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VFVFC

V.F. Corporation

$VFC·$5.6B·Apparel - Manufacturers·Consumer Cyclical
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Mentions · last 7 days
2026-07-25: 11 posts2026-07-26: 18 posts2026-07-27: 21 posts2026-07-28: 29 posts2026-07-29: 105 posts2026-07-30: 54 posts2026-07-31: 38 posts276
X counts updated 3h ago
VFVFC
$VFCV.F. Corporation
——276 posts
AI analysisFundamentalsVoices on X
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What it does

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

V.F. Corporation, operating with its subsidiaries, specializes in the global design, sourcing, marketing, and distribution of branded lifestyle apparel, footwear, and complementary products. Catering to men, women, and children, its offerings reach markets across the Americas, Europe, and Asia-Pacific. The company structures its operations into three distinct segments: Outdoor, Active, and Work. Its expansive product portfolio includes a wide array of apparel, such as outdoor wear, casual and lifestyle clothing, and items crafted from merino wool and other natural fibers. It also provides a diverse selection of footwear, ranging from outdoor-inspired and performance-oriented styles to action sports, streetwear, and protective work footwear. Completing its range are various accessories, including handbags, luggage, backpacks, and totes, as well as specialized equipment and work-appropriate attire. These goods are marketed under renowned brand names like The North Face, Timberland, Smartwool, Icebreaker, Altra, Vans, Supreme, Kipling, Napapijri, Eastpak, JanSport, Dickies, and Timberland PRO. Distribution occurs through wholesale channels to specialty retailers, department stores, national chains, and mass merchants. Furthermore, V.F. Corporation engages in direct-to-consumer sales via its proprietary retail stores, concession stands, e-commerce platforms, and other digital avenues. Established in 1899, V.F. Corporation maintains its corporate headquarters in Denver, Colorado.

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

No material change from last week — Ralph Lauren's China demand recovery and disciplined pricing power drive analyst upgrades while PVH's Calvin Klein and Tommy Hilfiger navigate a mixed global..

Industry benchmark

6-name peer basket
+21.1%YTD
+74.7%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 $0.52

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$1.09$0.97 – $1.1516
FY28$9.8B$9.7B – $10.0B$1.35$1.09 – $1.5816
FY29$10.0B$9.2B – $10.6B$1.58$0.90 – $2.018
FY30$10.8B$10.4B – $11.1B$1.76$1.67 – $1.834

Recent news

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

V.F. Corporation (NYSE:VFC) Given Average Recommendation of “Hold” by Brokeragesdefenseworld.net·21h agoV.F. (NYSE:VFC) Shares Gap Down Following Weak Earningsdefenseworld.net·2d agoWhy VF Corp Stock Tumbled Todayfool.com·2d agoV.F. Corporation (VFC) Q1 2027 Earnings Call Transcriptseekingalpha.com·2d agoNorth Face Parent VF Corp. Stock Nosedives After Disappointing Vans Performance, CFO Departureinvestopedia.com·2d ago

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