Highest-materiality recent filing
Q4 FY26 revenue ex Dickies +3% C$ (guidance: flat to +2%); adjusted OI ex Dickies $54M (guidance $10M-$30M).
VF beats Q3 guidance; revenue +4% ex Dickies, adj OI $341M vs $275-305M guide
Adjusted EPS $0.58 (GAAP $0.76); adj OI $341M, above guidance of $275-305M.
VF closes sale of Dickies to Bluestar Alliance for $600M cash
Transaction closed Nov 12, 2025; aggregate base purchase price $600M in cash, subject to customary adjustments.
VF Corp Q2 FY2026 revenue $2.8B, +2% vs LY; beats guidance; announces Dickies sale for $600M
Revenue $2.8B, +2% vs LY or -1% constant currency; above guidance of (4%) to (2%) constant currency.
VF beats Q1 adjusted operating loss guidance; revenue flat YoY; dividend declared at $0.09
Q1 revenue flat at $1.8B (down 2% constant currency); adjusted operating loss of ($56M) vs guidance of ($125M)-($110M).
VF Q4 FY2025: revenue down 5%, adj. operating income $22M beats guidance, net debt down $1.8B
Q4 revenue $2.1B, -5% YoY (-3% C$); The North Face +4% C$, Vans -20% C$.
V.F. Corp appoints Abhishek Dalmia as EVP & COO effective April 3, 2025
Dalmia, formerly EVP Chief Strategy/Transformation/Digital Officer, adds oversight of corporate strategy, transformation, digital tech, and supply chain.
V.F. Corp Q3 revenue up 2% to $2.8B, adj EPS $0.62 vs $0.45, raises FY FCF guidance to $440M
Revenue $2.8B (+2% constant currency); adjusted operating margin 11.4% vs 7.8% LY.
VF Corp sets FY2028 targets: adj. op. margin >=10%, gross margin >=55%, net leverage <=2.5x
Medium-term (FY2028) targets: adj. operating margin ≥10%, adj. gross margin ≥55%, adj. SG&A ≤45% of revenue.
VF Corp Q2 revenue down 6% to $2.8B; Vans decline slows to 11%
Revenue $2.8B, down 6% YoY; sequential improvement from Q1 down 10%.
VF Corp completes Supreme sale to EssilorLuxottica for $1.5B; expects ~$1.475B net proceeds
Sold Supreme to EssilorLuxottica for $1.5B on October 1, 2024; net cash proceeds estimated at $1.475B.
VF Corp completes sale of Supreme® brand to EssilorLuxottica for $1.5B
Sale of Supreme® to EssilorLuxottica for base purchase price of $1.5B in cash, subject to customary adjustments.
VF reports Q1 revenue down 9% to $1.9B; adj EPS loss $(0.33) vs $(0.15) prior year
GAAP loss per share $(0.67) vs $(0.15); adjusted loss per share $(0.33) vs $(0.15).
VF Corp: Supreme sale dilutive to FY2025 EPS; Supreme had $538M rev, $116M op income in FY2024
Sale of Supreme expected to dilute VF's EPS in fiscal 2025.
VF Corp sells Supreme brand to EssilorLuxottica for $1.5B cash
Total purchase price $1.5B in cash; expected close by end of calendar year 2024.
VF Corp Q4 revenue down 13%, EPS $(1.08); Vans sales plunge 26%
Q4 revenue $2.4B (-13%), reported EPS $(1.08), adjusted EPS $(0.32) vs $0.17 prior year.
VF Corp appoints Paul Vogel as CFO effective July 8, 2024
Paul Vogel named EVP and CFO, succeeding Matt Puckett effective July 8, 2024.
VF Corp appoints apparel veteran Caroline Brown to board, plans second director with Engaged Capital
Caroline Brown appointed to VF Board effective Feb 14, 2024; board size increased to 13.
VF Corp Q3 FY2024 revenue down 16% to $3.0B; adjusted EPS $0.57 vs $1.12; launches portfolio review
Revenue $3.0B, down 16% YoY; loss per share $(0.11) vs EPS $1.31; adjusted EPS $0.57 vs $1.12.
V.F. Corp CFO Matthew Puckett to depart; will assist with successor search
CFO Matthew Puckett and V.F. Corp mutually agree on his departure; effective date to be determined.
VF Corp reports 35.5M consumer personal data stolen in Dec 2023 cyber incident
Threat actor ejected Dec 15, 2023; retail stores, e-commerce, distribution centers operating with minimal issues.
VF Corp discloses cyberattack with data theft; operations disrupted
Threat actor encrypted IT systems and stole personal data; investigation ongoing with external experts.
Revenue $3.0B, down 2% (down 4% constant currency); The North Face up 19%, Vans down 21%.
VF Corp loses appeal on Timberland tax dispute; to take up to $730M non-cash charge in Q2 FY2024
U.S. Court of Appeals upheld Tax Court ruling against VF on timing of income from 2011 Timberland acquisition.
VF Corp Q1 FY24: revenue -8% to $2.1B, adj. LPS $(0.15); reaffirms FY EPS $2.05-$2.25
Revenue $2.09B, down 8% YoY; adjusted loss per share $(0.15) vs. adj. EPS $0.09 last year.
VF Corp names ex-Logitech CEO Bracken Darrell as President and CEO
Bracken Darrell appointed President & CEO effective July 17, 2023, replacing interim CEO Benno Dorer.
VFC Q4 rev $2.7B (-3%), GAAP loss $0.55/sh; Vans -14%, North Face +12%
Q4 GAAP EPS $(0.55) vs $0.21 YoY; adjusted EPS $0.17 vs $0.45.
VF Corp issues €1B in senior notes with 4.125% and 4.250% coupons, maturing 2026/2029
Closed sale of €500M 4.125% Senior Notes due 2026 and €500M 4.250% Senior Notes due 2029.
VF Corp amends credit agreements to relax leverage covenants and add up to $850M in addbacks
Amended $2.25B revolver and $1.0B term loan to allow up to $850M aggregate addbacks for non-cash impairment charges and adverse legal rulings.
VF reports Q3 adjusted EPS $1.12, revenue $3.53B; cuts dividend 41%; lowers margin outlook
GAAP EPS $1.31 (down 1%); Adjusted EPS $1.12 (down 17%); Revenue $3.53B, down 3% (up 3% cc).
VF Corp CEO Steve Rendle retires; Benno Dorer appointed interim CEO; FY23 guidance cut
Steve Rendle retired as Chairman, President and CEO by mutual agreement; interim CEO Benno Dorer appointed.
VF Q2 FY23 GAAP EPS loss $(0.31); revises FY23 adjusted EPS down to $2.40-$2.50
Revenue $3.1B, -4% reported (+2% constant dollar); Vans revenue -13% (-8% constant dollar).
VF to record $300-450M Supreme impairment; cuts FY23 EPS guidance to $2.60-$2.70
Pre-tax non-cash impairment charge of $300M-$450M on Supreme goodwill and trademark due to higher rates and USD strength.
Bryan H. McNeill, who currently serves as Vice President, Chief Accounting Officer of the Company, notified the Company on May 27, 2025 of his retirement after nearly 30 years of service with the Company.
The Board of Directors of V.F. Corporation (the “Company”) appointed Michael E. Phillips as Vice President, Chief Accounting Officer of the Company, effective as of June 1, 2025
The Board of Directors of V.F. Corporation (the “Company”) has appointed Abhishek Dalmia to the role of Executive Vice President and Chief Operating Officer and principal operating officer, effective as of April 3, 2025.
On March 26, 2025, upon the recommendation of the Governance and Corporate Responsibility Committee of the Board of Directors (the “Board”) of V.F. Corporation (the “Company”), the Board accepted W. Rodney McMullen’s offer of resignation from the Board and reduced the size of the Board to twelve directors, each effective immediately.
On May 30, 2024, the Board, upon the recommendation of the Governance and Corporate Responsibility Committee of the Board (the “Governance Committee”), increased the size of the Board to fourteen members and elected Mindy F. Grossman, age 66, and Kirk C. Tanner, age 56, as directors, effective May 30, 2024, to serve until VF’s 2024 annual meeting of shareholders.
On May 30, 2024, the Board, upon the recommendation of the Governance and Corporate Responsibility Committee of the Board (the “Governance Committee”), increased the size of the Board to fourteen members and elected Mindy F. Grossman, age 66, and Kirk C. Tanner, age 56, as directors, effective May 30, 2024, to serve until VF’s 2024 annual meeting of shareholders.
On May 29, 2024, the Company and Nicole Otto, Global Brand President, The North Face ® , agreed that Ms. Otto would depart from the Company, effective as of June 14, 2024.
On May 29, 2024, Caroline T. Brown tendered her resignation from the Board of Directors (the “Board”) of V. F. Corporation (the “Company”), effective May 29, 2024, due to her acceptance of employment with the Company.
Matthew Puckett will continue to serve as the Company’s Executive Vice President and Chief Financial Officer and principal financial officer until the Effective Date.
On May 22, 2024, V. F. Corporation (the “Company”) announced the appointment of Paul Vogel as Executive Vice President and Chief Financial Officer and principal financial officer, effective as of July 8, 2024
increased the size of the Board to thirteen members and elected Caroline Tulenko Brown, age 55, as a director, effective February 14, 2024
On February 2, 2024, V. F. Corporation (the “Company”) and Matthew Puckett, the Company’s Executive Vice President and Chief Financial Officer, determined that Mr. Puckett would depart from the Company, effective as of a date to be agreed upon by the Company and Mr. Puckett.
Max materiality 0.90 · Median 0.70 · Most common event earnings