Matthew McClintock 9/8/26 Matthew McClintock 9/8/26

The “Gold” Standard

VF Corp comes down to trusting management; results are improving, but Vans remains the pain point.

Matthew McClintock 2/20/26 Matthew McClintock 2/20/26

Have 101 Problems But Is Vans Still One?

Can VF Corp hit its FY28 turnaround targets? Momentum is building and upside may arrive sooner than expected.

Matthew McClintock 12/16/25 Matthew McClintock 12/16/25

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

Matthew McClintock 11/12/24 Matthew McClintock 11/12/24

Why Foot Locker is where the athletic footwear share shift shows up first.