V.F Management
Management criteria checks 3/4
V.F's CEO is Bracken Darrell, appointed in Jul 2023, has a tenure of 2.83 years. total yearly compensation is $10.73M, comprised of 12.1% salary and 87.9% bonuses, including company stock and options. directly owns 0.25% of the company’s shares, worth $19.28M. The average tenure of the management team and the board of directors is 2.6 years and 10.3 years respectively.
Key information
Bracken Darrell
Chief executive officer
US$10.7m
Total compensation
| CEO salary percentage | 12.12% |
| CEO tenure | 2.8yrs |
| CEO ownership | 0.3% |
| Management average tenure | 2.6yrs |
| Board average tenure | 10.3yrs |
Recent management updates
Recent updates
Narrative Update • May 01
VFC: Fair Outlook Will Depend On Vans Recovery And Execution Improvements
The analyst fair value estimate for V.F. has moved from $16.95 to $20.70 as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E, supported by a series of recent upgrades and price target increases from the Street. Analyst Commentary Recent Street research on V.F. reflects a mix of optimism about the potential for better execution and caution about the pace of brand recovery, especially at Vans.
Narrative Update • Apr 16
VFC: Extended Brand Recovery Timeline Will Pressure Future P E Expectations
Analysts have lifted their average price target for V.F., with many pointing to refreshed earnings estimates and moderated discount rates as they reassess assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on V.F. has been active, with several firms adjusting price targets and ratings as they revisit earnings assumptions, brand recovery timelines and valuation frameworks.Seeking Alpha • Apr 15
V.F. Corporation: A Decent Job Done, But I'm Not Excited Yet
Summary V.F. Corporation has shown operational improvement under CEO Bracken Darrell, but growth remains weak, and Vans continues to drag performance. The North Face and Timberland are driving mid- to high-single-digit growth and higher margins, while Dickies has been divested to streamline the portfolio. Profitability and leverage have improved, with interest coverage at 7x and a target leverage ratio of ≤3.5x by FY26, but debt remains elevated. Despite a 68% share price rally in the past year, VFC still trades above fair value ($17.67), and I remain unexcited due to ongoing brand challenges. Read the full article on Seeking AlphaNarrative Update • Apr 02
VFC: Vans Recovery Timing Will Drive Lower Future P E Expectations
Analysts have updated their views on V.F., with a mix of lowered and raised price targets. They are weighing an extended Vans brand recovery alongside revised expectations for revenue growth, higher profit margins, and a lower future P/E multiple, leaving the internal fair value estimate at $14.00 per share unchanged.
Narrative Update • Mar 18
VFC: Vans Brand Repair In 2026 Will Reframe Risk Reward
The analyst price target for V.F. has been revised higher from $25.00 to $31.42. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, even as some remain cautious about the pace of Vans brand recovery.Narrative Update • Mar 04
VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward
The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.Narrative Update • Feb 18
VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution
Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.Narrative Update • Feb 04
VFC: Inventory Discipline And 2026 Outlook Will Reframe Risk Reward Profile
Analysts have nudged their price targets on V.F. higher, and this is reflected in our fair value estimate moving from $30.70 to $31.44, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on V.F. has leaned constructive, with a cluster of price target increases from multiple firms over a short period.Narrative Update • Jan 21
VFC: Margin Repair And Self Help Will Reframe Risk Reward Profile
Analysts have lifted their implied fair value estimate for V.F. to about $30.70 from roughly $27.85, citing Street price target increases and a view that modestly lower risk assumptions and slightly stronger margin expectations offset more cautious revenue growth forecasts and a marginally lower future P/E multiple. Analyst Commentary Street research on V.F. has leaned more constructive recently, with several bullish analysts lifting price targets and framing current levels as more aligned with a reset earnings base and margin profile.Narrative Update • Jan 06
VFC: Future Returns Will Hinge On Prolonged Vans Weakness Despite Sector Tailwinds
Analysts have nudged their fair value estimate for V.F. shares slightly higher, reflecting a modestly increased average Street price target in the mid-teens to low US$20s range, as they balance cautious views on Vans with more constructive opinions on other brands and the broader specialty retail sector. Analyst Commentary Street research on V.F. is mixed, with most firms nudging price targets higher but stopping short of a consensus bullish stance.Narrative Update • Dec 21
VFC: Future Returns Will Depend On Vans Turnaround Versus Improving Profitability
The analyst price target for V.F. has been raised modestly from about $16.05 to approximately $16.95 per share. Analysts now see improving profitability and a slightly lower valuation multiple offsetting slower expected revenue growth, amid mixed but generally upward revisions to Street price targets.Narrative Update • Dec 07
VFC: Prolonged Brand Weakness Is Expected To Cap Returns Through 2026
The analyst price target for V.F. has inched higher, rising to about $16 from roughly $15.50, as analysts modestly reward incremental progress and asset sales while remaining cautious about the pace of a Vans turnaround and the durability of earnings growth. Analyst Commentary Recent Street research reflects a cautiously balanced stance on V.F., with modest price target increases offset by ratings downgrades and ongoing skepticism around the Vans turnaround.Analysis Article • Dec 02
Revenues Not Telling The Story For V.F. Corporation (NYSE:VFC) After Shares Rise 29%
V.F. Corporation ( NYSE:VFC ) shareholders would be excited to see that the share price has had a great month, posting...Narrative Update • Nov 23
VFC: Cost Controls And Brand Challenges Will Influence Returns Through 2026
Analysts have modestly increased their price target on V.F. to $16.05, up $0.05. They cite incremental improvement in profit margin and a balanced risk-reward outlook as reasons for their more constructive stance.Narrative Update • Nov 07
VFC: Share Buybacks And Brand Recovery Will Support Upside Momentum
Analysts have raised their fair value estimate for V.F. to $16.00, citing modest improvements in revenue growth and profit margin forecasts, as well as ongoing uncertainty around the recovery of key brands such as Vans. Analyst Commentary Recent Street research reflects a mix of optimism and caution among analysts covering V.F. Corp.Narrative Update • Oct 23
Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges
The analyst price target for V.F. has increased modestly from $15.49 to $15.74 per share, as analysts cite recent upward revisions in price targets, encouraging progress within core brand units, and a more optimistic outlook for financial performance. Analyst Commentary Recent research updates highlight both optimism and caution among market observers evaluating V.F.'s trajectory.Narrative Update • Sep 11
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
Analysts have modestly raised V.F's price target to $15.49, driven by ongoing operational improvements at Vans, positive spending trends, and successful cost-cutting measures that bolster the outlook for growth and profitability. Analyst Commentary Ongoing operational improvements at the Vans unit driving optimism for recovery and growth.Analysis Article • Sep 08
Subdued Growth No Barrier To V.F. Corporation (NYSE:VFC) With Shares Advancing 27%
V.F. Corporation ( NYSE:VFC ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Narrative Update • Aug 27
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
Analysts have modestly raised V.F.'s fair value target to $15.19, citing improving financials, realized cost savings, and early signs of consumer demand recovery that outweigh previously priced-in risks. Analyst Commentary Improving financials and realized cost savings provide support for earnings recovery.Analysis Article • Jul 08
Should You Think About Buying V.F. Corporation (NYSE:VFC) Now?
V.F. Corporation ( NYSE:VFC ), might not be a large cap stock, but it saw a significant share price rise of 28% in the...Analysis Article • Jun 16
V.F (NYSE:VFC) Use Of Debt Could Be Considered Risky
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • May 29
We Like V.F's (NYSE:VFC) Earnings For More Than Just Statutory Profit
The stock was sluggish on the back of V.F. Corporation's ( NYSE:VFC ) recent earnings report. Along with the solid...Analysis Article • May 13
V.F. Corporation (NYSE:VFC) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
V.F. Corporation ( NYSE:VFC ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
New Narrative • Apr 23
North Face, Timberland And Vans Will Drive Operational Transformation
Significant transformation program focusing on operational efficiency and leadership restructuring aims to enhance profitability and achieve higher operating margins.Seeking Alpha • Mar 26
V.F. Corporation: Oversold After Sector Sell-Off
Summary I believe V.F. Corporation's turn-around efforts are succeeding, despite a recent 40% decline, and maintain a two-year price target of $35. CEO Bracken Darrell's strategies have improved solvency by reducing debt, cutting dividends, and rationalizing costs, driving up cash flow significantly. Inventory reductions and SKU cuts have stabilized revenue trends, with growth seen in Timberland and North Face, especially in China. Management's reinstated revenue guidance and improved internal forecasts indicate regained control, though short-term revenue declines are expected. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
V.F. Corporation: Plenty Of Progress, Though Challenges Persist (Rating Upgrade)
Summary V.F. Corporation's stock has surged 29% since October 2024, warranting a reassessment of its financial health and growth prospects. It has made key improvements, including a revenue turnaround, due to progress in The North Face and the Americas market, along with debt reduction. The company's medium-term targets also show expected margin expansion. And improved market multiples are encouraging too. If the company can continue to make progress in sales growth, there could be a Buy case for it again. But for now, despite all the progress, it's a Hold. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
V.F. Corporation: Improving, But The Market Already Discounts A Turnaround
Summary V.F. Corporation's Q3 2025 earnings show positive results, with the North Face and Timberland brands improving, and Vans still underperforming. Despite debt reduction from Supreme's sale, low-cost debt means minimal income statement impact; deleveraging offers limited financial benefits. VFC's valuation appears optimistic; achieving a 12.5% operating margin is challenging but necessary for fair returns, leaving little upside potential. Given the speculative nature and current pricing, I recommend waiting for a lower entry point. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
V.F. Corp: Still Early Days, But Clear Signs That A Turnaround Is Afoot
Summary V.F. Corp, parent of brands like The North Face and Vans, is undergoing a promising turnaround under new CEO Bracken Darrell. Key hires, including Sun Choe as Global Brand President of Vans, signal qualitative progress. Financial improvements include a repaired balance sheet, better inventory management, and stabilizing gross margins. Despite skepticism from analysts, the turnaround plan aims to double margins by 2027/2028, making shares potentially attractive. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
V.F. Corporation: Despite Likely Timberland Strength, Turnaround Remains Uncertain
Summary V.F. Corporation's Investor Day Part 1 focused on the cost structure, with a midterm plan to increase the operating margin to 10%. A brand turnaround, especially in Vans and North Face, remains at the center of the VFC turnaround, and signs of Timberland's strength aren't enough to offset remaining turnaround uncertainty. The sale of Supreme raised my fair value estimate considerably, but I still estimate 24% downside to a fair value of $16 due to turnaround uncertainty. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
V.F. Corp. Q2 Earnings: Time To Party? Not So Fast, Mr. Market
Summary V.F. Corporation released its Q2 FY2025 results yesterday after the bell, which sparked a massive relief rally. VFC stock is up over 20% in after-hours trading. Adjusted EPS and revenue came in above consensus, but the real reasons for the market's improved sentiment lie elsewhere - in the sequential improvement at Vans and Timberland. There were a few other bright spots in VFC's latest results, but I'm keeping the champagne bottle closed for now - also considering Moody's recent credit rating downgrade to junk. Free cash flow guidance is weak, and I increasingly believe management may not be able to meet its previously reiterated deleveraging guidance. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
V.F. Corporation: A Top Retail Turnaround Story For 2025
Summary V.F. Corporation is actively deleveraging its balance sheet, notably selling Supreme for $1.5 billion to pay down significant debt. CEO Bracken Darrell, with a successful turnaround history at Logitech, is leading the revitalization efforts, focusing on innovation and cost control. Vans' performance is crucial, with new leadership and early signs of product innovation showing potential for brand recovery. VFC aims to achieve $300 million in cost savings by FY2025, targeting an EBITDA of $1.2 billion and a potential valuation of $18 billion. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 27 2025 | n/a | n/a | US$224m |
| Sep 27 2025 | n/a | n/a | US$92m |
| Jun 28 2025 | n/a | n/a | US$105m |
| Mar 29 2025 | US$11m | US$1m | US$69m |
| Dec 28 2024 | n/a | n/a | -US$193m |
| Sep 28 2024 | n/a | n/a | -US$453m |
| Jun 29 2024 | n/a | n/a | -US$1b |
| Mar 30 2024 | US$14m | US$920k | -US$1b |
Compensation vs Market: Bracken's total compensation ($USD10.73M) is about average for companies of similar size in the US market ($USD8.41M).
Compensation vs Earnings: Insufficient data to compare Bracken's compensation with company performance.
CEO
Bracken Darrell (62 yo)
2.8yrs
Tenure
US$10,729,899
Compensation
Mr. Bracken P. Darrell is an Independent Director of Sonos, Inc. from February 12, 2024. Mr. Darrell has a long history and proven experience in business leadership, product innovation and brand management...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 2.8yrs | US$10.73m | 0.25% $ 19.3m | |
| EVP & CFO | 1.8yrs | US$4.88m | 0.072% $ 5.5m | |
| EVP, Chief Legal Officer & Corporate Secretary | 4yrs | US$2.04m | 0.031% $ 2.4m | |
| Chief Commercial Officer | less than a year | US$3.13m | 0% $ 0 | |
| Executive VP & COO | 1.1yrs | no data | 0.14% $ 10.5m | |
| VP & Chief Accounting Officer | less than a year | no data | no data | |
| Vice President of Investor Relations | 4.3yrs | no data | no data | |
| Founder & Chief Marketing Officer | 7.5yrs | no data | no data | |
| Chief People Officer | less than a year | no data | no data | |
| President of VF Jeans Wear for Mass Brands - Americas | 20.9yrs | no data | no data | |
| President of APAC | 5.8yrs | no data | no data | |
| Chief Design Officer | 2.3yrs | no data | no data |
2.6yrs
Average Tenure
52yo
Average Age
Experienced Management: VFC's management team is considered experienced (2.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 2.8yrs | US$10.73m | 0.25% $ 19.3m | |
| Independent Director | 2.6yrs | US$310.59k | 0.0064% $ 488.3k | |
| Independent Director | 22.3yrs | US$310.59k | 0.011% $ 828.6k | |
| Independent Director | 11.3yrs | US$323.09k | 0.011% $ 803.5k | |
| Independent Director | 2yrs | US$285.47k | 0.0050% $ 378.2k | |
| Independent Director | 14.6yrs | US$310.59k | 0.0072% $ 546.8k | |
| Independent Director | 13.3yrs | US$329.34k | 0.017% $ 1.3m | |
| Independent Director | 17.3yrs | US$345.59k | 0.028% $ 2.1m | |
| Independent Chairman of Board | 16.8yrs | US$510.59k | 0.072% $ 5.4m | |
| Independent Director | 9.3yrs | US$323.09k | 0.0074% $ 558.9k | |
| Independent Director | 2yrs | US$285.47k | 0.0050% $ 378.2k | |
| Independent Director | 3.9yrs | US$310.59k | 0.0071% $ 536.9k |
10.3yrs
Average Tenure
62.5yo
Average Age
Experienced Board: VFC's board of directors are seasoned and experienced ( 10.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 09:32 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2025/12/27 |
| Annual Earnings | 2025/03/29 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
V.F. Corporation is covered by 46 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Jonathan Komp | Baird |
| Matthew McClintock | Barclays |