About VF VF Corporation is a portfolio of leading outdoor, active and workwear brands, including ®The North Face, ®Vans, and ®Timberland. VF is committed to providing consumers with innovative products that are rooted in performance and elevated design, while delivering sustainable and long-term value for its employees, communities, and shareholders. For more information, please visit vfc.com. The conference call will be broadcast live via the Internet, accessible at ir.vfc.com. For those unable to listen t ...

Group 1: Stock Performance - V.F. (VFC) closed at $18.43, down 1.18% from the previous day, underperforming the S&P 500 which gained 0.46% [1] - Over the past month, V.F. shares have increased by 13.93%, outperforming the Consumer Discretionary sector's gain of 3.1% and the S&P 500's gain of 4.22% [1] Group 2: Earnings Expectations - The upcoming earnings report is expected to show EPS of $0.44, a decrease of 29.03% from the prior-year quarter, with projected net sales of $2.8 billion, down 1.21% from the year-ago period [2] - For the full year, analysts expect earnings of $0.72 per share and revenue of $9.43 billion, reflecting changes of -2.7% and -2.16% respectively from last year [3] Group 3: Analyst Estimates and Rankings - Recent changes to analyst estimates for V.F. indicate shifting business dynamics, with positive revisions suggesting analysts' confidence in the company's performance [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks V.F. at 3 (Hold), with a recent 0.39% increase in the Zacks Consensus EPS estimate [6] Group 4: Valuation Metrics - V.F. is currently trading at a Forward P/E ratio of 26.08, which is higher than the industry average of 18.33, indicating a premium valuation [7] - The company has a PEG ratio of 1.87, compared to the industry average PEG ratio of 3.08, suggesting a more favorable growth outlook relative to its valuation [8] Group 5: Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive positioning of the industry [9]

Core Insights - VF Corporation has completed the sale of Dickies to Bluestar Alliance for $600 million in cash, reflecting a strategic shift within the company [2] Financial Performance - Dickies reported total sales of $542.1 million for the fiscal year ending March 31, 2025, a decline of 12.3% from $618.4 million the previous year and a 35.2% drop from $837.2 million in fiscal year 2022 [6] - VF Corporation's revenue for the second quarter of fiscal year 2026, ending September 27, 2025, was $2.8 billion, representing a 2% year-over-year increase but a 1% decrease when adjusted for constant currency [6] - The North Face and Timberland brands showed positive growth, with revenues increasing by 6% and 7% respectively, while Vans experienced a 9% decline [6] Strategic Direction - The sale of Dickies and Supreme indicates VF Corporation's ongoing strategic transformation [7] - The company anticipates a revenue decline of 1%-3% for the third quarter of fiscal year 2026, with adjusted operating profit expected to be between $275 million and $305 million [7]

Core Viewpoint - V.F. Corporation (VFC) is facing a federal securities class action lawsuit due to allegations of misleading statements regarding its turnaround plans and the performance of its Vans brand, which has seen significant revenue declines [6][7]. Group 1: Lawsuit Details - The lawsuit claims 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 restore growth for the Vans brand [6]. - The deadline for investors to seek the role of lead plaintiff in the class action is November 12, 2025 [3]. Group 2: Financial Impact - Following the disclosure of disappointing financial results on May 21, 2025, VFC's stock price dropped from $14.43 to $12.15 per share, a decline of approximately 15.8% in one day [8]. - The reported decline in Vans' growth trajectory worsened from an 8% loss in the previous quarter to a 20% loss in the fourth quarter, with expectations of continued decline [7]. Group 3: Investor Actions - Investors who suffered losses between October 27, 2022, and May 20, 2025, are encouraged to discuss their legal rights and options with the law firm Faruqi & Faruqi [2][10]. - The firm has a history of recovering significant amounts for investors since its establishment in 1995 [5].

Core Viewpoint - V.F. Corporation is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between October 30, 2023, and May 20, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation made materially false and misleading statements regarding its turnaround plans, particularly concerning the Vans brand, which required significant reset actions to return to growth [2]. - Following the release of V.F. Corporation's fiscal 2025 results on May 21, 2025, it was revealed that Vans' revenue growth had significantly declined, with losses increasing from 8% to 20% in the fourth quarter [2]. - The company attributed its disappointing results to deliberate actions taken to eliminate unprofitable businesses, indicating that even without these actions, Vans would have experienced a high single-digit revenue decline [2]. Group 2: Stock Price Impact - On May 21, 2025, V.F. Corporation's stock price fell from $14.43 to $12.15 per share, marking a decline of approximately 15.8% in one day following the negative news [2]. Group 3: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until November 12, 2025, to request appointment as lead plaintiff in the lawsuit, although participation does not require serving in this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 4: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the U.S. [4].

Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation, alleging securities fraud that negatively impacted shareholders between October 27, 2022, and May 20, 2025 [2]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation made materially false and misleading statements regarding its turnaround plans, particularly concerning the Vans brand, which required significant reset actions to return to growth [3]. - The decline in Vans' growth trajectory was highlighted in V.F. Corporation's fiscal 2025 results, showing a drop from an 8% loss in the previous quarter to a 20% loss in the fourth quarter, with expectations of continued decline [4]. Group 2: Stock Impact - Following the disclosure of the disappointing results, V.F. Corporation'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 [4]. Group 3: Next Steps for Shareholders - Shareholders who experienced losses during the specified timeframe are encouraged to seek information about their rights to recovery, with no cost or obligation to participate [5].

Core Viewpoint - V.F. Corporation (VFC) is facing a class action lawsuit due to significant financial losses and misleading statements regarding the performance of its Vans brand, which has seen a notable decline in revenue growth [2][4]. Financial Performance - VFC reported a 20% loss in the growth trajectory of the Vans brand for the fourth quarter of fiscal 2025, compared to an 8% loss in the previous quarter [2]. - The company anticipates that this decline will continue into the next quarter, attributing the poor results to "deliberately reduced revenue to eliminate unprofitable or unproductive businesses" [2]. Stock Market Reaction - Following the announcement of the financial results, VFC's stock price dropped by $2.28, or 15.8%, closing at $12.15 per share on May 21, 2025, impacting investors negatively [3]. Legal Allegations - The class action lawsuit alleges that VFC made materially false and misleading statements throughout the class period, failing to disclose necessary actions to return the Vans brand to growth and misrepresenting the company's business prospects [4]. - Specifically, the lawsuit claims that VFC did not inform investors about the need for significant reset actions that would affect Vans' revenue growth trajectory [4].

Core Viewpoint - V.F. Corporation investors are encouraged to secure legal counsel before the November 12, 2025 deadline for a securities class action lawsuit related to misleading statements about the company's turnaround plans [1][5]. Group 1: Class Action Details - The class action pertains to V.F. Corporation securities purchased between October 30, 2023, and May 20, 2025, with a lead plaintiff deadline set for November 12, 2025 [1][2]. - Investors who purchased securities during the class period may be eligible for compensation without upfront costs through a contingency fee arrangement [2]. - A lawsuit has already been filed, and interested parties can join by contacting the Rosen Law Firm [3][6]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [4]. - The firm has a history of significant 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: Allegations Against V.F. Corporation - The lawsuit alleges that V.F. Corporation's management made materially false and misleading statements regarding its turnaround plan, particularly concerning the Vans brand's growth trajectory [5]. - It is claimed that the company concealed the need for additional significant reset actions to achieve growth, which ultimately led to revenue setbacks for the Vans brand [5].

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 made materially false and misleading statements regarding the company's turnaround plans, particularly concerning the Vans brand [5] Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering significant amounts for investors [4] - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and securing over $438 million for investors in 2019 alone [4] Group 3: Case Specifics - The lawsuit claims that V.F. Corporation concealed necessary reset actions that would impact the revenue growth trajectory of the Vans brand, leading to investor damages when the truth was revealed [5]

Core Viewpoint - V.F. Corporation (VFC) is facing a securities fraud class action lawsuit due to significant declines in its Vans brand performance, leading to a substantial drop in stock price and investor losses [1][2][3][4]. Financial Performance - VFC reported a 20% loss in the growth trajectory of the Vans brand in Q4 2025, worsening from an 8% loss in the previous quarter [2]. - The company indicated that the decline in performance would persist into the next quarter, attributing it to deliberate revenue reductions aimed at eliminating unprofitable businesses [2]. Lawsuit Details - The class action lawsuit alleges that VFC made materially false and misleading statements regarding its business operations and prospects during the class period from October 27, 2022, to May 20, 2025 [4]. - Specific allegations include the failure to disclose the need for significant reset actions to return the Vans brand to growth, which were not anticipated in prior communications [4]. Stock Impact - Following the announcement of poor financial results, VFC's stock price fell by $2.28, or 15.8%, closing at $12.15 per share on May 21, 2025, resulting in investor injuries [3].