The North Face, Vans, and Timberland parent was light on numbers but heavy on ambition at the second part of its FY 2025 Investor Day, providing brand color to supplement the mid-term financial targets laid out in Oct. The company reiterated those targets, but did not supply any additional guidance on potential impacts from the Trump Administration’s latest barrage of tariffs.

Vans shared some progress of its efforts to return as a full-price trendsetter, exiting 1,800 value channel doors in the past year while adding 800 more premium doors, reducing value channel ... Log in to view full article.