V.F. Corporation (VFC)

Over the past six months, VF Corp.'s stock price has seen fluctuations. As of November 27, 2025, the stock was trading at $17.27, reflecting a 3.97% increase over the past 30 days but a 15.18% decline over the past year. In Q3 CY2025, VF Corp. reported revenues of $2.80 billion, exceeding analyst expectations but representing a 3.5% year-on-year decline. Adjusted earnings per share (EPS) for the quarter were $0.52, surpassing analyst estimates. However, in October 2023, VF Corp. withdrew its full-year revenue and profit forecasts due to slowing demand for its higher-priced apparel and footwear. Sales in the Americas fell 11% in the reported quarter, while sales in Greater China rose 8%. The Vans brand experienced a 21% fall in sales, though The North Face brand saw a 19% increase. The company also announced a large-scale cost reduction program aiming for $300 million in fixed cost savings.

VF Corp.'s business is seasonal, with a higher proportion of revenues and operating cash flows typically generated during the second half of the calendar year, including the crucial fall and holiday selling seasons. Poor sales during the second half of the calendar year could materially and adversely affect the company's full-year operating results and lead to higher inventories.

VF Corporation (VFC) is a global leader in the apparel, footwear, and accessories industry. VF Corp. operates within the consumer packaged goods sector, specifically in the apparel, footwear, and accessories industry with a vertically integrated business model encompassing design, manufacturing, marketing, and distribution. VF Corp. organizes its eleven brands into three primary categories: Outdoor, Active, and Work. The Outdoor category includes brands like The North Face, Timberland, and Smartwool. The Active category includes brands like Vans, Kipling, Eastpak, and JanSport. The Work category includes Dickies.

VF Corp. operates globally, with its products sold in over 100 countries and approximately 1,100 owned retail stores. The company's operations span across Europe, Asia-Pacific, and the Americas. Its direct-to-consumer business includes VF-operated retail stores, brand e-commerce sites, concession retail locations, and other digital platforms.

VF Corporation has maintained a positive brand reputation, particularly in its commitment to environmental, social, and governance (ESG) initiatives. In October 2023, VF Corporation was named to 3BL Media's '100 Best Corporate Citizens' list for the fourth consecutive year. VF Corp. is committed to operating responsibly, aiming to make a positive impact on people, communities, and the environment. This includes efforts in environmental sustainability, responsible sourcing, human rights, product stewardship, and inclusion, diversity, equity, and action (IDEA).

The ownership structure of VF Corp. (VFC) is a mix of institutional, retail, and individual investors. Approximately 56.02% of the company's stock is owned by institutional investors, 1.10% by insiders, and 42.89% by public companies and individual investors. Major institutional owners include PNC Financial Services Group, Inc., Dodge & Cox, Vanguard Group Inc, BlackRock, Inc., M&G Plc, and Northern Trust Corp. A significant individual shareholder is E. Barbey Trust Udt Dated 082151 Fbo Helen Mucklow Decd As Apptd For John E. Bdupont John, owning 84.28 million shares, representing 21.57% of the company.