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Ralph Lauren (NYSE:RL) 2025 Investor Day Transcript
2025-09-16 15:32
Ralph Lauren (NYSE:RL) 2025 Investor Day September 16, 2025 10:30 AM ET Company ParticipantsCorinna Van der Ghinst - SVP & Head - IRPatrice Louvet - President, CEO & DirectorAshley Potter - Regional CEO - EMEA & Emerging Markets and Chief Lifestyle OfficerDavid Lauren - Chief Branding & Innovation OfficerIris Langlois-Meurinne - Global Chief Marketing OfficerHalide Alagöz - Chief Product & Merchandising OfficerShin Hwee Chua - Regional CEO - Asia PacificMercedes Abramo - Regional CEO - North AmericaNaveen S ...
V.F. Corp slumps as analysts weigh in on the Dickies asset sale (VFC:NYSE)
Seeking Alpha· 2025-09-16 14:49
V.F. Corporation (NYSE:VFC) fell 5.6% in early trading on Tuesday as analysts dug into the implications of the company selling the Dickies brand. The apparel company emphasized that the sale was not a reaction to any change in underlying business ...
Ralph Lauren (NYSE:RL) 2025 Earnings Call Presentation
2025-09-16 14:30
IMPORTANT INFORMATION INVESTOR DAY 2025 This presentation has been prepared by Ralph Lauren Corporation (the "Company") solely for informational purposes. This presentation and any oral statements speak only as of the date they are given, reflecting prevailing market conditions and, as a result, the views expressed are subject to change based upon a number of factors, which are further described below under "Special Note Regarding Forward-Looking Statements." The information has been obtained from sources b ...
Ralph Lauren’s Next Strategic Plan: Three Years of Driving the Brand Forward
Yahoo Finance· 2025-09-16 12:01
Ralph Lauren has always cultivated a certain timelessness with his preppy take on Americana. Patrice Louvet, chief executive officer of Ralph Lauren Corp., is looking to do the same with the company’s business model. More from WWD Louvet will launch Ralph Lauren’s next strategic plan during an investor meeting at the New York Stock Exchange on Tuesday, bringing the company into the “Next Great Chapter: Drive” and introducing new financial targets. After executives ring the opening bell to start the trad ...
Ralph Lauren Presents Its Updated Strategic Growth Plan, “Next Great Chapter: Drive” and Long-Term Financial Outlook
Businesswire· 2025-09-16 12:01
NEW YORK--(BUSINESS WIRE)--Ralph Lauren Presents Its Updated Strategic Growth Plan, "Next Great Chapter: Drive†and Long-Term Financial Outlook. ...
VFC INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that V.F. Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Businesswire· 2025-09-16 11:10
集体诉讼案件 - 律师事务所Robbins Geller Rudman & Dowd LLP宣布对V.F. Corporation提起集体诉讼 指控公司及部分高管违反1934年证券交易法 [1] - 诉讼指控被告制造虚假印象 声称拥有可靠收入预测和增长信息 并淡化季节性和宏观经济波动风险 [4] - 公司于2025年5月21日公布2025财年第四季度及全年业绩 披露Vans品牌增长轨迹显著恶化 从上一季度8%的跌幅扩大至第四季度20%的跌幅 [5] 财务表现 - Vans品牌收入连续下滑 第四季度同比下跌20% 较前一季度8%的跌幅进一步恶化 [5] - 公司将低于预期的业绩归因于"故意减少收入以淘汰无盈利能力业务"及"未事先宣布的额外 deliberate actions" [5] - 即使排除这些 deliberate actions Vans品牌仍将出现"高个位数百分比"收入下降 表明增长放缓与往年连续改善趋势相反 [5] 市场反应 - 业绩公布后V.F. Corporation股价单日下跌近16% [5] - 诉讼称公司虚假陈述导致其股票以虚高价格交易 [10][15] 诉讼程序 - 符合资格的投资者为2023年10月30日至2025年5月20日期间购入V.F. Corporation证券者 [1] - 首席原告申请截止日期为2025年11月12日 [1] - 首席原告需具备最大财务利益且能代表集体成员利益 [6]
Uniqlo founder Yanai says US may suffer most from tariffs
Reuters· 2025-09-16 03:05
The Japanese founder of fashion brand Uniqlo said on Monday the U.S. may bear the highest price from the impact of tariffs on global trade. ...
VFC INVESTOR NOTICE: V.F. Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2025-09-16 01:10
SAN DIEGO, Sept. 15, 2025 /PRNewswire/ -- The law firm ofRobbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of V.F. Corporation. (NYSE: VFC) securities between October 30, 2023 and May 20, 2025, inclusive (the "Class Period"), have until November 12, 2025 to seek appointment as lead plaintiff of the V.F. Corporation class action lawsuit. Captioned Brenton v. V.F. Corporation, No. 25-cv-02878 (D. Colo.), the V.F. Corporation class action lawsuit charges V.F. Corporation and certain of V. ...
Berger Montague PC Investigating Claims on Behalf of V.F. Corporation (NYSE: VFC) Investors After Class Action Filing
Prnewswire· 2025-09-16 00:06
公司诉讼事件 - 全国原告律师事务所Berger Montague PC代表在2023年10月30日至2025年5月20日期间购买或收购V F Corporation (NYSE: VFC)股票的投资者提起集体诉讼 [1] - 投资者需在2025年11月12日前申请成为首席原告代表 [2] 公司业务背景 - VFC总部位于科罗拉多州丹佛市 是全球品牌生活方式服装、鞋类和配饰领域的领导者 [2] - 公司旗下拥有Vans、The North Face、Timberland和JanSport等知名品牌 [2] 指控内容 - VFC被指控就其转型计划(特别是Vans品牌)的成功性误导投资者 [3] - 公司未能披露需要额外重组步骤 且这些措施已在实施中 对收入产生负面影响 与早先公开声明相矛盾 [3] 财务表现与市场反应 - 2025年5月21日VFC报告称Vans品牌2025财年第四季度收入下降20% 较上一季度8%的降幅进一步恶化 [4] - 公司将收入短缺归因于此前未披露的内部成本削减和重组行动 [4] - 即使没有这些措施 Vans品牌仍将报告高个位数收入下降 引发对品牌更深层次问题的担忧 [4] - 公告发布后VFC股价从2025年5月20日收盘价14.43美元/股跌至5月21日收盘价12.15美元/股 跌幅超过15% [4] 律师事务所信息 - Berger Montague自1970年成立以来一直是证券集体诉讼领域的先驱 在费城、明尼阿波利斯、特拉华、华盛顿特区等地设有办公室 [6] - 该律所代表个人和机构投资者超过五十年 在全美法院担任首席律师 [6]
Portnoy Law Firm Announces Class Action on Behalf of V.F. Corporation.
Globenewswire· 2025-09-15 20:55
核心诉讼事件 - VF Corporation面临集体诉讼 指控公司在2023年10月30日至2025年5月20日期间误导投资者[1][3] - 诉讼声称公司对财务健康状况和增长潜力(特别是Vans品牌)进行不实陈述 并淡化季节性与宏观经济变化的风险[3] - 公司股价在不利消息披露后下跌近16%[3] 财务表现争议 - Vans品牌在2025财年第四季度出现20%的业绩损失[3] - 公司虽将下滑归因于削减非盈利部门的必要收入调整 但即使不考虑调整因素 Vans仍预计出现重大收入衰退[3] 法律程序进展 - 投资者需在2025年11月12日前提交首席原告动议[1] - Portnoy律师事务所提供免费案件评估 其创始合伙人已为投资者追回超过55亿美元损失[2][4]