BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of V.F. Corporation ("VFC†or the "Company†) (NYSE: VFC) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN V.F. CORPORATION (VFC), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at howard. ...

Group 1 - The article discusses a securities fraud class action lawsuit against V.F. Corporation (VFC), reminding investors of an upcoming deadline to participate [1][4]. - The lawsuit was filed in the United States District Court for the District of Colorado, alleging that VFC and certain senior officers made misrepresentations regarding the company's business plans between October 30, 2023, and May 20, 2025 [4]. - Investors who wish to serve as lead plaintiffs must file papers by November 12, 2025, although participation as a lead plaintiff is not required to share in any potential recovery [5]. Group 2 - Bernstein Liebhard LLP, the law firm handling the case, has recovered over $3.5 billion for clients since 1993 and has a strong track record in class action litigation [6].

NEW YORK , Sept. 18, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of V.F. ...

Group 1 - ClaimsFiler reminds investors of the deadline to file lead plaintiff applications in a securities class action lawsuit against V.F. Corporation, which is set for November 12, 2025, for those who acquired VFC securities between October 30, 2023, and May 20, 2025 [1] - The lawsuit alleges that V.F. Corporation and certain executives failed to disclose material information during the Class Period, violating federal securities laws [3] - Following the announcement of a significant decline in the growth trajectory of the Vans brand, V.F. Corporation's share price dropped from $14.43 to $12.15, a decline of approximately 15.8% in one day [5] Group 2 - The fourth quarter and full-year fiscal 2025 results revealed a decline in Vans brand growth from an 8% loss to a 20% loss, attributed to deliberate revenue reductions to eliminate unprofitable businesses [4] - The case is officially titled Brenton v. V.F. Corporation, No. 25-cv-02878 [5]

Group 1 - V.F. Corporation announced the divestment of the Dickies brand as part of its ongoing turnaround efforts, marking the second brand divestment for the company [1] - The divestment aligns with V.F. Corporation's strategy to streamline its brand portfolio and focus on core brands [1] Group 2 - The company previously sold another brand, indicating a trend towards divestiture as a means to enhance operational efficiency [1]

Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation (VFC) for allegedly misleading investors about the company's business prospects, particularly regarding the Vans brand turnaround efforts [2][4]. Group 1: Allegations and Misleading Information - The complaint alleges that VFC misled investors about its plans to rebuild the Vans brand, including positive results from an inventory reset and new leadership appointments, while concealing the need for further significant reset actions to achieve growth [2]. - Defendants reportedly highlighted sequential revenue growth in the Vans brand but failed to disclose material adverse facts about the true state of VFC's turnaround plans [2]. Group 2: Financial Impact and Stock Performance - On May 21, 2025, VFC reported a decline in Vans' growth trajectory, with losses increasing from 8% in Q3 to 20% in Q4, and projected continued declines [3]. - Following this announcement, VFC's stock price dropped from $14.43 per share on May 20, 2025, to $12.15 per share on May 21, 2025, representing a decrease of approximately 15.8% [3]. Group 3: Class Action Participation - Shareholders interested in participating in the class action must submit their papers by November 12, 2025, to serve as lead plaintiff, representing other class members [4]. - Shareholders can remain absent class members and still be eligible for recovery without participating in the case [4].

Core Viewpoint - The company is conducting a continuous portfolio review and has decided to sell the Dickies brand due to an attractive inbound offer from Bluestar, despite previously not planning to sell it [1]. Group 1 - The portfolio review is an ongoing process conducted annually by the company [1]. - The decision to sell Dickies was influenced by an unexpected attractive offer from Bluestar [1]. - The company has a diverse brand portfolio and is evaluating which brands strategically fit within its overall strategy [1].

Core Insights - V.F. Corporation (NYSE:VFC) is undergoing a turnaround effort and has recently announced the sale of its Dickies business for $600 million, which is seen as a significant move to improve its balance sheet [1][2]. Group 1: Company Overview - V.F. Corporation is an American apparel company currently focused on restructuring and improving its financial health [1]. - The sale of the Dickies brand is viewed as a strategic decision to enhance the company's balance sheet, which has been a concern [2]. Group 2: Market Reaction and Analyst Commentary - Jim Cramer highlighted V.F. Corporation as one of his favorite turnaround stories, emphasizing the importance of the Dickies sale in revitalizing the company's stock buyback efforts [2]. - The sale price of $600 million for Dickies suggests that the brand may hold more value than previously perceived, countering the notion that it was a tired brand [2].

Core Viewpoint - VF Corporation is selling its workwear brand Dickies for $600 million to Bluestar Alliance to alleviate its debt crisis, which currently stands at approximately $4 billion as of March 29, 2023 [1][3][4] Debt Crisis - VF Corporation's outstanding debt is around $4 billion, and the company acknowledges that debt and interest payment obligations could significantly impact its business and financial condition [3] - The sale of Dickies is aimed at reducing net debt levels and is seen as a necessary step to improve financial health [3][4] - Analysts suggest that the urgency of the sale indicates the severity of VF Corporation's debt crisis [3][4] Brand Performance - Dickies has experienced a revenue decline of 14% in fiscal year 2025 and 15% in fiscal year 2024 [4] - Despite the decline, Bluestar Alliance sees potential in Dickies and aims to leverage consumer insights to support its growth [4] Strategic Brand Management - VF Corporation has a history of buying and selling brands to align with market trends, having acquired Dickies for $820 million in 2017 and previously sold other brands to streamline its portfolio [5][6] - The company has shifted its focus towards brands that emphasize professional outdoor attributes, moving away from purely trendy labels [7][8] Transformation Efforts - VF Corporation has initiated a "Reinvent" plan aimed at improving North American performance, transforming the Vans brand, and strengthening its balance sheet [8] - Recent financial reports indicate that the transformation efforts are beginning to show positive results, with total revenue stabilizing and operating losses narrowing [8] Future Recommendations - Analysts recommend that VF Corporation should focus on cultivating a strong main brand to support revenue growth and cash flow [9] - There is a suggestion for a "brand portfolio restructuring" strategy to concentrate resources on high-potential brands, particularly The North Face, while considering the future of Vans [9][10]

Summary of V.F. Corporation FY Conference Call (September 17, 2025) Company Overview - **Company**: V.F. Corporation (NYSE: VFC) - **Key Brands**: Vans, The North Face, Timberland, Altra, Dickies Key Points and Arguments Portfolio Review and Brand Sale - The decision to sell Dickies was unexpected and driven by an attractive inbound offer from Blue Star Alliance, despite Dickies being a valued brand within the portfolio [2][3] - The sale is expected to improve leverage ratios and allow for debt repayment, indicating a strategic long-term decision rather than a reaction to short-term performance [3][4][5] Financial Health and Debt Management - The proceeds from the Dickies sale will fully fund the next tranche of debt, reducing the need to draw on the asset-based lending facility, thus saving on interest expenses [6][8] - The company is on track to meet fiscal year free cash flow guidance and is committed to paying down debt [4][6] Consumer Sentiment and Economic Outlook - The U.S. consumer remains "stubbornly positive," with the company not overly reliant on economic conditions for growth [9] - The company is confident in its ability to offset tariffs through cost reductions and strategic pricing [10][12] Brand-Specific Insights Vans - Strategic actions affecting Vans are expected to conclude by Q4, with new product introductions planned for upcoming seasons [23][31] - The brand is focusing on both comfort and style, with a mix of trends appealing to diverse consumer preferences [29] - Marketing efforts are being enhanced, including a partnership with SZA as the new Artistic Director to attract a broader audience [33][34] The North Face - The North Face is focusing on improving its cultural relevance and expanding its product offerings, particularly in the women's segment [49] - The brand's performance in the Americas is lagging compared to Europe and APAC, with plans to elevate product offerings in the U.S. market [50][52] - The company aims to position The North Face as a four-season brand, with plans for better product availability and marketing strategies [57] Timberland - Timberland has seen strong growth, particularly driven by the 60th anniversary of the Yellow Boot and successful collaborations [58][59] - The brand is focused on sustaining growth beyond the Yellow Boot and ensuring a solid foundation for future expansion [60][61] Altra - Altra is experiencing significant growth, with a reported 20% increase last quarter, but brand awareness remains low at around 8% [68][69] - The company sees potential for Altra to grow systematically, particularly in the trail running segment [69] Marketing and Operational Efficiency - The company is improving marketing efficiency by reallocating funds from non-working media to more impactful advertising [38][40] - There is a focus on direct-to-consumer strategies, with some store closures expected to optimize the retail footprint [42][43] Conclusion - V.F. Corporation is strategically repositioning its brand portfolio, focusing on long-term growth and operational efficiency while navigating economic challenges and consumer trends. The sale of Dickies is a pivotal move to enhance financial health and prioritize core brands.