Truist tracks weekly TikTok Shop sales for multiple brands, including Vans from VF Corp, using data from Dec 2024–Feb 2025.
Vans maintained full‑price sales on TikTok, but momentum slowed; weekly GMV rose to $150,000 from $80,000, still far below March’s $500,000 peak.
Truist Hold rating on VF Corp and Under Armour, and has not rated Crocs, Gap, Ralph Lauren, Ulta Beauty, or Shark Ninja.