[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @zacktanzx ZTan ZTan posts on X about $vfc, vans, lil uzi vert, nke the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::910896822855462912/interactions)  - X Week XXXXX +4.40% - X Month XXXXXX -XX% - X Months XXXXXXX +111% - X Year XXXXXXX +1,062% ### Mentions: XX [#](/creator/twitter::910896822855462912/posts_active)  - X Months XXX +82% - X Year XXX +117% ### Followers: XXX [#](/creator/twitter::910896822855462912/followers)  - X Week XXX +1.20% - X Month XXX +8% - X Months XXX +62% - X Year XXX +133% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::910896822855462912/influencer_rank)  ### Social Influence [#](/creator/twitter::910896822855462912/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [fashion brands](/list/fashion-brands) [musicians](/list/musicians) [social networks](/list/social-networks) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$vfc](/topic/$vfc) #2, [vans](/topic/vans), [lil uzi vert](/topic/lil-uzi-vert), [nke](/topic/nke), [tariffs](/topic/tariffs), [$nke](/topic/$nke), [$lulu](/topic/$lulu), [market cap](/topic/market-cap), [instagram](/topic/instagram), [$tlt](/topic/$tlt) **Top assets mentioned** [VF Corp (VFC)](/topic/$vfc) [Nike Inc (NKE)](/topic/$nke) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alibaba Group (BABA)](/topic/$baba) [Crocs, Inc. (CROX)](/topic/$crox) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Under Armour Inc Class C (UA)](/topic/$ua) ### Top Social Posts [#](/creator/twitter::910896822855462912/posts) --- Top posts by engagements in the last XX hours "$VFC kick flipping in the studio. Summer tape is coming"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1942851698906783925) 2025-07-09 07:41:56 UTC XXX followers, XXX engagements "$VFC $NKE $LULU #MathSession How much of a price increase does $VFC need to raise to prevent margin erosion Let's do the math. Assuming XX% tariffs and X% gets taken off from negotiations with suppliers coupled with some effect of the depreciation of the Vietnamese DONG. We will be left with an effective XX% tariff. These tariffs however only affect import price AKA the COGS not final retail price. You also have to keep in mind this XX% tariff only affects sales within the UNITED STATES. So you would only apply the effective tariffs on America's share of the COGS Margin. Assuming : Effective"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1940868755623493971) 2025-07-03 20:22:25 UTC XXX followers, 3326 engagements "$TLT It is clear where TLT when we now have a projected trillion dollar demand for Treasuries"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946313877148357038) 2025-07-18 20:59:23 UTC XXX followers, 1646 engagements "@QualityStockBoi Gross margin improvement and stabilized revenues itself warrants a double from here (notice how the guide next Q for -X% to -X% revenue growth) If we get top line growth as we conclude FY26 its a triple"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946573892824240236) 2025-07-19 14:12:36 UTC XXX followers, XXX engagements "$VFC Vans off to a good start with the Old Skool Reimagined Campaign with Japanese skater Cocono Hiraki's iteration selling quickly in Japan and Korea. It is priced at $110-$140 globally (margins UP) Three other iterations other skaters/surfers of Vans are looking to drop in September. The other designs are attached below. Vans is redefining what is possible on their iconic silhouette and it's gaining traction"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946371988840177939) 2025-07-19 00:50:18 UTC XXX followers, 1526 engagements "@HugoManenti @Investor_NICK_ I would get on $VFC if I were you. The operating leverage going into the Summer and Autumn quarter will be insane"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946177686398722384) 2025-07-18 11:58:13 UTC XXX followers, XXX engagements "$VFC Skating in Satoshi Nakomotos Vans is some balller type shit"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1941037903410610414) 2025-07-04 07:34:33 UTC XXX followers, XXX engagements "@CatNyanpital Nike 100B market cap. Vans and Timbs are roughly valued at 3-5B market cap. You should expect Nike to have 20-30x the traffic for the the same operating margins"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946869982341841399) 2025-07-20 09:49:09 UTC XXX followers, XX engagements "$VFC Big news for the unemployed : Uzi and Nett both repping Vans today And not surprising Uzi doing everything but dropping his new album 🤣"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943444853465231490) 2025-07-10 22:58:55 UTC XXX followers, XXX engagements "I can't see @TidefallCapital's original post but here's some information on $VFC. The revenue diagram by brand i've attached below depicts how Vans is dragging $VFC down. Both TNF and Timberlands continue to thrive so lets focus on Vans. I can tell you with XXX% certainty that the Vans brand has trough last quarter. Jan - Mac was a kitchen sink quarter. April - June on the other hand was an eventful quarter for Vans lots of events and collaborations that drove traffic for the brand. I expect to see a slight positive YoY revenue growth and a huge QoQ growth. That said the name of the game here"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1941956394086957119) 2025-07-06 20:24:18 UTC XXX followers, XXX engagements "$VFC Bring out your finance textbooks if you don't know what the term OPERATING LEVERAGE means. $VFC is back half of the year loaded (Q2 and Q3). Expect larger revenue numbers in Q2 Q3 that will fully take advantage of the lower cost base. This is the CFO telling you they will get back to 800M to 1B operating income by the end of FY26 because of the significant reduction in fixed costs from their reinvent initiatives. Multiple expansion will then come and $VFC will get valued at 20x P/E again"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1945245803523543369) 2025-07-15 22:15:15 UTC XXX followers, 2114 engagements "$VFC #Vans #LiluziVert Lil Uzi is going to bring so much traffic to Vans you wont even believe possible. Short this stock now"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943784937053737287) 2025-07-11 21:30:17 UTC XXX followers, 1564 engagements "$VFC Big news for the unemployed and for the Vans shareholders"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1941662544352960859) 2025-07-06 00:56:39 UTC XXX followers, XXX engagements "Shares : now. Options : Would really depend on whether you think youll see Vans stabilizing this Q. Because if its revenue doesnt stabilize in Vans were all pretty much screwedregardless of how much Timbs grows. That said Ive seen many improvements at Vans from their website marketing material influencers they work with (particularly the female ones) pricing inventory control and things like getting the punk rock and skate scene going again etc via events. Not financial advice"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947392885768523965) 2025-07-21 20:26:59 UTC XXX followers, XX engagements "@CatNyanpital I cant tell if this is sarcasm or not😆"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946965003816386938) 2025-07-20 16:06:44 UTC XXX followers, XXX engagements "$VFC XX% of the CEO's compensation is at risk as it is tied to performance his base salary is $1.3M. Here's some things you need to know about $VFC's incentive plan it can be broken down into three components : 1) The Annual Incentive Plan (AIP) which is a cash payout targets improvement in Revenue and Operating Income with payouts (0%200%). 2) A PRSU cycle. FY25-27 PRSU (Performance Restricted Stock Unit) cycle including FY26 links XX% of long-term incentives to one-year Revenue and Gross Margin goals averaged over three years. Details in diagram below 3) Stock options further align with"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943104439939641809) 2025-07-10 00:26:14 UTC XXX followers, 1470 engagements "@ChairliftCap Read the $VFC and $BABA ones now and read them again X months from now"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943461956490531004) 2025-07-11 00:06:52 UTC XXX followers, XXX engagements "@birdshire Q1 earnings will be evidence that Vans bottomed. Q2 and Q3 is where we see OPERATING LEVERAGE from X years of restructuring. Not financial advice"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947670189513830910) 2025-07-22 14:48:53 UTC XXX followers, XX engagements "$VFC Back in Q2'25 VF Corp guided Q3'25 quarter numbers as such Revenue : 2.7B to 2.75B (-1% to -X% YoY) They ended up growing revenue by +2% delivering 2.8B of revenue. Operating Income also well exceeded expectations. I'm saying we will do the same for Q1'26. Their guidance numbers does not reflect what actually happened during the quarter"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1945241486498427124) 2025-07-15 21:58:05 UTC XXX followers, 1172 engagements "@rik_iz @Kross_Roads PayPal has strong fundamentals and frankly lots of meme potential given their apps are widely used by people across the globe"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947998337120285090) 2025-07-23 12:32:50 UTC XXX followers, XX engagements "$VFC When Vans said reinvigorate brand heat amongst the youth I certainly wasn't expecting toddlers 😆 Rihanna's son Riot was seen rocking X different pairs of Vans"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1941528495055867919) 2025-07-05 16:03:59 UTC XXX followers, 1065 engagements "$VFC $NKE $CROX $LULU $BIRK $UA BREAKING : Vietnamese PM confident of "positive" results ahead of US tariff deadline. Washington is also concerned on "counterfeit goods" made by Vietnam manufacturers pushing IP protection for US businesses. Couple that with tariffs XX% for Vietnamese imports itd be a huge huge win for the textile industry as a whole"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1938939386831208869) 2025-06-28 12:35:48 UTC XXX followers, XXX engagements "@Jack64128896 FY26 Gross Margin I believe would be 54%. FY26 Revenue 9.65B. I believe their quarterly guidance next Q is extremely conservative"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943116036003291393) 2025-07-10 01:12:18 UTC XXX followers, XXX engagements "@QualityStockBoi 18-22B enterprise value meaning market cap of roughly 14-18B. Were at 4.78B"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946565759049805919) 2025-07-19 13:40:17 UTC XXX followers, XXX engagements "$VFC Vans is now selling sneaker embellishments. The youths and the girlies will absolutely love this. I've been talking about the Crocs playbook for a long time now and glad Sun is doing it. Quoting Sun from Investor Day : "Revenue from women is at an eight year low at Vans. Let that sink in. That's almost a decade. In my previous lives that would have been a five alarm fire. It's not going to fix itself. We're not going to grow out of it. Before we hit a decade we have to reverse that slide. Our photography is flat and our styling is missing the mark with young audiences. It's been"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1943682717876461704) 2025-07-11 14:44:06 UTC XXX followers, 1148 engagements "10/ Could $VFC pull a Bombardier-style comeback just like 2020 VF Corp crushing those solvency fears by paying down April 2025 maturities might just be the catalyst we need to get a X handle in the stock. If it coincides with a Vans turnaround + lower rates. sky's the limit"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1807367180146589948) 2024-06-30 10:54:49 UTC XXX followers, 1120 engagements "@steve_seibert1 @QualityStockBoi @tickerplus can we get your trend analysis on $VFC before earnings"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947447541001556333) 2025-07-22 00:04:10 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@zacktanzx ZTan
ZTan posts on X about $vfc, vans, lil uzi vert, nke the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +4.40%
- X Month XXXXXX -XX%
- X Months XXXXXXX +111%
- X Year XXXXXXX +1,062%
Mentions: XX #
- X Months XXX +82%
- X Year XXX +117%
Followers: XXX #
- X Week XXX +1.20%
- X Month XXX +8%
- X Months XXX +62%
- X Year XXX +133%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks finance fashion brands musicians social networks countries technology brands
Social topic influence $vfc #2, vans, lil uzi vert, nke, tariffs, $nke, $lulu, market cap, instagram, $tlt
Top assets mentioned VF Corp (VFC) Nike Inc (NKE) Lululemon Athletica Inc (LULU) Alibaba Group (BABA) Crocs, Inc. (CROX) Birkenstock Holding plc (BIRK) Under Armour Inc Class C (UA)
Top Social Posts #
Top posts by engagements in the last XX hours
"$VFC kick flipping in the studio. Summer tape is coming"
@zacktanzx on X 2025-07-09 07:41:56 UTC XXX followers, XXX engagements
"$VFC $NKE $LULU #MathSession How much of a price increase does $VFC need to raise to prevent margin erosion Let's do the math. Assuming XX% tariffs and X% gets taken off from negotiations with suppliers coupled with some effect of the depreciation of the Vietnamese DONG. We will be left with an effective XX% tariff. These tariffs however only affect import price AKA the COGS not final retail price. You also have to keep in mind this XX% tariff only affects sales within the UNITED STATES. So you would only apply the effective tariffs on America's share of the COGS Margin. Assuming : Effective" @zacktanzx on X 2025-07-03 20:22:25 UTC XXX followers, 3326 engagements
"$TLT It is clear where TLT when we now have a projected trillion dollar demand for Treasuries" @zacktanzx on X 2025-07-18 20:59:23 UTC XXX followers, 1646 engagements
"@QualityStockBoi Gross margin improvement and stabilized revenues itself warrants a double from here (notice how the guide next Q for -X% to -X% revenue growth) If we get top line growth as we conclude FY26 its a triple" @zacktanzx on X 2025-07-19 14:12:36 UTC XXX followers, XXX engagements
"$VFC Vans off to a good start with the Old Skool Reimagined Campaign with Japanese skater Cocono Hiraki's iteration selling quickly in Japan and Korea. It is priced at $110-$140 globally (margins UP) Three other iterations other skaters/surfers of Vans are looking to drop in September. The other designs are attached below. Vans is redefining what is possible on their iconic silhouette and it's gaining traction" @zacktanzx on X 2025-07-19 00:50:18 UTC XXX followers, 1526 engagements
"@HugoManenti @Investor_NICK_ I would get on $VFC if I were you. The operating leverage going into the Summer and Autumn quarter will be insane" @zacktanzx on X 2025-07-18 11:58:13 UTC XXX followers, XXX engagements
"$VFC Skating in Satoshi Nakomotos Vans is some balller type shit" @zacktanzx on X 2025-07-04 07:34:33 UTC XXX followers, XXX engagements
"@CatNyanpital Nike 100B market cap. Vans and Timbs are roughly valued at 3-5B market cap. You should expect Nike to have 20-30x the traffic for the the same operating margins" @zacktanzx on X 2025-07-20 09:49:09 UTC XXX followers, XX engagements
"$VFC Big news for the unemployed : Uzi and Nett both repping Vans today And not surprising Uzi doing everything but dropping his new album 🤣" @zacktanzx on X 2025-07-10 22:58:55 UTC XXX followers, XXX engagements
"I can't see @TidefallCapital's original post but here's some information on $VFC. The revenue diagram by brand i've attached below depicts how Vans is dragging $VFC down. Both TNF and Timberlands continue to thrive so lets focus on Vans. I can tell you with XXX% certainty that the Vans brand has trough last quarter. Jan - Mac was a kitchen sink quarter. April - June on the other hand was an eventful quarter for Vans lots of events and collaborations that drove traffic for the brand. I expect to see a slight positive YoY revenue growth and a huge QoQ growth. That said the name of the game here" @zacktanzx on X 2025-07-06 20:24:18 UTC XXX followers, XXX engagements
"$VFC Bring out your finance textbooks if you don't know what the term OPERATING LEVERAGE means. $VFC is back half of the year loaded (Q2 and Q3). Expect larger revenue numbers in Q2 Q3 that will fully take advantage of the lower cost base. This is the CFO telling you they will get back to 800M to 1B operating income by the end of FY26 because of the significant reduction in fixed costs from their reinvent initiatives. Multiple expansion will then come and $VFC will get valued at 20x P/E again" @zacktanzx on X 2025-07-15 22:15:15 UTC XXX followers, 2114 engagements
"$VFC #Vans #LiluziVert Lil Uzi is going to bring so much traffic to Vans you wont even believe possible. Short this stock now" @zacktanzx on X 2025-07-11 21:30:17 UTC XXX followers, 1564 engagements
"$VFC Big news for the unemployed and for the Vans shareholders" @zacktanzx on X 2025-07-06 00:56:39 UTC XXX followers, XXX engagements
"Shares : now. Options : Would really depend on whether you think youll see Vans stabilizing this Q. Because if its revenue doesnt stabilize in Vans were all pretty much screwedregardless of how much Timbs grows. That said Ive seen many improvements at Vans from their website marketing material influencers they work with (particularly the female ones) pricing inventory control and things like getting the punk rock and skate scene going again etc via events. Not financial advice" @zacktanzx on X 2025-07-21 20:26:59 UTC XXX followers, XX engagements
"@CatNyanpital I cant tell if this is sarcasm or not😆" @zacktanzx on X 2025-07-20 16:06:44 UTC XXX followers, XXX engagements
"$VFC XX% of the CEO's compensation is at risk as it is tied to performance his base salary is $1.3M. Here's some things you need to know about $VFC's incentive plan it can be broken down into three components : 1) The Annual Incentive Plan (AIP) which is a cash payout targets improvement in Revenue and Operating Income with payouts (0%200%). 2) A PRSU cycle. FY25-27 PRSU (Performance Restricted Stock Unit) cycle including FY26 links XX% of long-term incentives to one-year Revenue and Gross Margin goals averaged over three years. Details in diagram below 3) Stock options further align with" @zacktanzx on X 2025-07-10 00:26:14 UTC XXX followers, 1470 engagements
"@ChairliftCap Read the $VFC and $BABA ones now and read them again X months from now" @zacktanzx on X 2025-07-11 00:06:52 UTC XXX followers, XXX engagements
"@birdshire Q1 earnings will be evidence that Vans bottomed. Q2 and Q3 is where we see OPERATING LEVERAGE from X years of restructuring. Not financial advice" @zacktanzx on X 2025-07-22 14:48:53 UTC XXX followers, XX engagements
"$VFC Back in Q2'25 VF Corp guided Q3'25 quarter numbers as such Revenue : 2.7B to 2.75B (-1% to -X% YoY) They ended up growing revenue by +2% delivering 2.8B of revenue. Operating Income also well exceeded expectations. I'm saying we will do the same for Q1'26. Their guidance numbers does not reflect what actually happened during the quarter" @zacktanzx on X 2025-07-15 21:58:05 UTC XXX followers, 1172 engagements
"@rik_iz @Kross_Roads PayPal has strong fundamentals and frankly lots of meme potential given their apps are widely used by people across the globe" @zacktanzx on X 2025-07-23 12:32:50 UTC XXX followers, XX engagements
"$VFC When Vans said reinvigorate brand heat amongst the youth I certainly wasn't expecting toddlers 😆 Rihanna's son Riot was seen rocking X different pairs of Vans" @zacktanzx on X 2025-07-05 16:03:59 UTC XXX followers, 1065 engagements
"$VFC $NKE $CROX $LULU $BIRK $UA BREAKING : Vietnamese PM confident of "positive" results ahead of US tariff deadline. Washington is also concerned on "counterfeit goods" made by Vietnam manufacturers pushing IP protection for US businesses. Couple that with tariffs XX% for Vietnamese imports itd be a huge huge win for the textile industry as a whole" @zacktanzx on X 2025-06-28 12:35:48 UTC XXX followers, XXX engagements
"@Jack64128896 FY26 Gross Margin I believe would be 54%. FY26 Revenue 9.65B. I believe their quarterly guidance next Q is extremely conservative" @zacktanzx on X 2025-07-10 01:12:18 UTC XXX followers, XXX engagements
"@QualityStockBoi 18-22B enterprise value meaning market cap of roughly 14-18B. Were at 4.78B" @zacktanzx on X 2025-07-19 13:40:17 UTC XXX followers, XXX engagements
"$VFC Vans is now selling sneaker embellishments. The youths and the girlies will absolutely love this. I've been talking about the Crocs playbook for a long time now and glad Sun is doing it. Quoting Sun from Investor Day : "Revenue from women is at an eight year low at Vans. Let that sink in. That's almost a decade. In my previous lives that would have been a five alarm fire. It's not going to fix itself. We're not going to grow out of it. Before we hit a decade we have to reverse that slide. Our photography is flat and our styling is missing the mark with young audiences. It's been" @zacktanzx on X 2025-07-11 14:44:06 UTC XXX followers, 1148 engagements
"10/ Could $VFC pull a Bombardier-style comeback just like 2020 VF Corp crushing those solvency fears by paying down April 2025 maturities might just be the catalyst we need to get a X handle in the stock. If it coincides with a Vans turnaround + lower rates. sky's the limit" @zacktanzx on X 2024-06-30 10:54:49 UTC XXX followers, 1120 engagements
"@steve_seibert1 @QualityStockBoi @tickerplus can we get your trend analysis on $VFC before earnings" @zacktanzx on X 2025-07-22 00:04:10 UTC XXX followers, XXX engagements