VF Corp (VFC) in Curreen Capital 2024 Q2

Turnaround Strategy with New Leadership

Apr 15, 2025

Summary

Increased position by 3.5% at $12.29 per share.
Undergoing a turnaround with a new CEO.
Focus on fixing brands and balance sheet.
Attractive pricing due to current market undervaluation.

VF Corp (VFC, Financial) was prominently featured in Curreen Capital's Q2 2024 letter, with the fund increasing its stake as part of a belief in the company's turnaround potential. Under new leadership, VF Corp is working to address past capital allocation issues and improve its brand management and financial health. The fund views the current stock price as undervalued, presenting an opportunity for significant upside as the company's strategic initiatives take hold.

"I think that this is an excellent business and that management is fixing the company’s problems. Given the situation, I thought the price was too low, and we added to our position." — Christian Ryther, Curreen Capital, Q2 2024 Fund Letter

Read full letter at gurufocus Curreen Capital 2024 Q2 page.

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