Calls
1
Tom Nikic
Analyst, Needham
Win Rate
0.0%
return
-36.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$20.34
-36.0%
Nikic likes VF because it is farther along in its turnaround than Nike. Two of its three biggest brands, The North Face and Timberland, are performing very well, helped by cold weather in the Northeast and Midwest this quarter, and the Vans brand is showing some green shoots after being a problem child. He also says VF's balance sheet, which had been highly levered and a major problem, is getting much cleaner.
Retail & Mobility
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Tom Nikic has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: VFC.
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