Paul Lewis's questions to VF Corp (VFC) leadership • Q2 2025
Question
Tracy Kogan, on behalf of Paul Lewis, asked about the potential magnitude of cost savings beyond the initial $300 million and inquired about monthly performance trends for The North Face in North America.
Answer
CEO Bracken Darrell deferred questions on future cost savings to the Investor Day, noting the next phase will focus on reengineering for growth. Regarding The North Face, CFO Paul Vogel stated its quarterly performance was in line with the guardrails provided last quarter, with no significant monthly trends to report.