Core Insights - V.F. Corp. (VFC) is undergoing a turnaround under CEO Bracken Darrell, with the company being two years into this process [1] Group 1: Company Overview - The company has been a focus for long-term investment, with bullish articles written about it [1] - The turnaround strategy is being closely monitored, indicating potential for future growth [1] Group 2: Investment Strategy - The investment approach emphasizes deeper research and a long-term perspective, aiming to capitalize on market fears [1] - There is a focus on acquiring high-quality large-cap companies at discounted prices due to market irrationality [1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against V.F. Corporation (VFC) due to allegations of misleading statements regarding the company's turnaround plans and the performance of its Vans brand, which has seen a significant decline in revenue growth [3][5][6]. Group 1: Legal Investigation - The law firm is reminding investors of the November 12, 2025 deadline to seek the role of lead plaintiff in a federal securities class action against VFC [3]. - The firm encourages investors who suffered losses in VFC to contact them directly to discuss their legal options [1][8]. Group 2: Allegations Against VFC - The complaint alleges that VFC and its executives violated federal securities laws by making false or misleading statements about the company's turnaround plans and the necessary actions to return the Vans brand to growth [5]. - The decline in Vans' growth trajectory was highlighted in VFC's fiscal 2025 results, showing a drop from an 8% loss to a 20% loss in the fourth quarter, with expectations of continued decline [6]. Group 3: Market Reaction - Following the revelation of the poor performance and guidance, VFC's stock price fell from $14.43 per share on May 20, 2025, to $12.15 per share on May 21, 2025, marking a decline of approximately 15.8% in one day [6].

Core Viewpoint - V.F. Corporation (NYSE: VFC) is facing a class action lawsuit due to allegations of disseminating false and misleading statements regarding its turnaround plans for the Vans brand, which has resulted in significant revenue declines [1][2]. Summary by Sections Allegations - The complaint claims that VFC concealed material adverse facts about the necessary actions to return the Vans brand to growth, leading to a significant decline in revenue growth trajectory [1]. - The company's fourth quarter and full-year fiscal 2025 results revealed a decline in Vans' growth from an 8% loss in the previous quarter to a 20% loss in the fourth quarter, with expectations of continued decline [1]. Financial Impact - VFC attributed its disappointing results to "deliberately reduced revenue to eliminate unprofitable or unproductive businesses" and noted that even without these actions, Vans would have experienced a "high single digit" revenue decline [1]. - Following the announcement, VFC's stock price dropped from $14.43 per share on May 20, 2025, to $12.15 per share on May 21, 2025, marking a decline of approximately 15.8% in one day [1]. Next Steps for Shareholders - Shareholders who purchased VFC shares during the specified class period (October 30, 2023, to May 20, 2025) are encouraged to register for the class action, with a deadline to seek lead plaintiff status set for November 12, 2025 [2]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the case lifecycle [2].

Core Points - A class action lawsuit has been filed against V.F. Corporation (VFC) by Berger Montague on behalf of investors who purchased shares between October 30, 2023, and May 20, 2025 [1][2] - The lawsuit claims that VFC misled investors regarding the effectiveness of its turnaround plan, particularly for the Vans brand, failing to disclose necessary restructuring steps that were already in progress [3][4] - Following a report of a 20% decline in Vans revenue for Q4 fiscal 2025, VFC's stock price dropped over 15% in a single day, indicating significant investor concern [4] Company Overview - V.F. Corporation, headquartered in Denver, Colorado, is a global leader in branded lifestyle apparel, footwear, and accessories, owning well-known brands such as Vans, The North Face, Timberland, and JanSport [2] Financial Performance - In Q4 fiscal 2025, Vans revenue declined by 20%, worsening from an 8% decline in the previous quarter, attributed to undisclosed internal cost-cutting and restructuring actions [4] - VFC indicated that even without these restructuring measures, Vans would have experienced a high single-digit revenue decline, raising concerns about deeper issues within the brand [4]

Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation (VFC) for allegedly making materially false and misleading statements regarding its turnaround plans and the Vans brand's revenue growth trajectory [3][8]. Allegation Details - Defendants allegedly provided overly positive statements about VFC's turnaround plans while concealing adverse facts about the true state of those plans [3]. - It is claimed that significant reset actions were necessary to return the Vans brand to growth, which were not disclosed, leading to setbacks in revenue growth [3]. - The public commentary on the Reinvent initiative and Vans turnaround progress did not caution about these setbacks, making the statements materially false and misleading [3]. - As a result, shareholders purchased VFC's securities at artificially inflated prices due to these misleading statements [3]. Next Steps - Investors who purchased VFC shares during the class period and suffered losses are encouraged to contact the law firm for more information and to discuss their rights [4][8]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is November 11, 2025 [8]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in complex litigation [5].

Core Insights - V.F. Corporation (NYSE:VFC) is a leading player in the branded lifestyle apparel market, owning well-known brands such as The North Face, Vans, and Timberland, and competes with major companies like Nike and Adidas [1][6] - Barclays has maintained an "Overweight" rating for VFC, indicating confidence in the stock's potential despite current challenges [1][6] Financial Performance - VFC reported second-quarter fiscal 2026 results, exceeding both sales and earnings estimates with an adjusted earnings per share of $0.52, surpassing the Zacks Consensus Estimate of $0.42, although this reflects a decline from $0.60 in the same quarter last year [2][6] - Revenues increased by 2% to $2.8 billion, driven by gains in the Outdoor segment and strong wholesale performance, surpassing the consensus estimate of $2.73 billion [3][6] - The company's market capitalization is approximately $5.7 billion, with a trading volume of 19,538,946 shares [5] Strategic Initiatives - VFC's Reinvent program is focused on cost savings and enhancing operating margins, which the company remains optimistic about despite the year-over-year decline in earnings [3][4][6] - Barclays adjusted the price target for VFC from $19 to $18, reflecting a cautious yet optimistic outlook for the company's future performance [5]

Core Insights - VF Corp's revenue declined by 1% year-over-year on a constant dollar basis, which was better than the company's guidance of a 2% to 4% decline [1] - The company reported operating income of $313 million and adjusted operating income of $330 million for Q2 FY26, with an operating margin improvement to 11.2% [2] - The North Face brand achieved a 6% revenue growth, with gains across all geographic regions and channels [3] - Timberland saw a 7% rise in quarterly revenue, particularly strong in the Americas during the back-to-school period [4] - Vans experienced a 9% revenue decline compared to last year, although results improved from earlier quarters [4] - VF Corp's SG&A costs increased by 1% year-on-year but decreased by 1% on a constant dollar basis due to cost-saving initiatives [5] - For Q3 FY26, VF Corp expects revenue to decline between 1% and 3% on a constant currency basis, with adjusted operating income projected between $275 million and $305 million [6] - The company anticipates higher operating income for the full fiscal year, despite a negative impact of $35 million from divestments, including Dickies [7]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased V.F. Corporation securities during the specified class period of the upcoming lead plaintiff deadline on November 12, 2025 [1] Group 1: Class Action Details - Investors who purchased V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6] - The lawsuit alleges that V.F. Corporation's management provided misleading information regarding the company's turnaround plans, particularly concerning the Vans brand [5] Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [4] - Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company at the time, and has recovered hundreds of millions for investors [4] Group 3: Case Specifics - The lawsuit claims that V.F. Corporation's management concealed the need for significant reset actions to return the Vans brand to growth, which negatively impacted revenue growth [5]

Core Insights - V.F. Corp. reported Q2'26 earnings on October 28, exceeding expectations on both revenue and earnings per share [1] - Despite the positive earnings report, the stock experienced an approximate 8% decline as investors sold off shares [1] Financial Performance - The company achieved better-than-expected results for both top and bottom lines in Q2'26 [1] - Specific financial metrics were not detailed in the provided content, but the overall performance indicates strong operational results [1] Market Reaction - Following the earnings announcement, V.F. Corp.'s stock price fell by around 8%, suggesting a negative market reaction despite the strong earnings [1]

Core Insights - V.F. Corp. reported Q2'26 earnings on October 28, exceeding expectations on both revenue and earnings [1] - Despite the positive earnings report, the stock experienced an approximate 8% decline as investors sold off shares [1] Financial Performance - The company's Q2'26 results were significantly better than anticipated, indicating strong operational performance [1] - The stock's decline post-earnings suggests market reactions may not align with the reported financial success [1]