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VF Corporation (VFC)

Consumer Discretionary · Diversified apparel and footwear

A global portfolio of iconic outdoor and active lifestyle brands (The North Face, Vans, Timberland) delivering performance apparel and footwear across wholesale and direct-to-consumer channels.

What VF Corporation does

V.F. Corporation is a diversified global apparel and footwear company operating a portfolio of leading outdoor and active lifestyle brands, primarily The North Face, Vans, and Timberland. The company distributes its products through multiple channels including wholesale partnerships (specialty stores, national chains, department stores) and direct-to-consumer operations (company-operated stores, e-commerce, brand websites), which represented 44% of fiscal 2026 revenues. VF serves consumers across the Americas (50% of revenues), Europe (35%), and Asia-Pacific (15%), and is executing a transformation strategy focused on balance sheet strengthening, margin expansion through AI-powered inventory planning and product mix optimization, and return to growth through enhanced consumer segmentation and product innovation.

Themes: ["outdoor and active lifestyle brands"]

Fundamentals

Dividend: yield +1.9%; 2-year non-decreasing per-share dividend streak (SEC XBRL).

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Key risks (from latest filing)

["Revenue decline of 8.47% YoY and ongoing transformation execution challenges amid competitive apparel market pressures"]

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Competitors & peers

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Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-09.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.