VF Lacks a Competitive Edge, but Its Complete Overhaul Provides …

Aug 26, 2024 · 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 …

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VF Lacks A Competitive Edge, But Its Complete Overhaul Provides …

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Aug 26, 2024 · 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 …

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VF Lacks A Competitive Edge, But Turnaround Plan Should

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Dec 2, 2024 · 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

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

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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.

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VF Lacks A Competitive Edge But Its Complete Overhaul Shows …

2 weeks from now

Jul 26, 2024 · 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 …

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FAQs about VF Lacks a Competitive Edge, but Its Complete Overhaul Provides … 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 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. ...

Does VF have a problem with third-party retailers?

A major problem for VF has been its dependence on third-party retailers. The company has made some progress in this area, having steadily increased its share of sales from direct channels to 48% of its total sales in fiscal 2024 from less than 40% in the years before the pandemic. ...

Could VF sell some of its less valuable brands?

VF could be looking to sell some of its less valuable brands. While it is difficult to forecast how much cash could be raised by such sales, we think it would be worthwhile to simplify the business and focus on its highest-potential brands, Vans, The North Face, and Supreme. Transparency is our policy. Learn how it impacts everything we do ...

Are VF's competitors standing still?

As VF deals with its internal problems, its many competitors are not standing still. Its brands are being pressured by both new entrants and innovation from established brands. The appeal of VF’s core active and outdoor categories has attracted many startups and innovative products. ...

What is VF's biggest problem?

VF’s biggest problem has been the waning performance of Vans. When VF acquired it in 2004, it was a zero-growth, barely profitable, sub-$350 million brand. ...