Revenue segments as reported by the company.

Outdoor

Active

Work

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative expenses

Impairment of goodwill and intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

V.F.

Dickies is an American company headquartered in Fort Worth, Texas that manufactures and sells work-related clothing and other accessories, including back packs, steel-toe boots, and belts. Its major competitors are Ben Davis, Carhartt, Red Kap and Dockers.

Dickies

Wrangler is an American manufacturer of jeans and other clothing items, particularly workwear. The brand is owned by the VF Corporation, who also own Lee, JanSport, and The North Face, among others. Its headquarters is in downtown Greensboro, North Carolina in the United States, with production plants in a variety of locations throughout the world.

Wrangler

Vans is an American manufacturer of skateboarding shoes, based in Costa Mesa, California, owned by VF Corporation. The company also produces apparel and other products such as T-shirts, hoodies, pants, socks, hats, and backpacks. The main factory are from America, Vietnam, China and now Vans tried to spread their brands worldwide. As of August 2013, the brand is also active in other actions sports industry and sponsors surf, snowboarding, BMX, and motocross teams. Since 1996, the company has also been the primary sponsor of the annual Vans Warped Tour traveling rock festival.

Vans

Nautica is a mid-range to high-end American apparel brand of the VF Corporation featuring primarily men's, women's, children's apparel and accessories, as well as home, watches, and fragrance. Nautica was founded in 1983 by clothing designer David Chu (designer) and a partner. It was purchased for cash and stock in 1984 by State-O-Maine, a New York-based apparel company. State-O-Maine changed its name to Nautica in 1994. VF Corporation purchased Nautica in 2003.

Nautica

The North Face is an American outdoor product company specializing in outerwear, fleece, coats, shirts, footwear, and equipment such as backpacks, tents, and sleeping bags. Its clothing and equipment lines are catered towards college students, climbers, mountaineers, skiers, snowboarders, hikers, and endurance athletes. The company sponsors professional athletes from the worlds of running, climbing, skiing and snowboarding.

The North Face

JanSport is an American brand of backpacks and collegiate apparel, now owned by VF Corporation, one of the world's largest apparel companies. JanSport is the world's largest backpack maker, and together, JanSport and The North Face, also owned by VF Corporation, sell nearly half of all small backpacks sold in the United States.

Jan Sport

Timberland is an American manufacturer and retailer of outdoors wear, with a focus on footwear. It is owned by VF Corporation. Timberland footwear is marketed towards people intending outdoor use. The company also sells apparel, such as clothes, watches, glasses, sunglasses and leather goods.

Timberland

Lee is an American brand of denim jeans, first produced in 1889 in Salina, Kansas. The company is owned by VF Corporation, the largest apparel company in the world. Its headquarters is currently in Merriam, Kansas, just outside Kansas City, Missouri. The company states that they are an international retailer and manufacturer of casual wear and work wear and that they have more than 400 employees in the United States. In Australasia, the brand is owned by Pacific Brands since 2007, after it was acquired from Yakka.

Reef is a brand of casual sandals, known as Thongs, created by two Argentine brothers, Fernando and Santiago Aguerre. In 1984 they moved from Argentina to the San Diego beach community of La Jolla, California, where they began Reef. Their product became popular amongst surfers and beach goers. Reef has subsequently grown into one of the world's leading active sandal manufacturers. Reef has been owned by VF Corporation since 2005.

Reef

VF Corp. engages in the business of producing and marketing apparel, footwear, and accessories. It operates through the following segments: Outdoor, Active, Work, and Other. The Outdoor segment includes authentic outdoor-based lifestyle brands such as performance-based and outdoor apparel, footwear, and equipment. The Active segment focuses on activity-based lifestyle brands including active apparel, footwear, backpacks, luggage, and accessories. The Work segment offers work and work-inspired lifestyle brands with product offerings including apparel, footwear, and accessories. The Other segment refers to the sale of non-VF products and sourcing activities related to transition services. The company was founded by John Barbey in October 1899 and is headquartered in Denver, CO.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

VF reports stable Q4 performance, bullish on China opportunities

VF's Q4 performance was in line with guidance, with strengths in DTC, The North Face, and positive growth in China. Challenges remain for Vans, but the company is confident in its plan and initiatives. Fiscal year 2024 will focus on margin, cash flow generation, and reducing inventory levels.

VF reports Q2 revenue decline, eyes growth in China

VF's Q2 2023 showed mixed results with revenue decline and brand-specific challenges. However, there is optimism for growth in China and potential in new footwear styles. The company is focused on cost management, debt reduction, and improving brand performance.

VF Corp reports Q3 growth, tackles inventory challenges, eyes China

VF Corporation's Q3 performance reflected revenue growth but faced challenges in the Americas, particularly at Vans, prompting a focus on supply chain excellence and inventory management.
Strengths include DTC growth, North Face's innovation pipeline, and growth opportunities in China, while challenges include inventory issues and supply chain disruptions.
Opportunities lie in operational improvements through supply chain modernization, strategic partnerships, and investments in brand building and innovation, driving optimism for VF's future.

V.F. (VFC) reports stable performance, eyes growth opportunities in 2024

V.F. (VFC) reported stable performance in Q4 2023, with a focus on supply chain turnaround and cost reduction efforts.
Expectations for fiscal year 2024 include revenue stability, gross margin expansion, and increased marketing investments.
Challenges include managing inventory levels, margin decline, and macro environment impacts, with opportunities in brand growth and market expansion.

V.F. (VFC) reports Q1 revenue decline, focuses on Vans rebound

V.F. (VFC) faces challenges in certain segments but shows strength in brand loyalty and new product offerings.
Efforts to optimize distribution and reduce costs aim to improve margins and financial position.
Expectations for Vans business to rebound with marketplace cleanup and new product launches.
Management's focus on strategic initiatives to drive growth and enhance financial stability.

VF Corporation reports Q2 revenue decline, outlines turnaround strategy

VF Corporation's Q2 performance reflected mixed results with revenue decline but strategic initiatives for a turnaround. Challenges in specific brands and regions are being addressed through cost reductions and operational improvements. The company's focus on innovation and brand strength signals a proactive approach to future growth.

V.F. (VFC) faces Q3 revenue decline but sees opportunities ahead

V.F. (VFC) faced revenue decline in Q3 but made progress on cost savings and debt reduction. Challenges from warm weather and Americas underperformance were offset by stable international performance and a Vans turnaround.
The company recognized for sustainability leadership and is reshaping its portfolio for profitable growth. Opportunities lie in gross margin expansion, inventory reduction efforts, and potential asset sales to pay down debt tranches.
Despite challenges, V.F. (VFC) remains optimistic about the future, emphasizing internal changes and the strength of its brands and talent. Future focus includes revenue growth strategies, e-commerce expansion, and debt reduction.

VF (VFC) reports Q4 revenue decline, focuses on cost savings and brand strategies

VF (VFC) Q4 2024 earnings call highlighted revenue decline, progress in cost savings, and strategic focus on Vans and The North Face brands. Leadership changes, debt reduction efforts, and a balanced distribution model were key discussion points. Challenges include revenue disparities between brands and inventory cleanup actions impacting gross margin.

V.F. (VFC) shows strong Q1 performance amidst global challenges

V.F. (VFC) reported progress in Q1 2025 with a focus on cost reduction, balance sheet strength, and profitability improvement. The company emphasized brand strength, innovation, and growth opportunities. Challenges include global uncertainties and working capital management, while opportunities lie in brand segmentation and growth strategies.

V.F. (VFC) reports Q2 progress with cost savings and brand strength

V.F. (VFC) showcased progress in financial metrics, cost savings, and brand performance despite a revenue decline in Q2 2025.
Analyst questions highlighted areas of concern such as business drivers, inventory levels, and brand performance.
Optimism was expressed for Vans' international growth potential and ongoing transformation efforts within VF Corporation.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

V.F. Corporation's revenue declined by 2% in FY2023 due to factors like macroeconomic difficulties in developed countries. The company's total debt exceeded $8.1 billion by the end of 4Q 2023, significantly higher than its cash balance and equity levels, raising concerns about its financial stability. By the end of FY2023, VFC's current ratio declined to 1.45x. Similarly, their cash ratio decreased from 0.38x in FY2022 to 0.23x in FY2023.

V.F. Corporation.: High Leverage Poses Significant Challenges For Future Growth

VFC has been underperforming over the past nine months due to its inconsistent profitability, impacted revenues, and deteriorating balance sheet. Combined with its underperformance compared to its consumer discretionary peers, it is unsurprising that the stock has been sold off. Then again, VFC's dividends remain speculatively safe, thanks to the management's FY2024 FCF guidance of $900M.

V.F. Corp.: No Bottom Visible, Speculative Dividend Play

I sold my shares in V.F. Corporation after the company announced a 41% cut in its dividend payment, which is a sign of management failure. Despite the company's shares being cheap, I will not consider repurchasing until the company demonstrates EPS growth and improved margins over at least a year, preferably two. My strategy is to sell immediately after a dividend cut and shift the investment to more promising opportunities, allowing my portfolio to focus on successful picks while trimming the losers.

I Sold My Shares In V.F. Corporation, And You Should Consider The Same

Automatic Data Processing

Albemarle

Cincinnati Financial

Clorox

Essex Property Trust

Hormel Foods

Medtronic

Realty Income Corp

Stanley Black & Decker

Sysco

Target

T. Rowe Price Group

Walgreens

The ProShares S&P 500 Dividend Aristocrats ETF is recovering in June after a poor performance in May, with a 5.96% gain compared to a 5.90% loss in the previous month. Despite this, 31 dividend aristocrats are outperforming NOBL year-to-date through May. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term. After nearly 23 months, 2 of the 3 buy-and-hold portfolios continue to generate alpha over NOBL and all 3 are beating SPY.

My Best Dividend Aristocrats For July 2023

Viatris

Warner Bros Discovery Inc

In recent years, S&P 500 companies with new chief executive officers (CEOs) have become a regular occurrence. That's because CEOs are moving on more quickly — both by choice and because of activist investors — and that means there are always interesting possibilities for stocks set to rally under new CEOs.

Fresh Blood: 3 Stocks Ready to Rally Under New CEOs

V.F. (VFC) reported earnings 30 days ago. What's next for the stock?

Why Is V.F. (VFC) Up 4.3% Since Last Earnings Report?

V.F. Corp's (VFC) Vans brand has come up with a new pinnacle category label, OTW. This line, which will produce silhouettes of sneakers, is likely to launch in early 2024.

V.F. Corp's (VFC) Vans Brand Announces New Pinnacle Label OTW

A very unusual event has hit the newswires for investors and traders in the pre-market hours of Tuesday morning, after a slower Monday due to U.S. financial markets closing; both V.F. NYSE: VFC and Logitech International NASDAQ: LOGI investors have to react to news affecting two different sectors.

V.F. Shares Undervalued, Brings Former Logitech CEO On Board

PARIS , June 21, 2023 /PRNewswire/ -- Today, Vans unveils its new pinnacle category, OTW by Vans: a new platform where the brand's most elevated product expressions and brand experiences come together with the innovators of art, design, style, skate culture and entertainment. OTW by Vans is a new vision for the most pinnacle expression of Vans, conceived under the direction of Ian Ginoza, Vice President, Creative Direction for Pinnacle.

Vans Announces New Pinnacle Category: OTW by Vans

Apparel and footwear company VF Corp has named Logitech CEO Bracken Darrell as its next president and chief executive officer. “We conducted an extensive search and determined that Bracken has all the attributes to excel in this role.

Apparel Firm VF Corp Taps Logitech CEO to Take the Reins

VF Corp has appointed Bracken Darrell, who last week stepped down as head of computer accessories maker Logitech after a 10-year stint, as its new CEO, the apparel and footwear maker said on Tuesday.

Vans sneakers maker VF taps Logitech's Bracken Darrell as CEO

DENVER--(BUSINESS WIRE)--VF Corporation (NYSE: VFC), a leading portfolio of lifestyle brands, today announced that its Board of Directors has appointed Bracken Darrell as President and CEO, effective July 17, 2023. Darrell will join VF from Logitech International S.A., where he served as President and CEO since 2013. In connection with Darrell's appointment, Benno Dorer, who has served as VF's Interim President and CEO since December 5, 2022, and a member of VF's Board since 2017, will remain a.

VF Corporation Appoints Bracken Darrell as President and CEO

Anheuser-Busch InBev

Over the past few months, numerous companies have found themselves in the crosshairs of a growing conservative backlash. Still, most notably, Anheuser-Busch's Bud Light (NYSE: BUD), Target Corp (NYSE: TGT), and VF Corp.'s (NYSE: VFC) North Face brand are among those who have faced the brunt of this vehement opposition.

Bud Light, Target, and North Face stocks lost over $25 billion from their value since May

Ares Commercial Real Estate

Apollo Commercial Real Estate Finance

BrightSpire Capital

Chesapeake Energy

Coterra Energy

Devon Energy

Ellington Residential Mortgage REIT

Eagle Point Credit

Stone Harbor Emerging Markets Total Income Fund

FS Credit Opportunities Corp

FS KKR Capital Corp

Northrim BanCorp

Petroleo Brasileiro

Philip Morris

Pioneer Natural Resources

Prior to May 31, 2023 my readers mentioned 38 equities in their comments on my articles. Some bad-news investments (rogues) mixed with (mostly) favorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: PM, NRIM, CTRA, PXD, DVN, HTBK, BRSP, VFC, CHK, and PBR, averaged 38.47% net gains from reader data collected 6/14/23. Ten analyst-target-augured May TOP-PRICE-UPSIDE reader faves & rogues (ReFa/Ro) were: TSN, PM, NRIM, PXD, CTRA, DVN, BRSP, HTBK, CHK, & VSP, boasting a 27.76% average target price upside estimate.

Readers Reveal 26 Ideal May Dividend Dogs

Kohl's

Verizon

Value investing is the idea of buying high-quality stocks when they are cheap. The hard part about value investing is buying those stocks when they're down.

3 Beaten Down High-Yield Investors Should Love

AbbVie

Amcor Plc

Franklin Resources

Chevron

Federal Realty Investment Trust

NextEra Energy

Exxon Mobil

"Dividend Aristocrats in the S&P 500 Index have raised their annual payouts every year for at least 25 consecutive years. "--Kiplinger.com/Investing. 67 Aristocrats, screened as of June 6, 2023, represented all eleven Morningstar Sectors. Broker estimated-top-ten net-gains ranged 20.58%-43.58% topped-by TGT & VFC. By yield, VFC topped-all Aristocrats. Top-ten Yields from TROW, ABBV, FRT, BEN, AMCR, IBM, O, WBA, MMM, & VFC, averaged 5.15%.

4 Dividend Aristocrat Buys For June And 5 To Watch

Disney

In recent weeks, a growing number of companies found themselves at the receiving end of a widening wave of criticism.

Bud Light, Target, and 2 other stocks in the midst of controversy

The parent company of North Face, VF Corp (NYSE: VFC), experienced a significant decline in its stock price following criticism related to a pride-themed advertisement featuring activist Pattie Gonia. This drop led to a loss of over 20% in the span of one month, with the stock briefly reaching as low as $16.84 on June 1.

News for V.F. Stock (VFC)