Professional
Added to YB: 2025-01-16
Pitch date: 2025-01-15
VFC [bullish]
V.F. Corporation
-13.85%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
V.F. Corporation, together with its subsidiaries, offers branded apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific.
Market Cap
$5.8B
Pitch Price
$22.82
Price Target
N/A
Dividend
2.40%
EV/EBITDA
8.13
P/E
63.30
EV/Sales
1.18
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Upslope Capital Management Portfolio Holding: V.F. Corporation
VFC: New CEO Bracken Darrell leading turnaround. Key hires (ex-LULU Choe for Vans), balance sheet improved via Supreme sale, inventory cleaned up, margins stabilizing. Analysts skeptical despite progress. Aim to double margins by 2027/28. Risks: discretionary market, leverage, supply chain, tariffs, execution.
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