📆 May 27, 2025 👞
📈 Stock Price: $13.55 (+1.55 / +12.92%)
🎯 Ticker: VFC

👟 V.F. Corp: From the Sole Up—A Comeback in the Making?

Denver-based V.F. Corporation owns more lifestyle brands than your closet has hoodies. Think The North Face, Timberland, Vans, Dickies, Supreme, JanSport, and more. From mountaintops to streetwear, they outfit everyone from hardcore hikers to hypebeasts. But lately? The stock’s been walking uphill in flip-flops.

Until now. Why?

💥 Trigger: Bigwig Buys = Bold Bets

Three insiders—including the CEO—just bought nearly $2.2 million worth of stock:

🧊 CEO Bracken Darrell: +85,840 shares @ $11.73 = $1M+
🔥 COO Abhishek Dalmia: +50,000 shares @ $11.78 = $589K
🧢 Director Richard Carucci: +50,000 shares @ $12.05 = $602K

🎯 All on May 23, after a rough ride for the stock.

Oh—and this isn’t their first rodeo. Darrell, Carucci, and other insiders have been steadily stuffing their portfolios with VFC shares throughout 2024 like it’s Black Friday at Timberland.

🧳 Institutional Heavyweights Are On Board Too

🏦 771 funds own 96.58% of the float.
That’s a fashion show of confidence:

• PNC Financial: 19.31% 🧱

• Dodge & Cox: 10.51% 📚

• Vanguard: 9.66% 🦅

• BlackRock: 7.88% 🪨

• Northern Trust, FMR, M&G Plc… you get the idea.

🔍 For full Institutional Ownership breakdown, see here.

📊 Q4 FY’25 Earnings: Mixed Stitch, But Margins Up

Let’s sew it together:

🧵 Revenue: $2.1B, down 5%
🧥 The North Face & Timberland: Up
👟 Vans & Dickies: Down
🌏 APAC: Grew, but Americas/EMEA declined
📉 Net Loss: –$73M
📈 Adjusted Op Income: $22M
💪 Gross Margin: 53.4% (up 560 bps!)
💸 Net debt down $1.8B YoY (25% reduction, that's commitment!)
🚫 Adjusted EPS: ($0.13)

Not perfect, but the seams are being reinforced. The company’s “Reinvent” program is actually working—streamlining operations, saving $300M+ in costs, and clearing room to move.

👉 Want the full picture? Dive into VF Corporation’s financials here.

👀 CEO Bracken’s Take:

“We’ve trimmed debt, improved gross margin, and laid the groundwork for a stronger Vans. Our brands are well-positioned to grow again.”

And if you’re asking “When?” he’s confident FY’26 will bring stronger free cash flow and adjusted operating income.

🛒 Valuation: A Sale Rack Bargain?

At just 0.56x price/sales and forward P/E ~15, this is starting to look like a clearance event for contrarian investors. It’s not profitable yet, but it’s making all the right moves:

✅ Gross margin expansion
✅ Debt reduction
✅ Channel optimization
✅ Strategic brand resets

🧗 Risks? Oh, You Bet.

1. 🛃 Tariff headwinds still loom

2. 🏚️ Vans is still dragging

3. 💸 FY’26 Q1 will show another operating loss

4. 🧯 One wrong stitch could unravel momentum

5. 🐻 A bear market could shred it before it heals

This is still a turnaround. If you hate volatility or stitches in unexpected places—don’t go hiking here.

Interested in another investment idea?
Check our take on UnitedHealth Group.

🧠 Final Fit Check

👖 VFC isn’t just about outdoor gear—it’s deep in transformation mode.
👟 The CEO just upped his stake by 41%.
💼 Institutions are piling in.
📉 The stock is bruised, but the business isn’t broken.

If VFC can scale the margin mountain and get Vans laced up again, shareholders could see major upside. It’s still early—but insiders clearly think it’s worth the trek.

📛 Disclaimer:

We wear Timberland, we climb hills, and we sometimes trip on our own thesis. This is not investment advice—it’s just how we lace up the facts. 🥾 

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