Jim Cramer breaks down VF Corp's performance over the last year and reveals the stock will be a more compelling buy towards the end of the summer.
host said. "Both the oddly spelled Kontoor ... and VF have a bunch of Chinese exposure, and in this trade war wracked market, investors want nothing to do with China."
Still, VF Corp owns Vans, which is one of the best growth properties in the apparel industry, he said. The North Face and Timberland are also solid businesses, he continued. VF Corp was doing everything right, and sometimes doing everything right is not enough, " he said. "Still, at some point I absolutely think you should own this one, but not yet. I bet this will become a much more compelling story at the end of the summer as we head into back-to-school season.Get his full thoughtsPresident Donald Trump talks to the media before he departs the White House on June 02, 2019 in Washington, DC.
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