Stocklore

V.F. Corporation (VFC)

Consumer Goods · US stock

What changed in recent filings

  • Revenue -5% YoYQuarter ended Jun 27, 2026
  • Institutions — 1 new · 1 added · 2 reduced13F · as of end of 2026 Q2
  • Risk factors — 4 added · new: Disruptions of our supply chain, which is d… +310-K Mar 29, 2025 → Mar 28, 2026 · filed 5 months ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

V.F. Corporation recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 29, 2026
    Revenue -5.2% YoY
    Released before the open: Jul 28 close → Jul 29 close, the stock moved -17.4% · over the same window, market -1.5% · sector +0.3%
  • 26Q1Released May 20, 2026
    Revenue +1.0% YoY · EPS $-0.31
    Released before the open: May 19 close → May 20 close, the stock moved -3.2% · over the same window, market +1.0% · sector +0.3%
  • 25Q4Released Jan 28, 2026
    Revenue +1.5% YoY · EPS $0.76
    Released before the open: Jan 27 close → Jan 28 close, the stock moved -5.8% · over the same window, market +0.0% · sector -1.4%
  • 25Q3Released Oct 28, 2025
    Revenue +1.6% YoY · EPS $0.48
    Released before the open: Oct 27 close → Oct 28 close, the stock moved -12.2% · over the same window, market +0.3% · sector -1.4%

The next earnings release is estimated around Oct 27, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding V.F. Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 52019 Q2 · 82019 Q3 · 52019 Q4 · 52020 Q1 · 42020 Q2 · 62020 Q3 · 72020 Q4 · 82021 Q1 · 72021 Q2 · 52021 Q3 · 62021 Q4 · 62022 Q1 · 72022 Q2 · 42022 Q3 · 32022 Q4 · 42023 Q1 · 42023 Q2 · 22023 Q3 · 32023 Q4 · 22024 Q1 · 32024 Q2 · 32024 Q3 · 42024 Q4 · 32025 Q1 · 32025 Q2 · 32025 Q3 · 52025 Q4 · 52026 Q1 · 52026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold V.F. Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Tudor Investment Corp0.02% of portfolio · since 2022 Q3
  • Dodge & Cox0.20% of portfolio · since 2023 Q3
  • Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q3
  • Caisse de depot (Quebec)New this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

VF Corporation is a global apparel, footwear, and accessories company that develops, markets, and distributes branded lifestyle products for men, women, and children. The company’s portfolio is organized around outdoor, active, and workwear categories, serving consumers through a mix of wholesale channels, direct-to-consumer stores, and digital commerce. Its brand lineup includes well-known names such as The North Face, Vans, Timberland, JanSport, and Smartwool, which position VF Corporation across outdoor exploration, athletic-inspired style, and durable workwear. The company also offers backpacks, luggage, and other accessories, giving it a broad presence in everyday and performance-oriented markets. Headquartered in Denver, Colorado, VF Corporation plays a significant role in the global consumer apparel market through its multi-brand approach and wide distribution network.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

V.F. Corporation is classified under the Consumer Goods sector. See peers below.

V.F. Corporation key financials

Based on SEC filings · as of Jun 27, 2026

Tap a metric name to see its meaning in the glossary.

V.F. Corporation vs Consumer Goods sector benchmark

Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
0.2%vs benchmark 5.2%↓ below
Operating margin
-5.0%vs benchmark 17.4%↓ below
Net margin
2.9%vs benchmark 11.1%↓ below
ROE
13.8%vs benchmark 12.5%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

VFC revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-27 revenue was $1.7B, -5.2% YoY.

The largest segment is Outdoor, 56.2% of revenue — a concentrated structure.

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

VFC on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
See full VFC analysis →

Peers · Consumer Goods

VFC FAQ

What is V.F. Corporation (VFC)?

VF Corporation is a global apparel, footwear, and accessories company that develops, markets, and distributes branded lifestyle products for men, women, and children. The company’s portfolio is organized around outdoor, active, and workwear categories, serving consumers through a mix of wholesale channels, direct-to-consumer stores, and digital commerce. Its brand lineup includes well-known names such as The North Face, Vans, Timberland, JanSport, and Smartwool, which position VF Corporation across outdoor exploration, athletic-inspired style, and durable workwear. The company also offers backpacks, luggage, and other accessories, giving it a broad presence in everyday and performance-oriented markets. Headquartered in Denver, Colorado, VF Corporation plays a significant role in the global consumer apparel market through its multi-brand approach and wide distribution network.

What sector is V.F. Corporation in?

V.F. Corporation is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are V.F. Corporation's key financials?

As of Jun 27, 2026 in SEC filings: Revenue growth (YoY) 0.2%, Operating margin -5.0%, Net margin 2.9%, ROE 13.8%, Debt-to-equity 1.70x. Definitions and interpretation are available on Stocklore.

What are V.F. Corporation's main revenue segments?

The largest segment is Outdoor, about 56.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze V.F. Corporation (VFC) stock?

On Stocklore you can see VFC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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