[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.]  ZTan [@zacktanzx](/creator/twitter/zacktanzx) on x XXX followers Created: 2025-07-06 20:24:18 UTC 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 are gross margins. I'll leave you with this gross margin chart I have that would truly unleash the earnings potential of $VFC. Notice how Jan-Mac 2025 gross margins have inflected. Revenues will soon catch up. Also UZI 🛸🛸🛸 should be dropping a summer tape anytime now... and that should seal the deal, IYKYK, not financial advice.  XXX engagements  **Related Topics** [$vfc](/topic/$vfc) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/zacktanzx/status/1941956394086957119)
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ZTan @zacktanzx on x XXX followers
Created: 2025-07-06 20:24:18 UTC
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 are gross margins. I'll leave you with this gross margin chart I have that would truly unleash the earnings potential of $VFC. Notice how Jan-Mac 2025 gross margins have inflected. Revenues will soon catch up.
Also UZI 🛸🛸🛸 should be dropping a summer tape anytime now... and that should seal the deal, IYKYK, not financial advice.
XXX engagements
Related Topics $vfc stocks consumer cyclical