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

In 2023, VF shares are continuing their downward spiral. VF has a debt problem, and inventory is still not under control.

VF Corporation: Buy, Sell, or Hold?

V.F. Corp's (VFC) fourth-quarter fiscal 2023 results reflect the impacts of a tough operating environment despite brand strength.

V.F. Corp (VFC) Q4 Earnings & Sales Beat Estimates, Fall Y/Y

VF Corporation NYSE: VFC has entered a year of change that could lead the stock higher. The company is working to turn around the core brand, Vans, and improve its supply chain and efficiency, and those efforts have begun to show up in the results.

It's Time To Try On VF Corporation's 6% Yield

V.F. Corporation (NYSE:VFC) has reported a fall in fourth-quarter and full-year 2023 earnings that was cushioned by strength in its The North Face brand and a recovery in China.  The Denver, Colorado-based company, which also owns the Vans and Timberland brands, among others, blamed the decline on the challenging consumer environment.

VF Corporation reports earnings beat on The North Face strength, China momentum

V.F. Corporation (NYSE:VFC ) Q4 2023 Earnings Conference Call May 23, 2023 4:30 PM ET Company Participants Allegra Perry - Vice President, Investor Relations Benno Dorer - Interim President and Chief Executive Officer Matt Puckett - EVP and Chief Financial Officer Conference Call Participants Abbie Zvejnieks - Piper Sandler Brooke Roach - Goldman Sachs Paul Lejuez - Citigroup Laurent Vasilescu - BNP Paribas Janine Stichter - BTIG Bob Drbul - Guggenheim Adrienne Yih - Barclays Gabby Carbone - Deutsche Bank Jim Duffy - Stifel Operator Greetings welcome to the Fourth Quarter 2023 VF Corporation Earnings Call. At this time, all participants are in a listen-only mode.

V.F. Corporation (VFC) Q4 2023 Earnings Call Transcript

V.F. (VFC) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.45 per share a year ago.

V.F. (VFC) Surpasses Q4 Earnings and Revenue Estimates

Shares of VF Corp. rose after hours on Tuesday after the footwear and clothing maker reported fourth-quarter results that were better than expected, as stronger demand for company's North Face gear offset weaker trends for Vans shoes.

North Face makes up for weak demand for Vans in VF Corp.'s results, and shares rally

DENVER--(BUSINESS WIRE)--VF Corporation Reports In-Line Fourth Quarter Revenue and Earnings, Declares Dividend of $0.30 Per Share, and Issues Fiscal 2024 Outlook.

VF Corporation Reports In-Line Fourth Quarter Revenue and Earnings, Declares Dividend of $0.30 Per Share, and Issues Fiscal 2024 Outlook

As sneaker companies weather a bout of subdued demand, at least one brand, Wedbush analysts say, seems to have suffered more than others: Vans.

Want a pair of Vans? More than half of the shoes are being sold at a discount, analyst says.

Palo Alto Networks

Shortly after Monday's opening bell, the Dow Jones industrials traded down 0.11%, while the S&P 500 was up 0.23% and the Nasdaq 0.57% higher.

Earnings Previews: Palo Alto Networks, VFC

Ares Commercial Real Estate

Apollo Commercial Real Estate Finance

ARMOUR Residential REIT

BrightSpire Capital

Chevron

Federal Realty Investment Trust

FS Credit Opportunities Corp

Orchid Island Capital

Petroleo Brasileiro

Ready Capital Corp

Chicago Atlantic Real Estate Finance

Star Bulk Carriers

Trinity Capital

Prior to April 30, 2023 my readers mentioned 26 equities in recent comments on Arnold articles. Some bad-news investments (rogues) mixed with (mostly) favorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated Top-Net-Gain ReFa/Ro: CVX, ACRE, RC, FRT, IMO, REFI, VFC, BRSP, SBLK, and PBR, averaged 44.3% net gains from reader data collected 5/17/23.

Readers Reveal 26 Ideal April-May Dividend Dogs

Kohl's

Children's Place

Today, Foot Locker reported an 11% decline in sales -- and a 56% falloff in earnings. Retail stocks are taking it on the chin as investors worry what Foot Locker's bad news means for their own retail stocks.

Why Kohl's, Children's Place, and VF Corp. Stocks All Sank Today

Newell Brands

Tyson Foods

When I think of activist investors, Carl Icahn and Bill Ackman always come to mind. While you could argue that Ackman doesn't practice activism often, the duo's battle over Herbalife (NYSE: HLF ) started in 2012 and continued for several years.

3 Stocks That Activist Investors Need to Target Next

V.F. Corp's (VFC) Q4 results are expected to reflect gains from the Supreme buyout and other strategic actions. However, supply-chain headwinds and lower consumer spending are likely to have ailed.

V.F. Corp. (VFC) to Report Q4 Earnings: Is a Beat in Store?

V.F. (VFC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

V.F. (VFC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Altria

Invesco S&P Ultra Dividend Revenue ETF

Simon Property Group

Verizon

There are red flags with each of the five highest-yielding dividend stocks on the S&P 500. A better option is an ETF that screens for the top dividend yields and lowest payout ratios.

Should You Buy the 5 Highest-Paying Dividend Stocks In the S&P 500?

Amcor Plc

Air Products and Chemicals

Franklin Resources

Emerson Electric

Essex Property Trust

General Dynamics

Realty Income Corp

T. Rowe Price Group

Walgreens

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 May 11, 2023, represented all eleven Morningstar sectors. Broker estimated-top-ten net gains ranged 19.38%-41.39% topped by WBA and VFC.

4 Dividend Aristocrat Buys For May And 6 To Watch

DENVER--(BUSINESS WIRE)--VF Corporation Announces Fourth Quarter Fiscal 2023 Earnings and Conference Call Date.

VF Corporation Announces Fourth Quarter Fiscal 2023 Earnings and Conference Call Date

Gorman-Rupp

Leggett & Platt

Northwest Natural Gas

Stanley Black & Decker

Universal Corp

"There is only one-criterion to be included among the Dividend Kings: a publicly-traded company must increase its total fiscal-year dividend-payout for a minimum of 50 consecutive-years." - Dogs of the Dow. The 47 Dividend Kings screened as of April 27, 2023, represented eight of eleven Morningstar Sectors. Broker targeted top ten net gainers ranged 16.08%-39.93% topped by ABM & VFC.

6 May Dividend Kings To Buy Plus 4 To Watch

Abbott Labs

Automatic Data Processing

NOBL mustered a comeback in March finishing the month up 0.99%, the ETF is up 1.79% after Q1 2023. Q2 is off to a good start as NOBL is up 1.52% through April 25th.

News for V.F. Stock (VFC)