[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 $vfc, vans, tariffs, heydude the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::910896822855462912/interactions)  - X Week XXXXX +9.20% - X Month XXXXXX +13% - X Months XXXXXXX +109% - X Year XXXXXXX +1,074% ### Mentions: XX [#](/creator/twitter::910896822855462912/posts_active)  - X Week XX -XX% - X Month XXX +130% - X Months XXX +147% - X Year XXX +178% ### Followers: XXX [#](/creator/twitter::910896822855462912/followers)  - X Week XXX +1.50% - X Month XXX +8.70% - X Months XXX +62% - X Year XXX +135% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::910896822855462912/influencer_rank)  ### Social Influence [#](/creator/twitter::910896822855462912/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$vfc](/topic/$vfc) #1, [vans](/topic/vans) 7.27%, [tariffs](/topic/tariffs) 3.64%, [heydude](/topic/heydude) 1.82%, [pum](/topic/pum) 1.82%, [$deck](/topic/$deck) 1.82%, [$pum](/topic/$pum) 1.82%, [lulu](/topic/lulu) 1.82%, [nke](/topic/nke) 1.82%, [dong](/topic/dong) XXXX% **Top accounts mentioned or mentioned by** [@ronaldo7trades](/creator/undefined) [@catnyanpital](/creator/undefined) [@danrunner42](/creator/undefined) [@qualitystockboi](/creator/undefined) [@jack64128896](/creator/undefined) [@birdshire](/creator/undefined) [@longvol](/creator/undefined) [@purplemountaing](/creator/undefined) [@finfluentialx](/creator/undefined) [@brackendarrell](/creator/undefined) [@carflos223matos](/creator/undefined) [@rikiz](/creator/undefined) [@krossroads](/creator/undefined) [@nataninvesting](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@stockplaymaker1](/creator/undefined) [@steveseibert1](/creator/undefined) [@tickerplus](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@briantycangco](/creator/undefined) **Top assets mentioned** [VF Corp (VFC)](/topic/$vfc) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Nike Inc (NKE)](/topic/$nke) [Lululemon Athletica Inc (LULU)](/topic/$lulu) ### Top Social Posts [#](/creator/twitter::910896822855462912/posts) --- Top posts by engagements in the last XX hours "@Ronaldo7trades Thanks the margin story and Vans stabilizing is the most important one. Well see if that happens"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1948672064250151007) 2025-07-25 09:09:59 UTC XXX followers, XX engagements "@Ronaldo7trades @FinFluentialx @brackendarrell Shes a fantasy of many men but I doubt she would convince men to buy jeans. She worked with HeyDude previously and look at where HeyDude is now. Weve got Uzi man. Uzis going to turn up and get the right crowd excited for Vans again. Just wait and see he wont disappoint"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1948149763234238517) 2025-07-23 22:34:33 UTC XXX followers, XX engagements "@rik_iz @Kross_Roads PayPal has strong fundamentals and frankly lots of meme potential given their apps are widely used by people across the globe"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947998337120285090) 2025-07-23 12:32:50 UTC XXX followers, XX engagements "$PUM #PUMA Some people overpromise and underdeliver while others underpromise and overdeliver. Headlines claim tariffs are squeezing profits but thats not the full story. $DECK had little problem on margins with that and is still generating XX% operating margins. This company has elevated inventory levels stemming from over-ordering during tariff uncertainty and did not achieve the demand they were forecasting. The new CEO has an interesting track-record. I would pay some attention on what he has to say. Probably worth bookmarking. Id watch closely in a year or two when price is lower and the"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1948713754704687564) 2025-07-25 11:55:39 UTC XXX followers, XXX engagements "$VFC $NKE $LULU #MathSession How much of a price increase does $VFC need to raise to prevent margin erosion Let's do the math. Assuming XX% tariffs and X% gets taken off from negotiations with suppliers coupled with some effect of the depreciation of the Vietnamese DONG. We will be left with an effective XX% tariff. These tariffs however only affect import price AKA the COGS not final retail price. You also have to keep in mind this XX% tariff only affects sales within the UNITED STATES. So you would only apply the effective tariffs on America's share of the COGS Margin. Assuming : Effective"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1940868755623493971) 2025-07-03 20:22:25 UTC XXX followers, 3340 engagements "$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, 1680 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, 1577 engagements "10/ Could $VFC pull a Bombardier-style comeback just like 2020 VF Corp crushing those solvency fears by paying down April 2025 maturities might just be the catalyst we need to get a X handle in the stock. If it coincides with a Vans turnaround + lower rates. sky's the limit"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1807367180146589948) 2024-06-30 10:54:49 UTC XXX followers, 1122 engagements "@Ronaldo7trades @dirtygreenpaper stay away from baidu mate"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1948879768700813473) 2025-07-25 22:55:19 UTC XXX followers, XX engagements "$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-$140 globally (margins UP) Three other iterations other skaters/surfers of Vans are looking to drop in September. The other designs are attached below. Vans is redefining what is possible on their iconic silhouette and it's gaining traction"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946371988840177939) 2025-07-19 00:50:18 UTC XXX followers, 1766 engagements "$VFC New VFC Investment Thesis in video format 📹 I talk about why I think VF Corp will turn in FY26 Not financial advice"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1948590036938584127) 2025-07-25 03:44:02 UTC XXX followers, 1693 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, 2620 engagements "@HugoManenti @Investor_NICK_ I would get on $VFC if I were you. The operating leverage going into the Summer and Autumn quarter will be insane"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1946177686398722384) 2025-07-18 11:58:13 UTC XXX followers, XXX engagements "@birdshire Q1 earnings will be evidence that Vans bottomed. Q2 and Q3 is where we see OPERATING LEVERAGE from X years of restructuring. Not financial advice"  [@zacktanzx](/creator/x/zacktanzx) on [X](/post/tweet/1947670189513830910) 2025-07-22 14:48:53 UTC XXX followers, XX engagements "$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, 1272 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, tariffs, heydude the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +9.20%
- X Month XXXXXX +13%
- X Months XXXXXXX +109%
- X Year XXXXXXX +1,074%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +130%
- X Months XXX +147%
- X Year XXX +178%
Followers: XXX #
- X Week XXX +1.50%
- X Month XXX +8.70%
- X Months XXX +62%
- X Year XXX +135%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% fashion brands XXXX% countries XXXX%
Social topic influence $vfc #1, vans 7.27%, tariffs 3.64%, heydude 1.82%, pum 1.82%, $deck 1.82%, $pum 1.82%, lulu 1.82%, nke 1.82%, dong XXXX%
Top accounts mentioned or mentioned by @ronaldo7trades @catnyanpital @danrunner42 @qualitystockboi @jack64128896 @birdshire @longvol @purplemountaing @finfluentialx @brackendarrell @carflos223matos @rikiz @krossroads @nataninvesting @hedgeyeretail @stockplaymaker1 @steveseibert1 @tickerplus @dirtygreenpaper @briantycangco
Top assets mentioned VF Corp (VFC) Deckers Outdoor, Corp. (DECK) Nike Inc (NKE) Lululemon Athletica Inc (LULU)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Ronaldo7trades Thanks the margin story and Vans stabilizing is the most important one. Well see if that happens"
@zacktanzx on X 2025-07-25 09:09:59 UTC XXX followers, XX engagements
"@Ronaldo7trades @FinFluentialx @brackendarrell Shes a fantasy of many men but I doubt she would convince men to buy jeans. She worked with HeyDude previously and look at where HeyDude is now. Weve got Uzi man. Uzis going to turn up and get the right crowd excited for Vans again. Just wait and see he wont disappoint" @zacktanzx on X 2025-07-23 22:34:33 UTC XXX followers, XX engagements
"@rik_iz @Kross_Roads PayPal has strong fundamentals and frankly lots of meme potential given their apps are widely used by people across the globe" @zacktanzx on X 2025-07-23 12:32:50 UTC XXX followers, XX engagements
"$PUM #PUMA Some people overpromise and underdeliver while others underpromise and overdeliver. Headlines claim tariffs are squeezing profits but thats not the full story. $DECK had little problem on margins with that and is still generating XX% operating margins. This company has elevated inventory levels stemming from over-ordering during tariff uncertainty and did not achieve the demand they were forecasting. The new CEO has an interesting track-record. I would pay some attention on what he has to say. Probably worth bookmarking. Id watch closely in a year or two when price is lower and the" @zacktanzx on X 2025-07-25 11:55:39 UTC XXX followers, XXX engagements
"$VFC $NKE $LULU #MathSession How much of a price increase does $VFC need to raise to prevent margin erosion Let's do the math. Assuming XX% tariffs and X% gets taken off from negotiations with suppliers coupled with some effect of the depreciation of the Vietnamese DONG. We will be left with an effective XX% tariff. These tariffs however only affect import price AKA the COGS not final retail price. You also have to keep in mind this XX% tariff only affects sales within the UNITED STATES. So you would only apply the effective tariffs on America's share of the COGS Margin. Assuming : Effective" @zacktanzx on X 2025-07-03 20:22:25 UTC XXX followers, 3340 engagements
"$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, 1680 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, 1577 engagements
"10/ Could $VFC pull a Bombardier-style comeback just like 2020 VF Corp crushing those solvency fears by paying down April 2025 maturities might just be the catalyst we need to get a X handle in the stock. If it coincides with a Vans turnaround + lower rates. sky's the limit" @zacktanzx on X 2024-06-30 10:54:49 UTC XXX followers, 1122 engagements
"@Ronaldo7trades @dirtygreenpaper stay away from baidu mate" @zacktanzx on X 2025-07-25 22:55:19 UTC XXX followers, XX engagements
"$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-$140 globally (margins UP) Three other iterations other skaters/surfers of Vans are looking to drop in September. The other designs are attached below. Vans is redefining what is possible on their iconic silhouette and it's gaining traction" @zacktanzx on X 2025-07-19 00:50:18 UTC XXX followers, 1766 engagements
"$VFC New VFC Investment Thesis in video format 📹 I talk about why I think VF Corp will turn in FY26 Not financial advice" @zacktanzx on X 2025-07-25 03:44:02 UTC XXX followers, 1693 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, 2620 engagements
"@HugoManenti @Investor_NICK_ I would get on $VFC if I were you. The operating leverage going into the Summer and Autumn quarter will be insane" @zacktanzx on X 2025-07-18 11:58:13 UTC XXX followers, XXX engagements
"@birdshire Q1 earnings will be evidence that Vans bottomed. Q2 and Q3 is where we see OPERATING LEVERAGE from X years of restructuring. Not financial advice" @zacktanzx on X 2025-07-22 14:48:53 UTC XXX followers, XX engagements
"$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, 1272 engagements