Earnings summaries and quarterly performance for V F.
Executive leadership at V F.
Bracken Darrell
Detailed
President and Chief Executive Officer
CEO
AD
Abhishek Dalmia
Executive Vice President and Chief Operating Officer
JS
Jennifer Sim
Executive Vice President, Chief Legal Officer and Corporate Secretary
MP
Michael Phillips
Vice President, Chief Accounting Officer
PV
Paul Vogel
Executive Vice President and Chief Financial Officer
Board of directors at V F.
AC
Alexander Cho
Detailed
Director
CR
Carol Roberts
Detailed
Director
CO
Clarence Otis Jr.
Detailed
Director
JC
Juliana Chugg
Detailed
Director
KT
Kirk Tanner
Detailed
Director
LL
Laura Lang
Detailed
Director
MH
Mark Hoplamazian
Detailed
Director
MS
Matthew Shattock
Detailed
Director
MG
Mindy Grossman
Detailed
Director
RC
Richard Carucci
Detailed
Chair of the Board
TE
Trevor Edwards
Detailed
Director
Research analysts who have asked questions during V F earnings calls.
AY
Adrienne Yih-Tennant
Barclays
6 questions for VFC
Also covers: AEO, ANF, BBWI +18 more
MB
Matthew Boss
JPMorgan Chase & Co.
6 questions for VFC
Also covers: , AEO, ANF +38 more
MB
Michael Binetti
Evercore ISI
6 questions for VFC
Also covers: , AS, BIRK +16 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
5 questions for VFC
Also covers: , AS, BURL +23 more
JS
Jay Sole
UBS
5 questions for VFC
Also covers: , AEO, AS +27 more
LV
Laurent Vasilescu
BNP Paribas S.A.
4 questions for VFC
Also covers: AS, BIRK, CLAR +9 more
Janine Stichter
BTIG
3 questions for VFC
Also covers: AEO, ANF, BIRK +13 more
JK
Jonathan Komp
Robert W. Baird & Co.
3 questions for VFC
Also covers: AS, BOOT, COLM +11 more
Lorraine Hutchinson
Bank of America
3 questions for VFC
Also covers: AS, BBWI, BIRK +18 more
Anna Andreeva
Piper Sandler
2 questions for VFC
Also covers: AS, BIRK, CHWY +9 more
Dana Telsey
Telsey Advisory Group
2 questions for VFC
Also covers: , AEO, AKA +44 more
IB
Ike Boruchow
Wells Fargo
2 questions for VFC
Also covers: AS, BBWI, BURL +18 more
IB
Irwin Boruchow
Wells Fargo Securities
2 questions for VFC
Also covers: , BBWI, BURL +18 more
JD
Jim Duffy
Stifel Financial Corp.
2 questions for VFC
Also covers: BIRK, CLAR, COLM +9 more
RD
Robert Drbul
Guggenheim Securities
2 questions for VFC
Also covers: COLM, CPRI, CROX +13 more
Simeon Siegel
BMO Capital Markets
2 questions for VFC
Also covers: AEO, BBWI, BIRK +16 more
TN
Tom Nikic
Wedbush Securities
2 questions for VFC
Also covers: COLM, CROX, FL +5 more
BS
Brooke Siler Roach
Goldman Sachs Group Inc.
1 question for VFC
John Kernan
Cowen Inc.
1 question for VFC
Also covers: , AS, ASO +15 more
PL
Paul Lewis
Citigroup
1 question for VFC
PM
Peter McGoldrick
Stifel
1 question for VFC
Also covers: BIRK, CLAR, COLM +9 more
TK
Tracy Kogan
Citigroup
1 question for VFC
Also covers: COLM, JWN, KSS +5 more
Recent press releases and 8-K filings for VFC.
V.F. Corporation Discusses Turnaround Strategy and Brand Performance at ICR Conference
VFC
Management Change
Guidance Update
Revenue Acceleration/Inflection
- Bracken Darrell, CEO (joined mid-2023), and Paul Vogel, CFO (joined mid-2024), are leading a turnaround for V.F. Corporation, which includes significant leadership changes and a focus on building a multi-brand company with consistent processes.
- The company is on track to achieve a 10% operating margin exit velocity by fiscal 2028, a plan that requires modest revenue growth from the fiscal 2024 baseline. VFC is also confident in growing cash flow and operating income for the current fiscal year.
- VFC expects to be on a run rate to offset all tariffs within fiscal 2027, with approximately $60 million in tariffs mitigated during the current fiscal year.
- Brand-specific strategies include actions for Vans (though financial outcomes are "yet to show up" ), expanding Timberland's distribution from its current eight full-price U.S. stores , and growing Altra, which saw 37% growth last quarter.
2 days ago
VFC Management Discusses Turnaround Strategy and Financial Targets at ICR Conference 2026
VFC
Management Change
Guidance Update
New Projects/Investments
- CEO Bracken Darrell, who joined in mid-2023, and CFO Paul Vogel, who joined in mid-2024, are leading a turnaround strategy for VF Corp, which includes significant leadership changes and a focus on building a multi-brand company with best practices.
- The company is on track to achieve a 10% operating margin by the exit of fiscal 2028, requiring modest revenue growth from the fiscal 2024 baseline and continued efficiencies. VF Corp also expects to be on a run rate to offset all tariffs within fiscal 2027.
- Key brand strategies include improving Vans through new products and marketing for consistent growth , expanding The North Face into more year-round categories and elevating its presence in the underdeveloped U.S. market , and broadening Timberland beyond its "Yellow Boot" focus with expanded distribution. The Altra brand demonstrated strong growth of 37% last quarter.
- While the consumer is generally described as "stubbornly positive," recent weeks have shown a shift to more negative commentary from medium and lower-end consumers, particularly in the U.S.. The company is confident in growing cash flow and operating income, with the Dickies sale supporting debt repayment.
2 days ago
VF Corp. Outlines Turnaround Progress and Brand Strategies at ICR Conference
VFC
Management Change
Revenue Acceleration/Inflection
New Projects/Investments
- VF Corp.'s CEO Bracken Darrell (joined mid-2023) and CFO Paul Vogel (joined mid-2024) have made significant leadership changes and are executing a turnaround strategy to build a multi-brand company with best-in-class processes.
- The company is implementing brand-specific turnaround strategies for Vans, The North Face, and Timberland, focusing on product innovation, marketing, and distribution expansion, with a notable effort to expand Timberland's U.S. retail footprint from its current eight full-price stores.
- VF Corp. is on track to achieve a 10% operating margin by FY 2028, which requires modest revenue growth from the FY 2024 baseline. The company expects to be on a run rate to offset all tariffs within fiscal 2027, mitigating approximately $60 million in the current fiscal year, and is confident in free cash flow growth and debt reduction.
- The CEO describes the consumer environment as "stubbornly positive" but notes a recent shift with more negative commentary from medium and lower-end consumers, particularly in the U.S..
2 days ago
VF Corporation Completes Sale of Dickies Brand
VFC
M&A
- V.F. Corporation (VFC) completed the sale of its Dickies® brand to Bluestar Alliance LLC on November 12, 2025.
- The transaction was finalized for an aggregate base purchase price of $600 million in cash, subject to customary adjustments.
- Supplemental financial information was provided to offer investors insights into VF's historical quarterly and annual results for fiscal 2025 and the first and second quarters of fiscal 2026, adjusted to exclude the operating results of Dickies.
Nov 12, 2025, 9:11 PM
VF Corporation Completes Dickies® Sale
VFC
M&A
- VF Corporation has successfully completed the sale of its Dickies® brand.
- The brand was sold to Bluestar Alliance LLC.
- The aggregate base purchase price for the transaction was $600 million in cash, subject to customary adjustments.
Nov 12, 2025, 9:10 PM
V.F. Corporation faces class action lawsuit
VFC
Legal Proceedings
Demand Weakening
Profit Warning
- 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.
Nov 11, 2025, 1:45 PM
V.F. Corporation faces expanded securities fraud lawsuit
VFC
Legal Proceedings
Demand Weakening
Profit Warning
- 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.
Nov 10, 2025, 9:00 PM
Faruqi & Faruqi Investigates V.F. Corporation for Securities Law Violations
VFC
Legal Proceedings
Demand Weakening
Guidance Update
- 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.
Nov 4, 2025, 4:51 PM
V.F. Corporation Faces Securities Class Action Lawsuit
VFC
Legal Proceedings
Demand Weakening
Profit Warning
- 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.
Nov 3, 2025, 3:18 PM
Faruqi & Faruqi Investigates V.F. Corporation for Securities Violations
VFC
Legal Proceedings
Demand Weakening
- 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.
Nov 1, 2025, 1:06 PM
Quarterly earnings call transcripts for V F.
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