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V.F. Corp slumps as analysts weigh in on the Dickies asset sale (VFC:NYSE)
Seeking Alpha· 2025-09-16 14:49
Core Insights - V.F. Corporation (NYSE:VFC) experienced a 5.6% decline in early trading following the announcement of the sale of the Dickies brand [4] - The company clarified that the decision to sell was not a response to any changes in its underlying business performance [4] Company Summary - The sale of the Dickies brand is a strategic move by V.F. Corporation, indicating a potential shift in brand portfolio management [4] - Analysts are assessing the implications of this sale on the company's overall market position and future growth prospects [4]
Ralph Lauren (NYSE:RL) 2025 Earnings Call Presentation
2025-09-16 14:30
Financial Performance & Targets - The company aims for a high-single-digit percentage revenue CAGR and a mid-teens percentage adjusted EPS CAGR since FY22[57, 59] - Ralph Lauren has generated over $2 billion in free cash flow and achieved a 111% adjusted ROIC since FY22[64] - The company projects mid-single-digit percentage revenue CAGR through FY28, with operating margin expansion[94] - The company's revenue target for FY28 is $7.1 billion[765] - The company anticipates a gross margin expansion annually through FY28[794] - The company projects adjusted operating margin expansion of 100 to 150bps[807] Brand & Market Position - Ralph Lauren's brand market share is less than 2% of a $400 billion+ total market value[73, 71] - Ralph Lauren is the 1 most trusted fashion brand with the most loyal customers in the industry[77, 79] - The company has acquired over 16 million new customers[274] Regional Growth - APAC is the company's fastest-growing region, with a revenue CAGR of +17% and a double-digit percentage AUR growth since FY22[450, 451] - China has delivered a +24% revenue CAGR and added over 100 new stores since FY22[456, 458] - EMEA has achieved a +10% revenue CAGR and a +30% AUR increase since FY22[521]
Ralph Lauren’s Next Strategic Plan: Three Years of Driving the Brand Forward
Yahoo Finance· 2025-09-16 12:01
Ralph Lauren has always cultivated a certain timelessness with his preppy take on Americana. Patrice Louvet, chief executive officer of Ralph Lauren Corp., is looking to do the same with the company’s business model. More from WWD Louvet will launch Ralph Lauren’s next strategic plan during an investor meeting at the New York Stock Exchange on Tuesday, bringing the company into the “Next Great Chapter: Drive” and introducing new financial targets. After executives ring the opening bell to start the trad ...
Ralph Lauren Presents Its Updated Strategic Growth Plan, “Next Great Chapter: Drive” and Long-Term Financial Outlook
Businesswire· 2025-09-16 12:01
NEW YORK--(BUSINESS WIRE)--Ralph Lauren Presents Its Updated Strategic Growth Plan, "Next Great Chapter: Drive†and Long-Term Financial Outlook. ...
VFC INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that V.F. Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Businesswire· 2025-09-16 11:10
Sep 16, 2025 7:10 AM Eastern Daylight Time If you suffered substantial losses and wish to serve as lead plaintiff of the V.F. Corporation class action lawsuit, please provide your information here: https://www.rgrdlaw.com/cases-v-f-corporation-class-action-lawsuit-vfc.html You can also contact attorneys J.C. Sanchez or Jennifer N. Caringal of Robbins Geller by calling 800/449- 4900 or via e-mail at info@rgrdlaw.com. CASE ALLEGATIONS: V.F. Corporation, together with its subsidiaries, offers branded apparel, ...
Uniqlo founder Yanai says US may suffer most from tariffs
Reuters· 2025-09-16 03:05
The Japanese founder of fashion brand Uniqlo said on Monday the U.S. may bear the highest price from the impact of tariffs on global trade. ...
VFC INVESTOR NOTICE: V.F. Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2025-09-16 01:10
Core Viewpoint - V.F. Corporation is facing a class action lawsuit alleging violations of the Securities Exchange Act of 1934, with claims that the company misrepresented its revenue outlook and growth potential during the class period from October 30, 2023, to May 20, 2025 [1][4]. Group 1: Lawsuit Details - The class action lawsuit is titled Brenton v. V.F. Corporation and was filed in the District of Colorado [1]. - The lawsuit claims that V.F. Corporation and its executives created a false impression of reliable information regarding the company's projected revenue and growth, while downplaying risks associated with seasonality and macroeconomic factors [4]. - The complaint highlights a significant decline in the growth trajectory of the Vans brand, with losses reported at 8% in the previous quarter and worsening to 20% in the fourth quarter of fiscal 2025 [5]. Group 2: Financial Impact - Following the release of disappointing financial results on May 21, 2025, V.F. Corporation's stock price fell nearly 16% [5]. - The company attributed its poor performance to "deliberately reduced revenue" aimed at eliminating unprofitable segments, indicating that even without these actions, Vans would have experienced a "high single digit" revenue decline [5]. Group 3: Legal Process - Investors who purchased V.F. Corporation securities during the class period have until November 12, 2025, to seek appointment as lead plaintiff in the lawsuit [1][6]. - The lead plaintiff will represent the interests of all class members and can select a law firm of their choice for litigation [6]. Group 4: Company Overview - V.F. Corporation, along with its subsidiaries, offers a range of branded apparel, footwear, and accessories for various demographics [3].
Berger Montague PC Investigating Claims on Behalf of V.F. Corporation (NYSE: VFC) Investors After Class Action Filing
Prnewswire· 2025-09-16 00:06
Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation (VFC) for allegedly misleading investors regarding its turnaround plan, particularly concerning the Vans brand [1][3]. Company Overview - VFC 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]. Lawsuit Details - The lawsuit pertains to investors who purchased VFC shares between October 30, 2023, and May 20, 2025, with a deadline of November 12, 2025, for potential lead plaintiff appointments [2]. - The complaint claims that VFC did not disclose necessary restructuring steps for Vans, which negatively impacted revenue and contradicted earlier public statements [3]. Financial Performance - On May 21, 2025, VFC reported a 20% decline in Vans revenue for Q4 fiscal 2025, worsening from an 8% decline in the previous quarter [4]. - The company attributed this shortfall to undisclosed internal cost-cutting and restructuring actions, indicating deeper brand issues [4]. - Following the revenue announcement, VFC's stock price dropped from $14.43 to $12.15, a decline of over 15% [4].
Portnoy Law Firm Announces Class Action on Behalf of V.F. Corporation.
Globenewswire· 2025-09-15 20:55
LOS ANGELES, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises V.F. Corporation, (“V.F.” or the "Company") (NYSE: VFC) investors of a class action on behalf of investors that bought securities between October 30th, 2023, and May 20, 2025, inclusive (the “Class Period”). V.F. investors have until November 12th, 2025 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights ...
Investor Alert: Robbins LLP Informs Investors of the V.F. Corporation Class Action Lawsuit
Prnewswire· 2025-09-15 20:55
Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation (NYSE: VFC) for allegedly misleading investors about the company's business prospects, particularly regarding the Vans brand turnaround efforts [1][2]. Group 1: Allegations and Misleading Information - The lawsuit claims that V.F. Corporation misled investors about its plans to revitalize 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]. - The complaint highlights that the company reported sequential revenue growth in the Vans brand but failed to disclose material adverse facts that would impact its revenue growth trajectory [2]. Group 2: Financial Impact - On May 21, 2025, V.F. Corporation reported a decline in Vans' growth trajectory, with losses increasing from 8% in Q3 to 20% in Q4, and projected continued declines into the next quarter [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 in the litigation [4]. - Shareholders can remain absent class members and still be eligible for recovery without participating in the case [4]. Group 4: About Robbins LLP - Robbins LLP is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses and improve corporate governance since 2002 [5].