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

Wolverine World Wide

The weather is getting notably cooler as this winter is expected to be more frigid, frosty and slushy than years past, according to the Farmer's Almanac forecast. Outdoor apparel and footwear are two segments of retail that may get a boost this year as a result of the chillier weather to come.

2 Outdoor Lifestyle Retailers to Warm Up To

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September-October, 2023, Barron's, Bloomberg, and Fortune analysts and reporters combined to list five sets of stocks sorted as: “Recovery Bets.” Those five articles revealed 53 equities, with 42 paying dividends. These new lists focus on financial services, healthcare, and real estate sectors by Barron's along with selected “change the world” stocks from Fortune and ten to watch from Bloomberg.

18 Buyable Pre-Crash Recovery Equities For October

DENVER--(BUSINESS WIRE)--VF Corporation (NYSE: VFC), a global leader in branded lifestyle apparel, footwear and accessories, today announced the appointment of Trevor A. Edwards to the company's Board of Directors, effective October 22, 2023. Edwards brings more than 25 years of marketing, global brand and general management experience in apparel and footwear. He will serve on the Board's Talent and Compensation Committee, as well as the Governance and Corporate Responsibility Committee. Edward.

VF Corporation Appoints Trevor A. Edwards to Board of Directors

Engaged Capital sees a path to improve financial results over the next few years. By reducing costs, the firm sees the potential for the stock to trade over $40.

Why VF Stock Jumped This Week

V.F. Corporation stock has lost tremendous value since early 2021, but recently jumped 14% after activist investor Engaged Capital took a stake in the company. Engaged Capital's investment in V.F. Corporation stock has not yet been disclosed, but the activist investor has outlined a comprehensible plan to accelerate value creation and turn the company around. In addition to a summary of what went wrong at V.F. Corporation, I will discuss the activist's expected actions and why I believe a dividend cut is among the first steps.

V.F. Corporation: Activist Involvement Confirms Strong Value Proposition (Upgrade)

VF Corp. (VFC) was the best-performing stock in the S&P 500 Tuesday after activist investor Engaged Capital took a major stake in the apparel retailer and outlined plans to boost its performance.

VF Corp. Shares Surge as Activist Investor Calls for New Strategy

VF Corp (NYSE:VFC) is surging today, up 13.5% to trade at $18.38 at last glance, after Engaged Capital built its stake in the company, saying the stock could triple if issues are addressed.

Options Traders Eye Surging Apparel Stock

Shares of global apparel and footwear maker VF Corporation (NYSE: VFC ) are receiving a much-needed lift on Tuesday, popping up more than 13% as of this writing. Catalyzing the robust sentiment is news that an activist investor has taken a stake in the company.

VFC Stock Jumps on Activist Investment News

Engaged Capital revealed an activist stake in VF Corp. The apparel stock has plunged in recent years. Engaged sees an opportunity for VF stock to triple if it cuts costs and makes some other changes.

Why VF Corp Stock Jumped Today

Engaged Capital just announced a stake in VF Corp (NYSE: VFC) – the company behind iconic brands like “The North Face” and “Vans”. Shares of the apparel and footwear company are up 12% at writing.

Activist investor Engaged Capital just announced a stake in VF Corp

Activist investor Engaged Capital said it took a stake in Vans owner VF Corp., pushing for aggressive changes.

Vans, North Face owner VF Corp shares jump after activist investor builds stake

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Engaged Capital, LLC (“Engaged Capital”), an investment firm specializing in enhancing the value of small and mid-cap North American companies and a top shareholder of V.F. Corporation (NYSE: VFC) (“VF Corp.” or the “Company”), the owner of The North Face and Vans brands, today issued a presentation highlighting the actionable and significant opportunities for long-term value creation at the Company. Download the presentation and sign up for relevant upda.

Engaged Capital Issues Presentation Highlighting Significant Opportunities for Value Creation at V.F. Corporation

Shares of VF Corp. VFC, +8.63% ran up 10.3% in morning trading, enough to pace the S&P 500's SPX, -0.73% gainers, after The Wall Street Journal reported that activist investor Engaged Capital has built a “big” stake in the parent of retail brands including Vans and The North Face. The stock, which was headed for the biggest one-day gain since it rallied 11.4% on Nov. 11, 2022, has soared 16.7% amid a three-day win streak that started after it closed at a 14-year low of $15.30 on Oct. 12.

Vans parent VF's stock soars after WSJ report that activist investor has built up a big stake

V.F. Corporation has lost nearly half its value in the past year and additional caution is advised as concerns about its fundamentals persist. Consumer sentiment and Vans' struggles are noteworthy factors. While there is potential for growth in China, the struggles in Europe and the U.S. pose challenges for V.F. Corporation.

V.F. Corp.: Think Twice Before Buying The Dip

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Dividend stocks are still attractive despite high money market yields. Chasing high dividend yield stocks can be risky. Focus on dividend growth and safety when selecting dividend stocks.

Dividends For A Sliding Market With Steven Cress

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The board controls a company's dividend policy, so there's no way to explicitly know what to expect. A company's dividend history can provide a signal to investors about a business.

You Can't Control Dividend Increases, But You Can Control What You Do About Them

DENVER--(BUSINESS WIRE)--VF Corporation Announces Second Quarter Fiscal 2024 Earnings and Conference Call Date.

VF Corporation Announces Second Quarter Fiscal 2024 Earnings and Conference Call Date

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It's possible to score 5% yields on CDs. So to even consider dividend paying S&P 500 stocks the yield had better be impressive.

News for V.F. Stock (VFC)