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VFVFC

V.F. Corporation

$VFC·$5.2B·Apparel - Manufacturers·Consumer Cyclical
$12.80-2.1%YTD-27.6%1Y-11.1%
Price updated 10m ago·X counts updated 3d ago
VFVFC
$VFCV.F. Corporation
$12.80-2.07%118 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VFC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

118X posts · last 7 days
Aug 30Sep 12
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $VFC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-04

$VFC (VF Corp) chatter is bullish. CEO Bracken Darrell mentioned bringing various pearlised Vans into wholesale distribution — happening this fall. Vans x SZA collection coming — 'new era of Vans under creative direction of SZA.' Foot Locker and JD Sports 'gonna make shelf-space for these — time for Vans to run.' Converse ads sliding into Snapchat DMs (good targeting). Bullish.

Read what X is saying about $VFC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VFC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

V.F. Corp is trying to revive Vans — a director bought $295K last month, the tape is at 6% of its range.

V.F. Corporation is the apparel conglomerate that owns Vans, The North Face, Timberland, and Dickies. CEO Bracken Darrell's turnaround plan hinges on Vans revival, and there are fresh commercial-cadence signals to watch.

  • Vans revival is now specific: management is bringing pearlised Vans into wholesale distribution this fall, plus a Vans x SZA collection under her new creative direction — Foot Locker and JD Sports are 'making shelf-space for these' per crowd chatter, which is genuine wholesale-book progress.
  • The financials are still troubled: Q1 revenue was down 5% YoY to $1.67B with a -5% operating margin, and Q2 EPS was $-0.3 vs $-0.006 estimated (a huge miss) — the top-line stability is not yet appearing in the print.
  • Fresh insider signal is positive: director Richard Carucci bought 20K shares for $295K on Aug 20 — that's a real open-market director buy after a heavy drawdown, and the kind of governance-plus-signal read that turnaround investors watch.

What resolves the coil is Oct 27 earnings beating the $0.51 EPS bar with commentary on Vans wholesale progress and North Face demand into the holiday quarter; a soft print with continued Vans decline is what would break the coil down from 6.2th-percentile positioning — but that's already close to floor territory.

Agrees with X sentimentX's Vans-revival + SZA-collection framing is a fair operational read on the wholesale-book progress — the crowd is right on the near-term commercial cadence, though the balance-sheet leverage (2.8x D/E) remains the honest overhang.

What to watch: Oct 27 earnings — the $0.51 EPS bar plus Vans wholesale progress and holiday-forward commentary; a beat with Vans stabilizing resolves the coil upward, a soft print extends it lower.

On the calendar: 2026-10-27 — Q2 FY27 earnings

Read the AI verdict on $VFC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Apparel holding company owning Vans, Timberland, and Supreme brands targeting outdoor, action sports, and workwear consumers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $VFC.

Apparel - Manufacturers · Consumer Cyclical

Branded apparel faces soft mid-income consumer demand and DTC investment pressure; PVH's Calvin Klein Spring 2027 runway signals premium tier repositioning, while VFC (Vans, Timberland) absorbs youth-brand relevance headwinds. The structural tension is DTC margin investment vs. wholesale revenue compression. ETF -5% YTD reflects the mid-income squeeze.

What this means for $VFC

Headwind — Vans youth brand is losing relevance with its core demographic, and Timberland faces lifestyle-apparel saturation; the market underperformance this week reflects VFC's challenge in reversing brand momentum while deleveraging a stretched balance sheet.

Industry benchmark

5-name peer basket
+5.7%YTD
+31.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-0.27$-0.22-20.3%
Q1 2026May 20, 2026$-0.30$-0.01-4565.6%
Q4 2025Jan 28, 2026$0.58$0.43+34.9%
Q3 2025Oct 28, 2025$0.52$0.42+22.5%
Next earningsTue, Oct 27·consensus EPS $0.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.7B-5.2%54.9%-5.0%$-0.25$-102.1M
Q4 FY26$2.2B+1.0%56.4%2.8%$-0.30$-8.0M
Q3 FY26$2.9B+1.5%55.6%10.1%$0.76$966.5M
Q2 FY26$2.8B+1.6%52.2%11.2%$0.49$-274.8M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$9.2B – $9.5B$0.82$0.80 – $0.8414
FY27$9.5B$9.4B – $9.7B$1.07$0.97 – $1.1316
FY28$9.8B$9.7B – $10.0B$1.32$1.07 – $1.6116
FY29$10.0B$9.2B – $10.6B$1.47$0.82 – $1.928
FY30$10.8B$10.4B – $11.1B$1.76$1.67 – $1.837

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 391.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 13Richard CarucciDirector20.0K sh$295KBuyJul 31Bracken DarrellPresident32.9K sh$493KBuyJun 9Richard CarucciDirector30.0K sh$515K
+ 32 other (23 awards · 9 inkinds) in window

See when $VFC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 308-K — Item 5.07: Shareholder vote
AI summary

VFC (VFC) filed an 8-K on 2026-07-30 covering items 5.07. On July 28, 2026, V.F. Corporation (“VF”) held its 2026 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, VF shareholders voted on the election of eleven directors, the approval, on an advisory basis, of the compensation of VF’s named executive officers, the ratification of the selection of PricewaterhouseCoopers LLP as Materiality depends on the specific disclosed events.

8-KOfficer or director changeJul 298-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

VFC (VFC) filed an 8-K under Item 2.02 on 2026-07-29 announcing earnings results for the first quarter 2026. The filing furnishes a press release with the company's financial results and operational highlights. No detailed headline figures are available in the excerpt — the full earnings press release is attached as an exhibit. This is a routine earnings disclosure; materiality depends on whether results beat or missed consensus expectations.

8-KPress release / Reg FDMay 208-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (3 13Gs · 2 proxys · 1 10-Q · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

V.F. (VFC) Declines More Than Market: Some Information for Investorszacks.com·5d agoV.F. (VFC) Gains As Market Dips: What You Should Knowzacks.com·11d agoWhy Is V.F. (VFC) Down 8.8% Since Last Earnings Report?zacks.com·18d agoVF Corp (VFC) Shares Surge 3.0% -- What GF Score of 72 Tells Investorsgurufocus.com·25d agoVF Corporation Director Richard Carucci Buys 20,000 Shares for $295,000 -- Should Investors Buy Too?fool.com·26d ago

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Voices on X · last 7 days

No standout posts about $VFC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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