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V.F. Corp's stock declined 1.98%, underperforming the market. The dip reflects concerns over brand momentum, as key brands Vans and The North Face were cited as "laggards" in a recent analyst report despite a resilient apparel sector.
The global footwear and apparel industry is reassessing its manufacturing strategy as Chinese factories offer highly competitive pricing, potentially reversing the recent trend of shifting production to Southeast Asian countries like Vietnam and Cambodia. This dynamic is forcing brands to weigh cost benefits against supply chain diversification amidst ongoing tariff and labor cost pressures.