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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (75449)	4/22/2024 10:51:55 AM
From: Harshu Vyas	Read Replies (1) of 78462

My concern with VFC is that they're not cleaning up as fast as I thought they would. They've been mentioning their intent to sell some of the smaller brands for so long now and nothing's come of it. Are they trying to polish the businesses, do they have a price in mind which isn't being met..? I can't understand it. Certainly a very different approach to Hufnagel of WWW who sold everything super quickly and used it immediately to delever the balance sheet. I initially liked VF because of The North Face - here in the cold UK the jackets dominate. They're simple but stylish and young people love them. Problem is, they're high quality and quite pricey. And the trend never really changes. Return customers could be an issue. Jmo.

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