Top Calls: Piper Sandler's Call on Footwear

The video discusses the downgrade of VF Corp due to challenges with the Vans brand, including over-inventory and weak sell-through. Skechers, on the other hand, is experiencing strong growth driven by new products and international markets, particularly in China. Despite tempered expectations, Skechers is optimistic about growth in China. VF Corp's other brands like The North Face and Ultra are performing well, while Timberland and Dickies show some weakness.

What are the expectations for Skechers' recovery in the Chinese market?

Which brands under VF Corp's umbrella are performing well despite the issues with Vans?