Says starting to see very early green chutes with Vans. Says newest skate shoe has performed well. Says things will be a little bit better each quarter sequentially in 2025 besides first quarter. Says direct-to-consumer environment under-executed in Americas region. Says direct-to-consumer channel driven by Vans. Says greater China remains strong. Says NorthFace impacted by wholesale pressure. Says on track to deliver $300M in annualized savings. Says revenue will remain challenged in the near term. Comments taken from Q4 earnings conference call.
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