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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (75482)4/25/2024 2:22:24 PM
From: E_K_S  Read Replies (1) of 78476
 
Ha; I just noticed the downgrade by GS

It's actually a different company from the past. I have done well with LEVI & KTB both +50% or more from my Buys in 9/2023. What attracted me toward them was their DTC (Direct To Market) selling platform. Their DTC is new and building revenues (w/ better margins).

The AI (Perplexity.com) pointed this out:

  1. Investments in direct-to-consumer (DTC) channels: VF Corporation has been actively investing in and growing its DTC business, which now accounts for 21% of total revenues and is expected to reach 25% by 2017. 4 This DTC focus has helped the company better connect with consumers and gain market share.
VFC has an established DTC channel. I noticed that 8 years out of 9 they have been FCF positive too.
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