Apparel Giant VF Corp Needs Supreme and Vans To Stay Relevant

Victor Lei — Head of Research Stocks

Exclusivity drives demand. It’s how luxury and streetwear products resell for many times their original value. Take that exclusivity away, and brands can go downhill fast. VF Corp (owner of brands like The North Face, Vans and Supreme) is learning that the hard way. Down 80%+ from its 2020 peak, $VFC is trading at its…

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