Vietnam: Garment supplier sues VF Corp after alleged refusal to accept & pay for completed orders worth over $2 million
Elite Apparatech, a Vietnamese garment supplier, has filed a lawsuit against VF Corporation (parent company of The North Face) for allegedly refusing to accept and pay for over 200,000 completed apparel products valued at $2.23 million. VF Corp reportedly cited concerns about the cotton supply chain's potential links to Xinjiang, China, despite Elite Apparatech providing documentation disputing these links. Elite Apparatech claims VF's sourcing requirements changed mid-transaction and that VF later asserted trademark rights to prevent Elite from reselling the garments.
VF Corp's Iconic Vans Slip-On: Enduring Appeal in Casual Footwear Market Amid Evolving Consumer Tren
The Vans Slip-On continues to be a crucial product for VF Corporation, demonstrating steady demand in a volatile market due to its classic design and modern comfort innovations. It serves as a high-margin staple, stabilizing revenue streams for VF Corp and appealing to North American investors seeking resilient apparel brands. The Slip-On's strategic importance is highlighted by its sustained popularity, cultural cachet, and adaptability to evolving consumer trends, including sustainability.
V F Corp (VFC) director defers fees into 1,524 phantom stock units
V F Corp director Mark Samuel Hoplamazian acquired 1,524.390 phantom stock units by deferring director fees. These units, valued at $16.40 each, track the value of V F Corp common stock and will be settled in cash upon his retirement. Following this transaction, Hoplamazian holds a total of 29,225.0621 phantom stock units.
V F Corp (VFC) director defers fees into 1,905 phantom stock units
V F Corp director Matthew J. Shattock has increased his deferred compensation by acquiring 1,905.488 phantom stock units. These units, which track VF's share price and dividends, were credited at $16.40 per unit as part of his director fees and will be settled in cash upon his retirement. This transaction increased his total phantom stock holdings under the company's Directors Deferred Savings Plan to 41,402.862 units.
V F Corp (NYSE: VFC) director defers fees into phantom stock units
V F Corp director Richard Carucci increased his deferred compensation by acquiring 4,573.171 phantom stock units, which track V F Corp common stock on a 1-for-1 basis and are settled in cash upon his retirement. These units were obtained by deferring directors' fees at $16.40 per unit. Following this transaction, Carucci holds a total of 95,326.7499 phantom stock units, with the balance subject to change through deemed dividend reinvestment.
V.F. Corporation (NYSE:VFC) Receives Consensus Recommendation of "Hold" from Analysts
V.F. Corporation (NYSE:VFC) has received a consensus "Hold" recommendation from analysts, with an average 12-month price target of $18.16. The company recently exceeded quarterly earnings expectations, reporting $0.58 EPS against a $0.43 consensus, and revenue of $2.88 billion. Insider activity includes a director selling over 6,600 shares, while institutional investors hold a significant portion of the stock.
Vanguard (VFC) amendment: disaggregated reporting, 0 shares reported
The Vanguard Group filed an amendment for VF Corp (VFC) disclosing 0 shares beneficially owned and 0% of its common stock. This change is due to an internal realignment, effective January 12, 2026, which requires certain Vanguard subsidiaries to report holdings separately (disaggregated reporting) in reliance on SEC Release No. 34-39538. The filing clarifies reporting responsibilities rather than indicating a sale of VFC shares or a material impact on VF Corp's capital structure.
VF Corp.'s Vans brand shows early momentum, Jefferies notes lingering risks
VF Corp.'s Vans brand is showing early signs of stabilization, with improvements noted in US foot traffic, web traffic, and e-commerce growth, according to Jefferies analysts. While the North Face and Timberland brands also contribute to stability, macroeconomic uncertainty, supply chain costs, and tariffs pose lingering risks. Jefferies maintains a "Hold" rating with a $19 price target, emphasizing the need for sustained improvement at Vans and clearer visibility on margins and earnings growth.
Assessing VF Corp (VFC) Valuation After Recent Share Price Rebound
VF Corp (VFC) has seen a recent 5.1% share price gain, prompting a valuation review. The stock currently trades around $17.21, with a narrative fair value of $16.95 suggesting it's slightly overvalued, framing a debate on whether future improvements are already priced in. However, a discounted cash flow (DCF) model indicates a significantly higher intrinsic value of $23.51, implying the shares are trading at a discount based on future cash flows.
VF Corp stock gains momentum amid outdoor sector buzz and Q3 earnings beat as trading volume surges
VF Corp (VFC) shares rose 2.18% on the NYSE to $17.31 following strong Q3 2026 earnings, with EPS beating estimates by 28.89% and revenue up 4.73% to $2.88 billion. The company, known for brands like Vans and The North Face, is seen as a value play in consumer cyclicals despite risks from $5.75 billion in debt. Increased trading volume and analyst optimism suggest potential for recovery and margin expansion, targeting 10% by 2028.
Options Stampede Sends VF Stock Sliding Again
VF Corp (VFC) shares are experiencing unusual volatility as traders engage in bearish options bets, indicating growing concern about the stock's short-term future. A surge in demand for downside protection has increased at-the-money implied volatility, suggesting investors anticipate significant price movements. The heightened put/call ratio and substantial put option activity, particularly for specific strike prices in April and March, signal a cautious market sentiment for VFC ahead of its May 20th earnings report.
Wall Street Zen Upgrades V.F. (NYSE:VFC) to Buy
Wall Street Zen has upgraded V.F. (NYSE:VFC) from a "hold" to a "buy" rating, though the broader analyst consensus on MarketBeat remains a "Hold" with an average price target of $18.16. The company recently surpassed earnings expectations, reporting EPS of $0.58 against an anticipated $0.43 and revenues of $2.88 billion compared to an estimated $2.81 billion. Insider activity shows Director Juliana L. Chugg sold 6,678 shares, significantly reducing her stake, while institutional investors hold a substantial 86.84% of the company.
Is V.F (VFC) Signaling Deeper Structural Strains With Its Latest Investor Conference Update?
VF Corp recently presented at Citi’s 2026 Global Consumer & Retail Conference, highlighting ongoing operational headwinds such as shrinking revenue, pressured free cash flow margins, and declining return on invested capital. While recent earnings showed a return to profitability and modest sales growth, these improvements contrast with a longer trend of revenue decline and weaker ROIC. The article suggests investors consider whether recent positive results can translate into sustained progress, despite the risks of persistent demand weakness and rising discounting.
Assessing VF Corp (VFC) Valuation As Revenue And Returns Weaken Over Two Years
VF Corp (VFC) is approaching a conference presentation amidst recent share price declines and weakening revenue, cash flow, and return on invested capital trends. While some valuation models suggest a modest discount, others point to a richer price given its P/E ratio compared to industry averages. Investors are advised to conduct their own analysis, considering both potential upside and earnings risks.
Chris Goble named new North Face global brand president at VF - Bizwomen
Chris Goble has been appointed as the new global brand president of The North Face, succeeding Caroline Brown, who is stepping down. Goble previously served as global brand president of Dickies and later as VF's emerging brands president. This leadership change comes as VF Corp. continues to shuffle executives and The North Face remains one of its largest and most profitable brands.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has announced that Chris Goble will replace Caroline Brown as the global brand president of The North Face. Brown is stepping down at the end of the month to pursue another opportunity. Goble previously served as global brand president of Dickies and, most recently, as VF's emerging brands president.
V.F. (NYSE:VFC) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded V.F. (NYSE:VFC) from a "buy" to a "hold" rating, aligning with the stock's current consensus "Hold" rating and an average price target of $18.16. Despite beating quarterly earnings and revenue expectations, the company's net margin remained modest at 2.33%. An insider sold shares in February, and institutional investors own approximately 86.8% of the stock.
VF Corp (VFC): Should You Buy, Sell, or Keep After Q4 Results?
VF Corp stock has recently outperformed the S&P 500, but the article advises against investing due to concerns about weak constant currency revenue, a subpar free cash flow margin, and diminishing returns on new investments. The author suggests alternative investments, such as a leading digital advertising platform, emphasizing that VFC's current valuation reflects significant optimism despite underlying financial health issues.
VF Corp, Oxford Industries, Gray Television, Steven Madden, and Hyatt Hotels Stocks Trade Down, What You Need To Know
Several stocks, including VF Corp, Oxford Industries, Gray Television, Steven Madden, and Hyatt Hotels, experienced declines in the afternoon session. This downturn was attributed to a rise in oil prices to nearly $100 per barrel due to geopolitical tensions in Iran, sparking fears of prolonged conflict and global inflation. The market volatility led to drops in major indices, indicating investor concern over potential debilitating inflation.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has appointed Chris Goble as the new global brand president of The North Face, replacing Caroline Brown, who is stepping down to pursue another opportunity. Goble previously led the Dickies brand and, most recently, served as VF's emerging brands president. The North Face is a significant and profitable brand for VF, experiencing consistent growth.
VF Corp (VFC): Buy, Sell, or Hold Post Q4 Earnings?
Despite VF Corp (VFC) shares outperforming the S&P 500, StockStory analysts recommend caution due to declining constant currency revenue, mediocre free cash flow margins, and decreasing return on invested capital. The company's recent stock run has led to a valuation that prices in significant optimism, suggesting better investment opportunities elsewhere. StockStory identifies three key reasons for their underperform rating and suggests other growth stocks instead.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has appointed Chris Goble as the new global brand president of The North Face, replacing Caroline Brown, who is stepping down. Goble previously led VF's emerging brands and was global brand president for Dickies. This leadership change comes as The North Face continues to perform well, contrasting with other VF brands that have seen declines, and is part of a broader executive restructuring at VF Corp.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has announced that Chris Goble will take over as global brand president of The North Face, replacing Caroline Brown, who is stepping down. Goble previously led the Dickies brand and, most recently, served as VF's emerging brands president. The North Face has seen consistent growth, making it one of VF's most profitable brands.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has appointed Chris Goble as the new global brand president of The North Face, replacing Caroline Brown who is stepping down to pursue other opportunities. Goble previously led the Dickies brand and most recently served as VF's emerging brands president. This leadership change comes as The North Face continues to be one of VF's strongest performing brands, sustaining growth even as others experience declines.
VF Corp names new North Face president
VF Corporation has appointed Chris Goble as the new Global Brand President of The North Face, replacing Caroline Brown, effective March 31. This move, described as a pre-planned succession, aims to strengthen the brand's product and commercial capabilities. Goble's background in product development and merchandising is expected to drive the brand's continued growth, as The North Face remains a strong performer within VF Corp's portfolio, showing 8 percent revenue growth in the last fiscal quarter.
Chris Goble named new North Face global brand president at VF - Bizwomen
VF Corp. has appointed Chris Goble as the new global brand president of The North Face, replacing Caroline Brown. Brown is stepping down at the end of the month after serving since June 2024, contributing to a "foundation" for the brand's new strategy. Goble, who previously led Dickies and then VF's emerging brands, is expected to drive the Denver-based outdoor apparel brand's continued growth with his product, merchandising, and commercial experience.
The North Face brand president departs on planned transition
Caroline Brown has departed from her role as president of The North Face, effective Tuesday, as part of a planned transition. Chris Goble, previously VF Corp.’s president of emerging brands, has been named her successor. This change follows VF Corp.'s recent report of a 1% revenue growth to $2.875 billion for the third quarter, with The North Face sales increasing by 5% at constant exchange rates.
VF Corp. taps former Dickies president to lead The North Face
Chris Goble, former Dickies president, has been appointed as the new global brand president for The North Face, part of VF Corp. This leadership change comes as The North Face continues to experience growth while other VF brands, such as Vans, face decline. The appointment aims to further strengthen The North Face's market position.
EXEC: VF Corp. Shuffles Leadership at TNF; Caroline Brown to Depart and Chris Goble Steps Up
VF Corporation announced a leadership change at The North Face, with President Caroline Brown stepping down as part of a planned transition and Chris Goble named as her successor. VF CEO Bracken Darrell praised Brown for her contributions in "getting The North Face going again" during a challenging period and expressed confidence in Goble's commercial and merchandising expertise to further simplify and grow the brand. The announcement also touched upon the performance of other VF brands like Vans, which is showing "green shoots" in the U.S. digital channel, and Timberland, which is experiencing strong momentum and plans to expand beyond its iconic yellow boot.
Updated: North Face President Caroline Brown to Exit
Caroline Brown, President of The North Face, is stepping down and will be replaced by Chris Goble, former Global Brand President of Dickies. VF Corp. CEO Bracken Darrell stated this leadership change has been planned for some time, with Brown successfully turning around TNF's morale and performance. Goble brings commercial and merchandising expertise, which Darrell believes will further simplify and elevate The North Face brand.
IBD rating upgrades: VF Corp shows improved technical strength
VF Corp has seen an upgrade in its IBD rating, indicating improved technical strength in its stock performance. This upgrade suggests a positive shift in market sentiment and potential for future growth for the company.
VF Corporation Shares Signal Potential Market Reversal
VF Corporation is demonstrating renewed strength through operational improvements and a significant technical breakout, even as the broader retail sector faces challenges. The company surpassed analyst estimates for revenue and EPS, providing fundamental support, and its stock price climbed above its 200-day moving average. Upcoming financial reports will be crucial to confirm a sustained recovery and lasting profitability in a volatile retail landscape.
Stocks With Rising Relative Strength: VF Corp
VF Corp (VFC) recently saw its Relative Strength (RS) Rating improve from 69 to 72, according to Investor's Business Daily. This proprietary rating system, ranging from 1 to 99, assesses a stock's price performance compared to all other stocks. An increase in the RS Rating indicates an improving technical performance for the company's stock.
Meet The North Face Materials Team
VF Corporation introduces the "Meet the Makers" series, highlighting the teams behind its products. The inaugural episode focuses on The North Face Materials team, showcasing how they develop innovative materials for performance, feel, and durability, impacting product quality, cost, and sustainability. The article features their work on the Flora Alpina project as an example of their collaborative success.
IBD Rating Upgrades: VF Corp Shows Improved Technical Strength
VF Corp (VFC) has received an upgrade to its Relative Strength (RS) Rating from 70 to 74, indicating improving technical strength and market leadership. This proprietary rating from Investor's Business Daily assesses a stock's price performance with a score from 1 to 99, highlighting stocks that are outperforming the broader market.
V.F. Corporation $VFC Stock Position Increased by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC significantly increased its stake in V.F. Corporation (NYSE:VFC) by 43.4%, now owning 4,938,084 shares valued at $71.3 million, making it their 8th largest holding. V.F. recently exceeded quarterly earnings and revenue expectations and declared a quarterly dividend of $0.09. Analysts currently rate the stock as a "Hold" with an average price target of $18.16, while institutional investors hold approximately 86.84% of the company's stock.
VF Corporation Announces Participation at Citi’s 2026 Global Consumer & Retail Conference
VF Corporation announced its management will participate in a fireside chat at Citi’s 2026 Global Consumer & Retail Conference on Tuesday, March 10, 2026, at 9:30 a.m. ET. The event will be broadcast live online, with an archived version and transcript available afterward. VF Corporation is known for its portfolio of outdoor and active brands like The North Face, Vans, and Timberland.
VF Corporation’s Citi conference chat goes live online March 10
VF Corporation announced its management will participate in a fireside chat at Citi’s 2026 Global Consumer & Retail Conference on Tuesday, March 10, 2026, at 9:30 a.m. ET. The event will be broadcast live online at ir.vfc.com, with an archived version and transcript available afterward. VF Corporation owns brands like The North Face, Vans, and Timberland, focusing on innovative products and sustainable value.
VF Corp Stock After the Dividend Cut: Value Trap or Turnaround Play for 2026?
VF Corp, owner of brands like Vans and The North Face, is undergoing a restructuring after cutting its dividend and facing challenges with Vans' performance and high debt. The article explores whether the stock represents a value trap or a turnaround opportunity, emphasizing the importance of Vans' revival and debt reduction efforts. Analysts maintain a cautious stance, viewing VFC as a high-risk operational recovery story tied to discretionary spending and interest rates, suitable for a high-risk portfolio segment.
A Look At V.F Corp (VFC) Valuation After J.P. Morgan Downgrade And Vans Brand Concerns
J.P. Morgan recently downgraded V.F. Corp (VFC) due to concerns about its Vans brand performance and the company's ability to achieve operating margin goals. Despite recent positive share price momentum, the company's valuation is seen as mixed, with a narrative fair value suggesting it's overvalued at $19.42, while a DCF model indicates it might be undervalued at $24.10. The article highlights the ongoing debate on VFC's future performance, considering both the challenges facing Vans and the potential of other brands.
Trump Tariffs Test VF Corp Tariff Resilience And Turnaround Progress
The Trump administration's new 15% global tariff package poses a significant challenge for VF Corp (NYSE:VFC), an apparel company with extensive international supply chains. These tariffs introduce new regulatory and cost uncertainties, impacting input costs, sourcing choices, and shipment timing. Investors will need to closely watch how VF Corp adjusts its supply routes, pricing, and supplier mix to mitigate the financial implications, especially given its existing turnaround efforts and financial health concerns.
Trump Tariffs Test VF Corp Tariff Resilience And Turnaround Progress
The Trump administration's new 15% global tariff package poses a significant challenge for VF Corp (NYSE:VFC), an apparel company heavily reliant on international supply chains. This tariff adds new regulatory and cost uncertainties on top of the company's ongoing turnaround efforts, particularly impacting brands like The North Face and Vans. Investors will be watching how VF Corp adjusts its sourcing, pricing, and capital allocation to mitigate the impact on its margins and debt position.
Caleres, VF Corp, Funko, ThredUp, and Stitch Fix Stocks Trade Down, What You Need To Know
Several consumer discretionary stocks, including Caleres, VF Corp, Funko, ThredUp, and Stitch Fix, experienced a downturn in morning trading. This decline followed the Trump administration's announcement of new 15% global tariffs, reinstituting trade policy uncertainty after a previous Supreme Court ruling had temporarily sent markets higher by striking down earlier tariffs. The new tariffs, imposed using the Trade Act of 1974, raise concerns for companies reliant on international supply chains and have led investors to re-evaluate potential impacts on corporate earnings and broader economic activity.
EXEC: VF Corp. Downgraded by JP Morgan on Slow Vans’ Recovery
J.P. Morgan downgraded VF Corp. from "Neutral" to "Underweight" due to a slower-than-anticipated recovery for Vans and decelerating growth at The North Face internationally and Timberland generally. Analyst Matthew Boss cited ongoing traffic declines at Vans stores, despite some product and marketing "green shoots," and noted that Timberland's expansion is expected to slow. While The North Face's American sales are projected to grow, international momentum has waned, leading Boss to also lower VF's price target and EPS estimates, expecting margins to fall short of corporate goals.
Caleres, VF Corp, Funko, ThredUp, and Stitch Fix Stocks Trade Down, What You Need To Know
Stocks including Caleres, VF Corp, Funko, ThredUp, and Stitch Fix experienced significant drops after the Trump administration announced new global tariffs using the Trade Act of 1974. This move reignited trade policy uncertainty, despite a recent Supreme Court ruling that limited the use of IEEPA for such duties. The rapid imposition of these tariffs creates concerns for companies with international supply chains, leading to investor apprehension about corporate earnings and economic activity.
JPM downgrades Vans parent VF Corp as margin recovery likely to take longer
JPMorgan downgraded V.F. Corporation (VFC), parent company of Vans, to Underweight and reduced its price target to $18, citing concerns about slower revenue growth and a prolonged margin recovery. The firm anticipates continued pressure at Vans, expecting a 4.5% revenue decline in fiscal 2027, and projects lower earnings and operating margins than management's targets. JPMorgan also noted moderating growth for Timberland and weaker trends for The North Face in Europe and Asia-Pacific.
This VF Analyst Turns Bearish; Here Are Top 4 Downgrades For Monday
Top Wall Street analysts have issued downgrades for four companies: Vertical Aerospace Ltd (EVTL), Mister Car Wash Inc (MCW), VF Corp (VFC), and Superior Plus (SPB). Raymond James turned bearish on Vertical Aerospace, while JP Morgan downgraded Mister Car Wash and VF Corp. Scotiabank also downgraded Superior Plus, adjusting its price target.
Vans co-founder Paul Van Doren dies at age 90, company announces
Paul Van Doren, co-founder of the iconic sneaker and clothing company Vans, has died at the age of 90. Van Doren, along with his brother Jim and two partners, opened the first Van Doren Rubber Co. store in Anaheim in 1966. Vans became a significant part of Southern California's skateboard culture and gained wider popularity after Sean Penn wore them in "Fast Times at Ridgemont High."
Undisclosed Ads, Lack of Digital Asset Protections Plague Roblox, Per Watchdog
Truth in Advertising (TINA) has filed a complaint with the FTC against Roblox, alleging that the metaverse platform allows companies to manipulate millions of consumers, including children, through undisclosed advertisements. TINA claims that Roblox fails to ensure compliance with truth in advertising laws by permitting marketers to use branded worlds, sponsored content, and avatar influencers without clear disclosures. Furthermore, TINA highlights Roblox's failure to protect users' digital assets, which are not secured by blockchain technology, leading to losses when accounts are compromised.
Vans opens new Milanese address at Orefici11 concept store
Vans has opened a new 300 m2 monobrand store on three levels within the Orefici11 concept store in Milan, operated by its parent company VF Corp. This marks Vans' 36th store in Italy and fifth in Milan, designed to be a key destination for fans. The new location features interactive zones, a dedicated skateboarding area, and personalized walls by Milanese visual artists.
