Bullsiders Podcast

#13 Revitalizing VF Corporation: A Hedge Fund's Value Creation Approach


Listen Later

Detailed look into VF Corporation's Q4 2025 earnings call indicates a revenue decrease of 3% year-over-year for the quarter, with the Americas and EMEA regions experiencing declines while APAC saw growth. A significant focus is placed on Vans' performance, which saw a 20% decline attributed to deliberate strategic actions aimed at optimising profitability and marketplace presence, including reduced storefronts and channel inventory in China.

...more
View all episodesView all episodes
Download on the App Store

Bullsiders PodcastBy Bullsiders Podcast