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

Advantage Solutions

Credit Acceptance

Enhabit Inc

Frontdoor Inc.

Advantage Solutions currently trades at an attractive upside-to-downside ratio. Credit Acceptance's management allocates free cash flow to growing the business and repurchasing shares at attractive prices. Enhabit has historically earned high returns on capital and grew both organically and through acquisitions.

Curreen Capital's Top 5% Positions: Where I Am Finding The Most Value

Solventum Corporation

We were more active than usual in the quarter, buying shares that were available at very attractive prices. All in, we have ugly ducklings - high returns on capital, cash cow spinoffs, working through resolvable issues, and selling at attractive prices. I love buying businesses like this, and if it drops to my next buy price, we will add to it.

Curreen Capital: Ugly Ducklings Selling At An Attractive Price

Two iconic brands come together to celebrate existence outside the norm with summer capsule  FORT COLLINS, Colo. , July 24, 2024 /PRNewswire/ -- Fat Tire, a crisp, easy-drinking beer, sustainably brewed with premium ingredients, and Vans announced today a collaboration that takes the iconic Vans Checkerboard pattern "Off The Wall" and onto the can of Fat Tire for limited edition packaging as well as an exclusive summer merchandise.

Fat Tire and Vans Unveil Upcoming Collaboration

V.F. Corp's (VFC) decision to sell Supreme fits into its broader strategy of refining its portfolio to enhance alignment and operational efficiency across its business model.

V.F. Corp (VFC) Surges 13% After Agreeing to Sell Supreme Brand

e.l.f. Beauty

Fortinet

Toast

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

This Gap Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday

V.F. Corporation VFC announced it entered into an agreement to sell its Supreme brand to EssilorLuxottica for $1.5 billion in cash.

These Analysts Boost Their Forecasts On VF Corp

VF Corporation (VFC) shares soared Wednesday after the struggling clothing retailer announced that Paris-based retailer EssilorLuxottica purchased its Supreme streetwear brand for $1.5 billion in cash.

VF Stock Soars as Company Sells Supreme Brand to Ray-Ban Owner EssilorLuxottica

Shares of Vans sneaker maker VF Corporation (NYSE:VFC) are 8.9% higher in premarket trading, following news that EssilorLuxottica agreed to acquire the company's Supreme brand by the end of 2024 in a $1.5 billion cash transaction.

VF Stock Poised for Big Bounce After Supreme Sale

EssilorLuxottica SA

Vans and North Face owner VF Corp (NYSE:VFC, ETR:VFP) has agreed to sell its Supreme streetwear brand to Italo-French sunglasses maker EssilorLuxottica for $1.5 billion. VF, which also owns brands such as Timberland, Dickies and Eastpak, bought Supreme from its founders for $2.1 billion in 2020.

VF Corp sells Supreme brand for less than it paid in 2020

VF Corp.'s stock VFC, +6.68% rose 1.3% early Wednesday, after the Vans parent said it's entered an agreement with French branded lifestyle and accessories maker EssilorLuxottica EL, -4.40% to sell its Supreme skating brand for $1.5 billion in cash. “We see an incredible opportunity in bringing an iconic brand like Supreme into our company,” said Francesco Miller, CEO of EssilorLuxottica along with Paul du Saillant, deputy CEO, in prepared remaks.

Van parent VF Corp.'s stock up 1.3% after company announces sale of Supreme skating brand to EssilorLuxottica for $1.5 billion in cash

Paris, France and Denver, CO (17 July 2024 – 8am CEST) - EssilorLuxottica, a global leader in the optical industry, and VF Corporation (NYSE: VFC), a global leader in branded lifestyle apparel, footwear and accessories, today announced that they have entered into a definitive agreement for EssilorLuxottica to acquire the Supreme® brand from VF for $1.5 billion in cash.

EssilorLuxottica to Acquire Supreme® from VF Corporation

DENVER--(BUSINESS WIRE)--VF Corporation Announces First Quarter Fiscal 2025 Earnings and Conference Call Date.

VF Corporation Announces First Quarter Fiscal 2025 Earnings and Conference Call Date

Inspired by the freedom, passion, and progression fostered in skateboarding, "Always Pushing" is a tapestry of content celebrating global skate crews and cultural catalysts developed in partnership with creative director ALEX/2TONE featuring music by Paris Texas WATCH "ALWAYS PUSHING": https://www.youtube.com/watch?v=RhKnkB0KQIo Download Images:  https://we.tl/t-GOMZ8GJ9D3 COSTA MESA, Calif. , July 16, 2024 /PRNewswire/ -- Ask any skater: the good stuff happens when you push the limits in pursuit of progression.

Vans Announces "Always Pushing" a New Approach to Vans Global Storytelling

Crown Castle International

Comerica

Six Flags Entertainment Corporation

PayPal

Synchrony Financial

Weyerhaeuser

After a period of aggressive interest rate hikes aimed at taming inflation, the Federal Reserve is poised to shift gears in the coming months. With inflation moderating and approaching the Fed's 2% target, economists and investors anticipate rate cuts as early as September 2024.

7 Stocks That Will Benefit the Most From Coming Rate Cuts

Boeing

Charter Communications

The Standard & Poor's 500 index, commonly referred to as the S&P 500, is a floated weight index used to assess the overall performance of the U.S. stock market. For many investors, simply investing in an S&P 500 index fund is enough to set themselves up very well for retirement as it doesn't require constant management to succeed.

3 S&P 500 Stocks to Sell in July Before They Crash & Burn

Consistent dividend growers have historically beaten the market with lower volatility. In this article, we'll discuss a company that has cut its dividend. V.F. Corporation has faced challenges due to poor consumer confidence and financial difficulties, resulting in declining revenue and gross margins. Despite financial struggles, the company has made progress in reducing debt, streamlining operations, and transitioning to direct-to-consumer sales, showing potential for future growth.

V.F. Corp: From Millionaire-Maker To Bargain Bin? A Turnaround Story In The Making

Goldman Sachs

Which stocks should investors sell this summer? This question can be connected to a classic Wall Street phrase — “sell in May and go away” — which suggests that getting out of the market in May and returning in November is a good strategy for investors.

Summertime Blues: 3 Stocks to Sell When It's Hot Outside

From AVE 2.0 to OTW By Vans, Vans Celebrates the Culture of Skateboarding LOS ANGELES , June 22, 2024 /PRNewswire/ -- Last night, Friday, June 21, Vans' week-long Paris takeover culminated in a bash blending the energy of Paris Fashion Week, Go Skateboarding Day and Fête de la Musique—at epic scale. Welcoming the skateboarding, streetwear, fashion, art and entertainment communities of Paris and beyond, the OTW by Vans Checkered Future event featured a monumental installation set on the hill of Montmartre below the Sacré-Coeur Basilica.

Vans Wraps Week-Long Paris Takeover with a Spectacular Party Fusing Skateboarding, Art and Music at Sacré Coeur

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

Why Is V.F. (VFC) Up 16.2% Since Last Earnings Report?

V.F. (VFC) reachead $13.67 at the closing of the latest trading day, reflecting a -1.01% change compared to its last close.

V.F. (VFC) Stock Dips While Market Gains: Key Facts

The latest trading day saw V.F. (VFC) settling at $13.80, representing a +1.92% change from its previous close.

Why V.F. (VFC) Outpaced the Stock Market Today

DENVER--(BUSINESS WIRE)--VF Corporation (NYSE: VFC), a global leader in branded lifestyle apparel, footwear and accessories, today announced Caroline Brown has been named Global Brand President of The North Face®, and will be starting the week of June 10, 2024. Brown succeeds Nicole Otto and, as a result of her appointment, Brown has resigned as a member of the VF Board of Directors. VF also announced that Mindy Grossman and Kirk Tanner have been appointed independent directors on the VF Board,.

VF Corporation Names Caroline Brown Global Brand President of The North Face®; Mindy Grossman and Kirk Tanner Appointed Independent Directors on the VF Board

VF Corp. (VFC) shares jumped Friday, a day after the struggling clothing retailer appointed former Lululemon Athletica (LULU) Chief Product Officer Michelle “Sun” Choe as global brand president of its Vans unit.

VF Corp. Hires Former Lululemon Chief Product Officer for Vans; Stock Jumps

VF Corp (NYSE:VFC, ETR:VFP) announced that it has appointed former lululemon (NASDAQ:LULU) chief product officer Sun Choe as global brand president of its Vans sneaker line. Investors welcomed the news, sending shares of VF almost 11% higher at US$13.69 in the early afternoon on Friday.

Vans-maker VF Corp soars on appointment of former lululemon exec Sun Choe

VF Corp.'s stock rose Friday after the apparel and footwear company named former Lululemon chief product officer Sun Choe as global brand president of its Vans skateboard sneaker line in a move that drew praise on Wall Street.

News for V.F. Stock (VFC)