Company Analysis

V.F. Corporation (VFC)

NYSE: VFC · Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · Denver, CO · filing with the SEC since 1994
Grade3.5
◀ Past 2.9● Present 3.5▶ Future 4.1

The grade of V.F. Corporation

Nine metrics read from its own filings, by tense
Headline grade
3.5/10
◀ Past2.930% of the headline
● Present3.540% of the headline
▶ Future4.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

2.9/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.1/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2024-01-18.

weight 33% of this tense · 21st percentile among 7 sector filers · read for itself

From the record

V.F. Corporation's filings since 2017 show 2 warning events: a material cybersecurity incident (8-K item 1.05, 2 times, the latest 2024-01-18) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.8/10

What has it actually done, year after year?

-1.5% a year over 10 filed years; profitable in 8 of 10.

weight 45% of this tense · 38th percentile among 7 sector filers · read for its customers

From the record

V.F. Corporation's 10 filed years say what it did: revenue went from $11 billion in fiscal 2016 to $9.6 billion in fiscal 2026, down 1.5% a year; it rose in 4 of 9 years; the deepest fall was 24% from fiscal 2016 to fiscal 2017; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-1.5%bottom 21% of its family
  • the share of years revenue rosebottom 7% of its family
  • the share of filed years with a profitbottom 43% of its family
  • the deepest fall from a revenue peak23.9%top 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
2.1/10

How has it treated the people who own it?

Share count grew 0.6% a year. 27% of cash flow returned. Insiders: 1 sales, 3 purchases.

weight 22% of this tense · 21st percentile among 7 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-28, V.F. Corporation's diluted share count grew about 0.6% a year, and dividends and buybacks returned about 27% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 3 purchases of their own stock on the open market in the year to 2026-11-04, buying about $1 million (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 21% of its family
  • cash returned against operating cash flowbottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.5/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
2.9/10

Is it financially healthy right now?

ROE 14%: 14¢ of profit per shareholder dollar. Leverage 80%: owes 80¢ per asset dollar.

weight 45% of this tense · 29th percentile among 7 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-28, V.F. Corporation earned about 14 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 57 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 80 cents per dollar of assets, and net share issuance: its share count grew 0.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 7% of its family
  • return on equitybottom 36% of its family
  • gross profit against assetstop 50% of its family
  • the share count against the year beforebottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.0/10

How strong is its position in its industry?

bottom 40% of 7 in its family; net margin 2.7%.

weight 33% of this tense · 40th percentile among 7 sector filers · read for its customers

From the record

V.F. Corporation's standing among 7 graded names in its industry family: revenue of $9.6 billion in fiscal 2026 ranks in the top 21% by size; a net margin of 2.7% ranks in the bottom 36%; revenue growth of -4.7% a year over the last 3 filed years ranks in the bottom 7% (its annual reports).

What it rests on

  • revenue against the family$9.61Btop 21% of its family
  • net margin2.7%bottom 36% of its family
  • three-year revenue growth-4.7%bottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.0/10

What are the people in charge doing?

bottom 40% of 7 in its family for leadership; chief executive since 2023.

weight 22% of this tense · 40th percentile among 7 sector filers · read for its shareholders

From the record

V.F. Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Darrell, Bracken (President & Chief Exec Officer, as filed), filing under that title since 2023-07-25, 3.3 years (bottom 21% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 4.5 years (bottom 36%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 36%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge10 in three years among 18 peopletop 36% of its family
  • the median years the people in charge have filed4.5 yearsbottom 36% of its family
  • the chief executive's years on the record3.3 yearsbottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.6/10

How much room does it have to grow?

bottom 36% of 7 in its family for room to expand.

weight 45% of this tense · 36th percentile among 7 sector filers · read for itself

From the record

V.F. Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $824 million against debt of $3.5 billion leaves -29% of its assets as net cash, bottom 21% of its family; cash from operations less capital spending is 7% of revenue (top 50%); a gross margin of 54.8% (bottom 36%) (its annual report).

What it rests on

  • cash less debt against assets-29.0%bottom 21% of its family
  • cash from operations less capital spending against revenue7.0%top 50% of its family
  • gross margin54.8%bottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.1/10

What could actually drive growth from here?

bottom 21% of 7 in its family for growth drivers.

weight 33% of this tense · 21st percentile among 7 sector filers · read for its customers

From the record

V.F. Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew -4.7% a year over the last three filed years against -1.5% over all 10, slowing (bottom 7% of its family); the newest year grew 1.1% (bottom 36%) (its annual reports). V.F. Corporation reported 3 lines of business in fiscal 2025: Outdoor at $5.6 billion, Active at $3.1 billion, Work at $833 million. 1 of 3 grew in the latest filed year, and the largest line is 59% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-3.2 points a yearbottom 7% of its family
  • the newest year's revenue growth1.1%bottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
8.3/10

Did its newest year beat what its own record pointed to?

top 17% of 7 in its family for expectations against reality.

weight 22% of this tense · 83rd percentile among 7 sector filers · read for its shareholders

From the record

V.F. Corporation's newest year against its own record: revenue of $9.6 billion in fiscal 2026 came in 9.2% above the $8.8 billion its prior three years' pace pointed to (top 36% of its family); net income of $255 million against a prior three-year average of $347 million (top 7%); a net margin of 2.7% against -3.6% before (top 7%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace9.2%top 36% of its family
  • net income against the prior three years' average+174%top 7% of its family
  • net margin against its prior average+6.2 pointstop 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton VFC · research, not advice