Engaged Capital

VF Corporation is a leading company in the outdoor and activity-based lifestyle and work-wear sectors, offering a diverse portfolio of well-known brands such as Vans, The North Face, Timberland, Altra, and Dickies. Established in 1899 and headquartered in Denver, Colorado, VF designs, produces, and distributes a wide range of branded apparel, footwear, and accessories, focusing on active, outdoor, and work categories. The company markets its products across the Americas, Europe, and Asia-Pacific through various channels, including wholesale sales to retailers, e-commerce platforms, and its own branded stores. Committed to innovation and sustainability, VF aims to create long-term value for its customers and shareholders while maintaining socially and environmentally responsible operations.

Shake Shack Inc. is a modern burger stand that operates and licenses restaurants known as Shacks in the United States and internationally. Established in 2004 and headquartered in New York City, Shake Shack offers a menu featuring all-natural hamburgers, hot dogs, crispy chicken, crinkle-cut fries, shakes, frozen custard, beer, and wine. The company prides itself on using high-quality ingredients, including a blend of hormone and antibiotic-free Angus beef, which is ground fresh daily and served on non-GMO potato buns. As of late 2018, Shake Shack operated 208 locations, including both domestic and international Shacks. The brand is recognized for its commitment to quality food, community engagement, and environmental responsibility, aiming to create a lively gathering space for customers while maintaining a focus on ethical practices.

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 headquartered in Brampton, Ontario, that specializes in the production of plant-based foods and beverages. Founded in 1973, the company manufactures a diverse range of products, including its proprietary brands such as SOWN, Dream, and West Life. SunOpta's product portfolio primarily features plant-based beverages like oat, almond, soy, coconut, and rice milks and creamers, which are designed to have a lower environmental impact compared to traditional dairy products. In addition to these beverages, SunOpta offers non-genetically modified, organic, and gluten-free items, as well as protein shakes, teas, broths, and dietary fibers. The company is also involved in the development of biomass conversion technologies aimed at producing cellulosic ethanol and other bio-based products, reflecting its commitment to sustainability and innovative food solutions.