VF Corporation is a global leader in the design, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and accessories. The company connects people to lifestyles, activities, and experiences through a diverse portfolio of iconic outdoor, active, and workwear brands. VF Corporation sells products such as outerwear, footwear, apparel, backpacks, luggage, and accessories.
- Outdoor - Offers a range of products including outerwear, footwear, and accessories, featuring brands like The North Face® and Timberland®.
- Active - Focuses on active lifestyle products, primarily through the Vans® brand, offering footwear and apparel.
- Work - Provides durable workwear and accessories, with key brands such as Dickies®.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Bracken Darrell [May 23 ExecutiveBoard | President and Chief Executive Officer | Director at Sonos, Inc. | Bracken Darrell has been serving as President and Chief Executive Officer of VF Corporation since July 17, 2023. He is also a Director on the VF Corporation Board and an ex officio member of the Finance Committee since August 1, 2023. | View Report → |
Richard T. Carucci [June 11 ExecutiveBoard | Chair of the VF Board | Chair of VF Corporation since June 2023 , and has served as a Director since 2009. Previously, he held senior roles at Yum! Brands, Inc including CFO (2005–2012) and President (2012–2014). | ||
Brent E. Hyder [May 23 Executive | Executive Vice President, Chief People Officer | Brent E. Hyder is the Executive Vice President, Chief People Officer at VF Corporation since September 2023, playing a key role in the company’s transformation initiatives. Previously, he served as President and Chief People Officer at Salesforce from September 2019 to September 2023. | ||
Bryan H. McNeill [May 23 Executive | Vice President, Controller, and Chief Accounting Officer | Bryan H. McNeill is Vice President, Controller, and Chief Accounting Officer at VF Corporation since April 2015, and has been with VF since 1993. He previously served as Controller and Supply Chain CFO of VF International (January 2012 – March 2015) and as Controller of VF International (May 2010 – December 2011). | ||
Jennifer S. Sim [May 23 Executive | Executive Vice President, General Counsel, and Secretary | Jennifer S. Sim has been serving as Executive Vice President, General Counsel, and Secretary at VF Corporation since May 2022. Previously, she served as Vice President, Deputy General Counsel from 2019 until May 2022, Vice President, General Counsel – Americas West from 2016 until 2019, and Vice President, General Counsel – Outdoor & Action Sports Americas from 2013 until 2016 at VF Corporation. | ||
Martino Scabbia Guerrini [May 23 Executive | Executive Vice President, Chief Commercial Officer and President, Emerging Brands | Martino Scabbia Guerrini is the Executive Vice President, Chief Commercial Officer and President, Emerging Brands at VF Corporation, a role he assumed on October 16, 2023. Previously, he held several senior leadership positions at VF Corporation, including Executive Vice President and President in various regions. | ||
Alexander K. Cho [June 11 Board | Director | President of Personal Systems at HP Inc. | Alexander K. Cho has been serving as a Director at VF Corporation since 2022. He is a member of the Audit Committee and Governance and Corporate Responsibility Committee , and he also holds the role of President of Personal Systems at HP Inc. since 2018. | |
Carol L. Roberts [June 11 Board | Director | Director at Alcoa Corporation | Carol L. Roberts has served as a Director at VF Corporation since 2017 and holds key committee positions, including membership on the Audit and Executive Committees and chairing the Finance Committee. Prior to VF Corporation, she was the CFO at International Paper Company from 2011 to 2017 and held other senior leadership roles. | |
Clarence Otis Board | Director | Director at The Travelers Companies, Inc.; Director at Verizon Communications, Inc. | Clarence Otis, Jr. has served as a Director at VF Corporation since 2004 and participates in the Audit, Executive, Finance, and Governance & Corporate Responsibility Committees. Previously, he held executive roles including CEO of Darden Restaurants, Inc.. | |
Juliana L. Chugg [June 11 Board | Director on VF Corporation's Board of Directors | Director at Darden Restaurants, Inc. since 2022 ; Director at MasterBrand, Inc. since 2022 | Juliana L. Chugg has served as a Director on VF Corporation's Board since 2009 and chairs the Talent and Compensation Committee. She brings extensive leadership experience from prior roles at companies such as Mattel and General Mills. | |
Kirk C. Tanner [June 11 Board | Independent Director | President and CEO of The Wendy’s Company | Kirk C. Tanner serves as an Independent Director on VF Corporation's Board since May 30, 2024. He is a member of the Audit Committee and the Governance and Corporate Responsibility Committee at VF Corporation. | |
Laura W. Lang [June 11 Board | Director | Managing Director at Narragansett Ventures, LLC (2014–Present); Senior Advisor at L Catterton (2018–Present); Board Director at Oscar Health, Inc. (2022–Present); Board Director at Vroom, Inc. (2020–Present) | Laura W. Lang has served as a Director at VF Corporation since 2011. She contributes to VF’s governance as an active board member on the Finance Committee and Talent and Compensation Committee. She also holds significant external leadership positions, including Managing Director at Narragansett Ventures, LLC (2014–Present) and Senior Advisor at L Catterton (2018–Present). | |
Mark S. Hoplamazian [June 11 Board | Director | President and Chief Executive Officer of Hyatt Hotels Corporation | Mark S. Hoplamazian has been a Director at VF Corporation since 2015 and serves on the Finance and Talent and Compensation Committees. He is also the President and Chief Executive Officer of Hyatt Hotels Corporation since 2006. | |
Matthew J. Shattock [June 11 Board | Director | Non-Executive Chair, Domino's Pizza Group, PLC ; Lead Independent Director, The Clorox Company | Matthew J. Shattock has served as a Director at VF Corporation since 2013 and will chair the Governance and Corporate Responsibility Committee starting July 1, 2024. He brings extensive leadership experience from roles at Beam Suntory, Cadbury, and Unilever. | |
Mindy F. Grossman [June 11 Board | Director | Partner at The Consello Group ; Board Director at Hungryroot ; Board Director at Fanatics, Inc. ; Board Director at Herself Health ; Board Director at American Heart Association | Mindy F. Grossman was elected as a director at VF Corporation on May 30, 2024 and serves on the Talent and Compensation Committee and the Governance and Corporate Responsibility Committee. She brings over two decades of leadership experience from roles such as Partner at The Consello Group (2022 – Present) and CEO at WW International, HSNi, and IAC Retail. | |
Trevor A. Edwards [June 11 Board | Director | Director, Funko, Inc. | Trevor A. Edwards is an experienced leader specializing in marketing and brand management with previous tenures at Nike and Colgate-Palmolive. He has been serving as a Director at VF Corporation since October 22, 2023. |
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Regarding the ongoing turnaround efforts for the Vans brand, could you elaborate on the specific strategies you are implementing to address the 31% decline in Vans sales in the Asia-Pacific region , and when do you anticipate these initiatives will begin to show measurable results?
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With the outsized wholesale performance in Q3 partly due to reorders and orders pulled forward into Q3 from Q4 , how do you plan to mitigate the potential impact of a deceleration in Q4, and what measures are you taking to ensure sustainable growth without relying on such timing shifts?
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Given that you anticipate the first half of fiscal 2026 could look similar to the back half of fiscal 2025 , what are the key challenges preventing stronger growth in the near term, and how confident are you in achieving your medium-term operating margin target of at least 10% without significant top-line growth?
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While you've achieved cost savings through the Reinvent program, with SG&A dollars expected to be up slightly in Q4 due to increased investment in marketing and product , how are you balancing cost discipline with the need for investment to drive growth, and what risks do you see to margins if growth does not materialize as expected?
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With inventories down 14% versus last year and the need to ensure you have sufficient product to meet demand, especially for brands like The North Face and Timberland that are performing well, do you have adequate inventory levels to capitalize on potential sales opportunities, and how are you managing inventory risk without compromising growth?
Research analysts who have asked questions during V F earnings calls.
Adrienne Yih-Tennant
Barclays
6 questions for VFC
Matthew Boss
JPMorgan Chase & Co.
6 questions for VFC
Michael Binetti
Evercore ISI
6 questions for VFC
Brooke Roach
Goldman Sachs Group, Inc.
5 questions for VFC
Jay Sole
UBS
5 questions for VFC
Laurent Vasilescu
BNP Paribas S.A.
4 questions for VFC
Janine Stichter
BTIG
3 questions for VFC
Jonathan Komp
Robert W. Baird & Co.
3 questions for VFC
Lorraine Hutchinson
Bank of America
3 questions for VFC
Anna Andreeva
Piper Sandler
2 questions for VFC
Dana Telsey
Telsey Advisory Group
2 questions for VFC
Ike Boruchow
Wells Fargo
2 questions for VFC
Irwin Boruchow
Wells Fargo Securities
2 questions for VFC
Jim Duffy
Stifel Financial Corp.
2 questions for VFC
Robert Drbul
Guggenheim Securities
2 questions for VFC
Simeon Siegel
BMO Capital Markets
2 questions for VFC
Tom Nikic
Wedbush Securities
2 questions for VFC
Brooke Siler Roach
Goldman Sachs Group Inc.
1 question for VFC
John Kernan
Cowen Inc.
1 question for VFC
Paul Lewis
Citigroup
1 question for VFC
Peter McGoldrick
Stifel
1 question for VFC
Tracy Kogan
Citigroup
1 question for VFC
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Largest Customer | Purchase order basis (no long-term agreements) | All | 2% of total revenues in FY2024, approximately $209.1 million (2% × $10,454.7 million) |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Supreme Holdings, Inc. | 2020 | VF Corporation completed the acquisition by paying a base purchase price of $2.1 billion (with up to an additional $300 million contingent on milestones) via a merger that made Supreme a wholly owned subsidiary. The deal aligns with VF’s consumer-minded, retail-centric strategy, leveraging Supreme’s established brand and leadership to tap into a $1 billion global opportunity through international and DTC expansion. |
Recent press releases and 8-K filings for VFC.
- Levi & Korsinsky, LLP has initiated a class action securities lawsuit against V.F. Corporation (NYSE: VFC), alleging materially false and misleading statements regarding the company's turnaround plans and the Vans brand's growth trajectory.
- The lawsuit covers the period between October 30, 2023, and May 20, 2025, and claims that VFC's stock price declined by approximately 15.8% on May 21, 2025, following the announcement of a 20% loss in Vans' growth for Q4 FY2025.
- Investors have until November 12, 2025, to request appointment as lead plaintiff in the lawsuit.
- A securities fraud lawsuit against V.F. Corporation (VFC) has an expanded class period from October 27, 2022, to May 20, 2025.
- Investors who suffered losses are urged to contact the Law Offices of Howard G. Smith, with a deadline to file a lead plaintiff motion by November 12, 2025.
- The lawsuit alleges that VFC made materially false or misleading statements and failed to disclose adverse facts, particularly concerning the Vans brand's growth trajectory.
- This follows VFC's May 21, 2025, announcement of Q4 and FY 2025 results, which revealed a 20% loss for the Vans brand in Q4, causing VFC's stock price to fall 15.8% to $12.15 per share.
- Faruqi & Faruqi, LLP is investigating V.F. Corporation (VFC) for potential federal securities law violations, alleging the company made false or misleading statements regarding its turnaround plans and the growth trajectory of its Vans brand.
- The investigation follows VFC's report on May 21, 2025, of its fourth quarter and full-year fiscal 2025 results, which highlighted a significant decline in Vans' growth trajectory, falling to a 20% loss in the fourth quarter.
- Following these results, VFC's common stock price declined by approximately 15.8% on May 21, 2025, from $14.43 to $12.15 per share.
- Investors who suffered losses exceeding $10,000 in VFC between October 30, 2023, and May 20, 2025, are encouraged to contact the firm, with a deadline to seek the role of lead plaintiff by November 12, 2025.
- Faruqi & Faruqi, LLP is investigating V.F. Corporation (VFC) for alleged federal securities law violations, with a lead plaintiff deadline of November 12, 2025.
- The investigation focuses on investors who incurred losses exceeding $50,000 between October 30, 2023, and May 20, 2025.
- The complaint alleges VFC failed to disclose the true state of its turnaround plans for the Vans brand, which required significant reset actions and resulted in revenue growth setbacks.
- This alleged misrepresentation became apparent on May 21, 2025, when VFC reported a 20% loss in Vans' growth trajectory for Q4 fiscal 2025, leading to a 15.8% stock price decline to $12.15 per share.
- Faruqi & Faruqi, LLP is investigating V.F. Corporation (VFC) for alleged federal securities law violations concerning misleading statements about the Vans brand's turnaround plans.
- Investors who incurred losses over $50,000 between October 30, 2023, and May 20, 2025, are urged to contact the firm, with the deadline to seek lead plaintiff status set for November 12, 2025.
- The investigation stems from VFC's May 21, 2025, report, which revealed a 20% loss for the Vans brand in Q4 fiscal 2025, causing VFC's stock price to fall by approximately 15.8% on that day.
- Faruqi & Faruqi, LLP is investigating V.F. Corporation (VFC) for alleged federal securities law violations concerning misleading statements about its turnaround plans and the growth trajectory of its Vans brand.
- The investigation follows VFC's May 21, 2025, report of Q4 and full-year fiscal 2025 results, which revealed a 20% decline in Vans' growth for Q4, leading to a 15.8% drop in VFC's stock price on that day.
- Investors who purchased VFC securities between October 30, 2023, and May 20, 2025, are encouraged to contact the firm, with a lead plaintiff deadline of November 12, 2025.
- Levi & Korsinsky, LLP has notified investors of a class action securities lawsuit against V.F. Corporation (VFC).
- The lawsuit seeks to recover losses for investors adversely affected by alleged securities fraud between October 30, 2023, and May 20, 2025.
- Allegations include that VFC disseminated materially false and misleading statements and/or concealed adverse facts regarding the true state of its turnaround plans, particularly concerning the Vans brand's growth trajectory.
- The truth reportedly emerged on May 21, 2025, when VFC reported its Q4 and FY 2025 results, highlighting a significant decline in Vans' growth trajectory, which faltered from an 8% loss the prior quarter to a 20% loss in the fourth quarter.
- Following this news, VFC's stock price declined dramatically by about 15.8% on May 21, 2025, falling from $14.43 to $12.15 per share. Investors have until November 12, 2025, to request to be appointed as lead plaintiff.
- VF Corporation reported Q2 2026 revenue of $2.8 billion, up 2% (or (1%) in constant dollars) year-over-year, exceeding guidance, with adjusted operating income reaching $330 million.
- The company is selling its Dickies brand to Bluestar Alliance LLC for $600 million, with the transaction expected to close in Q3 2026, and proceeds will be used to pay down debt.
- Net debt decreased by $1.5 billion, or 21%, compared to the prior year.
- Brand performance in Q2 2026 was led by The North Face (+6% vs. LY) and Timberland (+7% vs. LY), while Vans revenue was down (9%) vs. LY.
- For Q3 2026, VF expects revenue to decline (3%) to (1%) in constant dollars year-over-year, with adjusted operating income projected between $275 million and $305 million.
- VF Corporation reported Q2 2026 revenue up 2% on a reported basis and down 1% in constant dollars, with operating income of $330 million, exceeding its guidance range of $260 million to $290 million.
- The company announced the sale of its Dickies brand for $600 million, with the proceeds intended to pay down debt and accelerate progress towards a medium-term leverage target of 2.5x or below by fiscal 2028.
- Brand performance in Q2 2026 included The North Face revenue up 4%, Timberland revenue up 4%, and Altra revenue up over 35%, while Vans revenue was down 11%.
- For Q3 2026, the company expects revenue (excluding Dickies) to be down 1% to 3% on a constant dollar basis and operating income to be in the range of $275 million to $305 million.
- VFC reported Q2 2026 revenue up 2% on a reported basis and down 1% in constant dollars, with operating income reaching $330 million, exceeding its guidance range of $260 million - $290 million.
- The company announced plans to sell the Dickies brand for $600 million, with proceeds intended to pay down debt and accelerate progress towards a medium-term leverage target of 2.5x or below by fiscal 2028.
- Key brand performance in Q2 2026 included 4% revenue growth for The North Face and Timberland, over 35% growth for Altra, and an 11% decline for Vans.
- Net debt, excluding lease liabilities, was down $1.5 billion or 27% compared to the previous year.
- For Q3 2026, VFC anticipates revenue to be down 1% to 3% on a constant dollar basis (excluding Dickies) and operating income to be in the range of $275 million - $305 million.