CluenexVF Corporation VFC
VF Corporation scores weak on business quality (3.7 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What VF Corporation does
VF Corp designs and sells branded apparel, footwear, and accessories, generating $9.5B in annual revenue primarily through iconic outdoor and active brands like The North Face and Vans paid for by everyday consumers globally.
- What it does best
VF Corp commands an 80th percentile sector gross margin of 55%, outpacing competitors like Ralph Lauren's 70% gross margin baseline through strong pricing power in outdoor wear anchored by The North Face brand strength.
- The main risk
Broader footwear sector weakness led by peer demand drops threatens wholesale orders, exposing top-line recovery to sudden retail inventory corrections.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits thin at 6.6% with a 2.8% net margin, reflecting heavy cost burdens that dilute scale advantages until restructuring takes firmer hold.
Brand intangible assets lock in loyal outdoor consumers, placing gross margins in the top quartile of its sector at 55% though fading revenues limit lasting competitive expansion.
Revenue growth limps at 1.1% annually, flatlining well below historical figures as core segments struggle to reverse multi-year contractions.
With total debt of $3.5B and interest coverage at 4.1x, debt servicing leaves tight room while free cash flow recovers to $580M, keeping the balance sheet soft.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 insiders bought $787K on the open market.
Our sealed record on VFC
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
VF Corporation scores weak on the Cluenex quality check (3.7 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health weak.
In the last 90 days of SEC Form 4 filings: 2 insiders bought $787K on the open market.
Oct 28, 2026.
See VFC today
- Today's verdict on VFC, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “VF Corporation (VFC)”, https://cluenex.com/stocks/vfc/, data as of Oct 10, 2026.