Top Calls 06/21/23 - Janine Stichter, BTIG Analyst

The video discusses the implications of a new CEO for a company, focusing on potential changes in strategy and stock performance. It highlights the challenges faced by the Vans brand in the fashion industry, emphasizing the need for innovation. The background of the new CEO, Brack and Darrell, is explored, noting his experience in consumer-facing industries and brand turnarounds. The video concludes with an analysis of the company's stock rating and the expected timeline for a turnaround.

What skills and experiences does the new CEO bring to VF Corp that could aid in a turnaround?

What indicators would suggest a positive change in the performance of the Vans brand?