Recent

% | $
Quotes you view appear here for quick access.

V.F. Corporation Message Board

SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    up or down - 2

    by posando Feb 22, 2016 8:17 PM

    and there you have it, NIKE's numbers. Down 5% initially; NIKE has hit a bump in the road. Which means VF is hitting a wall.

  • "Insider Transaction: $VFC Sale at $66.13 per share of 53800 shares by Officer Rendle Steven E on 2016-03-02"

    this isn't your usual options selling...this is the 2nd in command taking money off the table.

  • StockMarketVideoc (Google them) pick to triple by end of year for VFC

  • Reply to

    Columbia

    by posando Feb 12, 2016 11:49 AM

    you were right icdcweb. it did go up $5...but not before it went down $5 first...haha!

  • (continued from prior post)

    "Thermoball is a great example of this and a franchise that continued its strong growth. Thermoball is the best-selling outerwear franchise in the US market across all brands". Thermoball gets quoted in every analyst call, but was market launched years ago under former product leadership if I can believe the internet. It seems indeed the only thing that holds up the outerwear numbers. That's a problem, not a bragging point? What else has come from all the quoted innovation over- investment? Fuseform? Seems to be a dud so far. "Beyond outerwear, we saw a great performance in our running and training apparel driven by Mountain Athletics growing more than 40%". Sure - but 40% on little is still a little. TNF stands for fleece and outerwear. If that ain't growing then I don't know what'll make that up?

    "And while we are off our long-term growth target this year (read that again), our fourth-quarter performance does give me confidence (what? say again?) that this brand is built to perform in many environments, is strong and opportunistically has many competitive advantages in play." This is a Q3/Q4 brand with very little business in Q1/Q2...If the core quarters are so way off and the brand is not 4-season balanced, then what to expect? What is your competitive advantage really, when COLM has been taking share?

    "Given the current environment as we look at 2016, we see the year ahead as an opportunity to evolve and amplify The North Face brand both on a strategic and tactical level." Read that again. If that has yet to happen, and knowing product to market timelines are 12-18 months, then we're not going to see any improvement for a long time to come.

    I love VFC, but there's trouble, and this isn't a good pick now. I will wait until it see the low 40's/high 30's in this soft apparel environment. NIKE's upcoming numbers will be a great bell weather. Remember VFC was off the numbers last quarter as well, and so was NIKE. And VFC is no NIKE.

  • Funny - those analyst opinions and then the VFC stock movement.

    But if you listened to the call or read the transcript, you realize a couple things:

    "So what's in store for 2016? We expect the retail and currency environments to remain challenging mostly in the first half as last year's overhang works through the system before conditions normalize in our most meaningful quarters of the year" - Read that for what it spells, please: trouble

    "we are making outsized investments in product innovation to drive newness and excitement into the marketplace" : We've heard that for years now and what has come out of that? Not much of anything.

    "I can tell you that in 2016 we are taking an especially focused and proactive look toward the composition of our portfolio to ensure that we are optimally positioned to maximize growth and returns to our shareholders.": Read: there is no real growth ahead...so we'll give you the share buy-back and dividend wrap. Never seen that grow a share price sustainably.

    "Outdoor & Action Sports currency neutral revenue was up 1% in the fourth quarter with a mid single-digit increase in D2C offset by a decline in wholesale.": mid single digits in D2C is really substandard in the industry and a decline in wholesale is the result of years of servicing that with rear-view mirror, account appeasing product through independent agency structures where they should have brought sales in-house eons ago.

    "Clearly contributing to these results was the warmest fourth quarter on record yet I'm proud to say we came through relatively strong given the challenges.".. Warm weather has been here 3 out of the last 4 years...it is the new normal...and what have you done to compensate for it?

    to be continued

  • VFC Chart Breakout - video at StockMarketVideoc (Google them)

  • PVHO looks ready to go. This company was just featured in a whitepaper by intel where intel was very bullish on the companies tech. They also have major partnerships with national brands. This may seem like spam but take 5 minutes of your day and check it out.

  • PVHO looks like it is on the cusp of a break to the upside. Check out the most recent press. The company just received some bullish coverage from Intel which is pretty impressive for such a low priced stock. In addition to that they just had record revs last quarter of over 1m. This type of growth stock only comes around once in a while so start your research.

  • PVHO could be the biggest growth play of the 2016. I get that this post looks like spam but do start own research and you will see. PVHO already has over 1Mil in revenue plus major contracts with huge national brands. Intel is even on board with this one – just check the latest PR. Do your research before PVHO takes off.

  • PVHO looks like it is about to break higher. Take a look at the most recent press. The company just received some major coverage from intel. In addition to that they just had record revs last Q of over 1mil. This is the type of growth stock that only comes around once in a while

  • Major Short Squeeze Coming ? Video at StockMarketVideoc (Google them) - VFC

  • If you are looking for some speculative growth take a look at PVHO. This company is doing all the right things! They have huge national brands under contract + real revenues. For a company with over 1mil in quarterly revs to trade with under a 10m market cap is just insane. Intel even wrote a pretty bullish article on the company and their tech. Start your research now.

  • PVHO could be the biggest growth play of the 2016. I get that this post looks like spam but do start own research and you will see. PVHO already has over 1Mil in revenue plus major contracts with huge national brands. Intel is even on board with this one – just check the latest PR. Do your research before PVHO takes off.

  • Reply to

    Columbia

    by posando Feb 12, 2016 11:49 AM

    Of course, that does mean TNF and TBL need to have good numbers. I do hear out there at retail that TNF is in the #$%$.

  • Reply to

    Columbia

    by posando Feb 12, 2016 11:49 AM

    I think VFC has way more upside then COLM. VFC has been the fogtotten stock in retail. But I would never bet against them. It wouldn't surprise me if we went up $5+ after earnings are announced.

    Sentiment: Buy

  • If COLM can post 15+% on this quarter, then surely VFC can do the same next week (2/19), what with Timberland and The North Face in the fold.

Must Watch
VFC
63.05+0.39(+0.62%)Apr 29 4:02 PMEDT