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Agenda-setting intelligence, analysis and advice for the global fashion community.

What Is VF Corp.’s Plan for Vans and Its Other Struggling Brands?

Activist investors are demanding big changes at the fashion conglomerate, which also owns The North Face, Supreme, Timberland and other brands. The company will have a chance to lay out its own vision when it releases earnings this week.
Two activist investors are pushing for changes at Vans owner VF Corp.
Two activist investors are pushing for changes at Vans owner VF Corp. (Getty Images)

The point of a fashion conglomerate is scale and diversification: resources can be shared across the portfolio, keeping costs down. And if one brand has hit a rough patch, others can pick up the slack.

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