VF (VFC)
Runs The North Face, Vans, and Timberland as a Denver-based portfolio of outdoor and action-sports brands.
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Sells outdoor and action-sports apparel, footwear, and accessories through brands led by The North Face, Vans, and Timberland, moving product through wholesale retailers as well as its own stores and websites. Leadership installed in 2023 has pared the brand lineup, applied proceeds to debt reduction, and is working to reverse a prolonged decline at Vans.
Runs a portfolio of outdoor and action-sports lifestyle brands anchored by The North Face, Vans, and Timberland, alongside smaller footwear and apparel names such as Smartwool, Icebreaker, Altra, and JanSport, each keeping its own design and marketing under one Denver-run back-office.
An outside chief executive who joined in 2023 has led a turnaround that pared the roster built up over decades of acquisitions, selling streetwear label Supreme in 2024 and workwear brand Dickies in 2025, with proceeds funding continued paydown of acquisition-era debt.
Vans, a skate-rooted footwear and apparel brand still working through an extended sales decline, remains the variable most likely to shape near-term results even as the outdoor brands keep growing. Sales run through both wholesale partners and company-run stores and websites in roughly equal measure, now reported across two groupings, outdoor and active.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Deutsche Bank | Target | Target: $56 | Target: $14 |
| Sep 14, 2026 | Robert W. Baird | Target | Target: $25 | Target: $15 |
| Sep 14, 2026 | Baird | Downgrade | ||
| Jul 30, 2026 | UBS | Reiterate | Rating: —Target: $20 | Target: $16 |
| Jul 30, 2026 | Evercore ISI | Target | Target: $18 | Target: $16 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $670.1M · Total debt $4.95B · Total assets $9.46B · Shareholders' equity $1.76B
- Revenue
- $1.67B
- Operating income
- −$83.1M
- Net income
- −$97.2M
HistoryDividendAnnual yield
| Institutions | ≈ 101.42% | 398.72M shares | |
|---|---|---|---|
| 584 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.97% | 3.81M shares | |
| 18 holders · as of Aug 17, 2026 | |||
| Strategic holders | 6.56% | 25.78M shares | |
| 1 holder · as of Feb 11, 2026 | |||
| Adds to | 108.95% | ||
393.13M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.95%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
PNC Financial Services Group, Inc.Institution | 18.46% | 72.55M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.79% | 30.62M | as of Jun 30, 2026 |
M&G PLCInstitution | 6.57% | 25.83M | as of Jun 30, 2026 |
M&G Plc on behalf of certain subsidiariesStrategic | 6.56% | 25.78M | filed Feb 11, 2026 |
Dodge & CoxInstitution | 5.70% | 22.41M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Richard Carucci | director | +20,000 | $14.73 |
| Jul 31, 2026 | Bracken Darrell | director, officer: President & Chief Exec Officer | +32,894 | $14.98 |
| Jun 9, 2026 | Richard Carucci | director | +30,000 | $17.17 |
| Feb 10, 2026 | Juliana L. Chugg | director | −6,678 | $21.30 |
- Nike
Nike SB and Air Force 1/Dunk rival Vans in skate and lifestyle sneakers.
- Amer Sports
Arc'teryx rivals The North Face in premium outerwear; Salomon in footwear.
- Deckers Brands
HOKA rivals Altra in max-cushion running; UGG rivals Timberland boots.
- Columbia Sportswear
Columbia and Sorel directly rival The North Face and Timberland.
- On
On Cloud pulls casual sneaker share from Vans in the crossover segment.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| VF | $13.71 | +5.02% | $5.13B | 18.9 | 12.3 | 0.5 | −5.2% |
| Nike | $36.99 | +2.45% | $53.42B | 17.2 | 22.3 | 1.2 | −1.1% |
| Amer Sports | $28.06 | +2.22% | $15.87B | 28.9 | 19.6 | 2.1 | +32.1% |
| Deckers Brands | $82.57 | +2.92% | $10.93B | 11.4 | 10.8 | 2.0 | +5.7% |
| Columbia Sportswear | $58.51 | +3.13% | $2.90B | 14.7 | 15.2 | 0.9 | +1.5% |
| On | $30.98 | +13.38% | $9.11B | 18.8 | 16.3 | 2.3 | +11.6% |
| Median | 17.2 | 16.3 | 2.0 | +5.7% |