VF Corporation
VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 10 brands includes Vans, The North Face, Timberland, and Altra. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.www.vfc.com
56
MENTIONS
26
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22
PODCASTS
Search complete. 56 mentions across 26 episodes found for "VF Corporation".
Oct 30, 2026
Jason LucashGUEST
I bought... a lot of swag.
Jason LucashGUEST
I worked for VF, Jansport, North Face Vans, bought from one distributor here in the Bay Area, who is one of our best customers now at Ruppt.
Jason LucashGUEST
But it sucked.
Jason LucashGUEST
It sucked getting stuff made.
Tom HayesHOST
They've got a great cancer franchise that's growing.
Tom HayesHOST
They're going to have Metzera, which is once a month, oral G GLP, uh, one come out in the next, uh, by 2028 uh you know trading at nine times earnings six time six percent dividend yield while you wait as we move into an environment where valuation matters these are two stocks that are going to do well and then i'll just throw out another kicker here that we've been in that's starting to move again uh is vf corp and what i love about vf corp is the You know, Timberland and North Face, everyone knows those are doing well.
Tom HayesHOST
They sold off Supreme.
Tom HayesHOST
They sold off Dickies to pay down debt.
Tom HayesHOST
He ran the turnaround in Logitech, which was a 26 bagger during his tenure.
Tom HayesHOST
If you put in a million, you made 26.
Tom HayesHOST
He's running the same playbook at VF Corp.
Tom HayesHOST
But the problem had been Vans.
Mindy GrossmanGUEST
I was at that company for a year and I ended up walking away and I knew that a woman was never going to get chosen for those roles.
Brian SozziHOST
Was it hard to do it? Now a partner and vice chair at Concello, as well as on the boards of Fanatics and VF Corp, one of my favorite companies, I should say, Mindy Grossman's career is the epitome of achieving success at the highest level of corporate America.
Brian SozziHOST
From leading global apparel as a vice president at Nike, to taking IAC retail public and scaling home shopping network as CEO, to orchestrating the massive digital rebrand of WW as CEO, Mindy has pretty much done it all.
Brian SozziHOST
All along the way, she's gotten to work alongside iconic leaders such as Tommy Hilfiger, Ralph Lauren, Oprah, and Barry Diller.
Michael DawahareGUEST
Yeah.
Tom DupreeHOST
Kimber- Kimberly-Clark, uh, you know, VF Corp, which makes, uh, um, North Face, uh, sh- uh, apparel.
Michael DawahareGUEST
Y- I mean, you, you look at the retailers, you look at financials.
Tom DupreeHOST
Yeah.
Jim CramerHOST
Then some analyst upgrades of two retail stocks have got me doing a double take on this sector.
Jim CramerHOST
Don't miss my take on VF Corp and...
Jim CramerHOST
No, I'm not gonna tell you the second one.
Jim CramerHOST
And the consumer packaged good stocks have been mounting a comeback lately, so I should be adding to the portfolio? Well, I'm telling you where I come down.
10 MINS LATER
Jim CramerHOST
[upbeat music] I'm always searching for new ideas, and this week got not one but two of them.
Jim CramerHOST
Practically came out of nowhere, thanks to some very rigorous analyst upgrades.
Jim CramerHOST
VF Corp and Contour Brands, a pair of apparel companies that I've been on the fence about, they both caught major upgrades this week.
Jim CramerHOST
Yeah, these look very interesting to me.
Tom HayesHOST
That sounds counterintuitive with the PPI and the CPI print, but with all of the risky debt in AI that was crowding out, that's getting sold off now with Anthropic's growth rate slowing, with OpenAI pulling, with a half a trillion dollars of bonds, uh, predicated on, uh, the growth rates of OpenAI and Anthropic being extrapolated in perpetuity, and the mark to markets, if you look at the Anthropic, uh, uh, valuation in the whatever it's called, some bullshit exchange that trades overnight with fake mark to markets, it's down, uh, uh, quite a bit in the last week.
Tom HayesHOST
Uh, VF Corp.
Tom HayesHOST
Okay, this one is super exciting.
Tom HayesHOST
Olivia Rodrigo, who is the Taylor Swift of the new generation.
19 MINS LATER
Tom HayesHOST
And that's exactly what's happening every single day.
Tom HayesHOST
You talk to any CEO, say, "We love AI.
Tom HayesHOST
We don't love paying, uh, we don't love the cost, so we're doing all insourced open weight models at a quarter of the price or less, and, uh, we're getting the benefits of AI without the cost, uh, the excessive cost." VF Corp, opinion follows trend, stock goes up.
Tom HayesHOST
Truist upgrades it.
Scarlet FuHOST
And last stock on your radar?
Ann SaponaraGUEST
Last stock, another consumer name, which is VF, uh, ticker VFC.
Ann SaponaraGUEST
That is the parent company of brands like Vans and The North Face.
Ann SaponaraGUEST
That's, that was up almost 7% this morning, and that was after a new survey from Piper Sandler.
Chris HardistyGUEST
Was
Scot WingoHOST
that before they were a VF corporate, part of the VF corporate?
Chris HardistyGUEST
Yeah, it was actually before.
Chris HardistyGUEST
So I was there nine years, about eight and a half years into...
David FaberHOST
Yeah, I think we can end the segment right there.
Jim CramerHOST
I've been waiting for Bracken Darrell, who's this great CEO, turnaround logitech, to turn around VF Corp.
Jim CramerHOST
But he's been hurt by Vans, which is this big brand that has been the fulcrum.
Jim CramerHOST
And it looks like they've stabilized.
Hamish HodderHOST
We see them here because they're all listed on US stock exchanges.
Hamish HodderHOST
He also owned another Chinese stock, Pinduoduo, as well as a variety of other companies, mostly in the healthcare industry, Molina Healthcare, HCA Healthcare, Oscar Health, and a couple of apparel companies, VF Corp and Canada Goose.
Hamish HodderHOST
But as of the latest filing, he sold all of them.
Hamish HodderHOST
Every single share of these companies gone.
Hamish HodderHOST
Well, except for one stock that he kept and actually doubled the size of his bet, but I'll come back to this a little bit later.
Hamish HodderHOST
What's interesting here is that some of these stocks were brand new to the portfolio from just a few months ago.
Hamish HodderHOST
VF Corp and Canada Goose, for example, don't appear in any of Burry's SEC filings from the past six years.
Hamish HodderHOST
During the latest quarter, both stocks had an initial rise before falling sharply in March due to trade policy announcements.
16 more episodes mention VF Corporation.
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