Engaged Capital

VF Corporation is a global leader in branded lifestyle apparel, footwear, and accessories. Established in 1899, it offers a diverse portfolio of iconic brands such as Vans, The North Face, Timberland, and Dickies. VF operates across various geographies, product categories, and distribution channels, committed to delivering innovative products while maintaining socially and environmentally responsible operations.

Shake Shack Inc. is a restaurant company that owns, operates, and licenses Shake Shack locations in the United States and internationally. The brand offers a modern fast-casual menu centered on high-quality, all-natural ingredients, including burgers, hot dogs, chicken, fries, shakes, and frozen custard, along with beer and wine. Burgers are prepared with whole-muscle Angus beef, served on buns without genetically modified organisms, and the concept emphasizes simple, flavorful food delivered in a contemporary, community-oriented setting. Headquartered in New York, Shake Shack maintains a network of company-operated and licensed locations worldwide, focusing on fresh offerings, responsible sourcing, and a consistent guest experience.

Rent-A-Center, founded in 1986 and headquartered in Plano, Texas, specializes in leasing household durable goods to customers on a lease-to-own basis. The company operates through several segments, including Rent-A-Center Business, Preferred Lease, Mexico, and Franchising. It offers a wide range of products such as consumer electronics, computers, furniture, appliances, and accessories under rental purchase agreements. Additionally, Rent-A-Center provides merchandise on an installment sales basis and lease-to-own transactions through kiosks located within retailer’s locations. The company operates various types of stores, including retail installment sales stores under the Get It Now and Home Choice names, and lease-to-own stores under the Rent-A-Centre, ColorTyme, and RimTyme names. As of 2019, Rent-A-Center owned and operated approximately 1,973 stores in the United States and Puerto Rico, along with franchised locations across multiple states.

SunOpta is a Canadian company that designs, builds, owns, and operates biomass conversion equipment and facilities, developing processes for cellulosic ethanol, cellulosic butanol, xylitol, and related dietary fiber products for food, fuel, and biomass solutions. Founded in 1973 and based in Brampton, Ontario, the company also operates a consumer business focused on healthy plant-based foods and beverages. It manufactures natural and private-label products and markets proprietary brands such as SOWN, Dream, and West Life. Its plant-based offerings include oat, almond, soy, coconut, and rice milks and creamers, with options that are non-GMO, organic, gluten-free, and complemented by protein shakes, teas, broths, and fruit snacks. The company aims to combine renewable resource technologies with a diversified portfolio of sustainable food products.