VF Corporation (NYSE: VFC) is an apparel, footwear, and accessories company that designs, sources, and markets a portfolio of outdoor and active lifestyle brands. Revenue comes primarily from wholesale distribution to retail partners and direct-to-consumer sales across its own stores and e-commerce channels, supplemented by royalty income from licensed use of its intellectual property. VF's three largest brands, The North Face, Vans, and Timberland, generated combined global revenues of $7.89 billion in Fiscal 2026 (year ended March 28, 2026). Founded in 1899 and headquartered in the United States, VF operates across two reported segments: Outdoor (The North Face, Timberland) with $5.74 billion in Fiscal 2026 segment revenue, and Active (Vans) with segment revenues disclosed separately. The company sold its Supreme brand on October 1, 2024, and its Dickies brand to Bluestar Alliance LLC on November 12, 2025. Peers in the S&P 1500 Apparel Index include Columbia Sportswear, Lululemon Athletica, PVH Corp., Ralph Lauren, Under Armour, and Tapestry.
- Revenue model
- Transactional revenue from wholesale and direct-to-consumer channels across apparel, footwear, equipment, and accessories categories, with additional royalty revenue from third-party licensees of VF brand intellectual property.
- Products and services
- Outdoor and active lifestyle apparel, footwear, equipment, and accessories sold under The North Face, Vans, and Timberland brands. The North Face generated $4.01 billion in global revenue in Fiscal 2026. Vans generated $2.15 billion and Timberland generated $1.74 billion in the same period. VF divested Supreme (October 2024) and Dickies (November 2025).
- Customers and end markets
- End consumers pursuing outdoor, active, and lifestyle categories. Products reach consumers through wholesale retail partners and direct-to-consumer channels including owned stores and e-commerce. No individual customer concentration figures are disclosed in the filing excerpts.
- Value-chain role
- Brand owner and product marketer that sources manufactured goods from third-party suppliers and distributes through wholesale and owned retail channels. VF owns and enforces its trademark and IP portfolio globally and licenses IP to third parties for royalty income.
- Geographic exposure
- Americas: $3.91 billion across top three brands in Fiscal 2026. Europe: $2.73 billion. Asia-Pacific: $1.26 billion. All figures for year ended March 28, 2026.
- Competitors
- Columbia Sportswear, Lululemon Athletica, PVH Corp., Ralph Lauren, Under Armour, Tapestry, Capri Holdings, Carter's, G-III Apparel Group, Kontoor Brands, Oxford Industries
Source: SEC 10-K, filed 2026-05-20
Industry:
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments
Peers:
Carter's Inc
Tapestry Inc
Columbia Sportswear Co
Hanesbrands Inc.
Levi Strauss & Co
PVH Corp
Ralph Lauren Corp
Under Armour Inc