V.F. Corporation (VFC)

Several events have impacted VF Corp's stock price in the past six months. VF Corp completed the sale of Dickies for $600 million in cash. Q2 Fiscal 2026 revenue reached $2.8 billion, while Q3 Fiscal 2026 saw a 1% revenue increase. The company's stock has shown significant upward movement, reaching a 52-week high of $21.94 on April 21, 2026. Seaport Global Securities upgraded VF Corp.'s stock rating to "Buy" in April 2026. The Vans brand has continued to be a drag on earnings, and a class action lawsuit was filed alleging false statements regarding brand recovery.

VF Corp's business is seasonal, with a greater proportion of revenues and operating cash flows generated during the second half of the calendar year. Poor sales during this period would significantly impact the company's full-year operating results. The company's business is also susceptible to unseasonable weather conditions. Inventory builds are often a seasonal preparation for the holiday season.

VF Corporation (VFC) is a global apparel, footwear, and accessories company operating as a brand-management platform with a multi-brand, multi-channel model. The company operates in the Consumer Cyclicals sector, specifically within the Textiles & Apparel industry. Its brand portfolio includes Outdoor brands like The North Face and Timberland, Active brands like Vans and Kipling, and Work brands like Timberland PRO and Red Kap. VF Corp previously divested Dickies in November 2025 and Supreme in late 2024.

VF Corp has a significant global presence with sales and infrastructure in the Americas, EMEA, and Asia-Pacific, with the Americas being its largest region. The company's global headquarters is in Denver, Colorado, with regional headquarters in Stabio, Switzerland, and offices in Hong Kong. VF Corp's products are sold in over 125 countries through various channels. The company sources from approximately 300 independent manufacturers across 30 countries, primarily in Asia.

VF Corp positions itself as a purpose-led lifestyle brand house with socially and environmentally responsible operations. In the 2022 Nature Benchmark, VF Corp performed above average, demonstrating strong performance in social inclusion and community impact. The class action lawsuit and the struggles of the Vans brand could negatively impact the company's reputation.

VF Corp's ownership is predominantly institutional, with no single controlling shareholder. Major institutional owners include Vanguard Group, BlackRock, Inc., Dodge & Cox, PNC Financial Services Group, Inc., State Street Global Advisors, M&G Plc, Northern Trust Corp, Fmr Llc (Fidelity), Price T Rowe Associates Inc, and Morgan Stanley. The Barbey family trusts collectively owned around 15% of VF Corporation as of February 2024.