaround for VF Corp (VFC) remains uncertain. ...

Is VF Corporation undergoing a turnaround?

V.F. Corporation (NYSE:VFC), a leading U.S. apparel and footwear company, is undergoing a turnaround process. Missteps by the previous management have led to a revenue plunge at Vans and a bloated debt. To reverse the company's fortunes, VF Corporation's new CEO, BrackenDarrell, introduced a new strategy called 'Reinvent.' ...