VFCApparel & Footwear
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Get what investors say about VFC next
1 new call on VFC this week is not on this page yet. Follow VFC free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what VFC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about VFC
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | VF Corp CEO Bracken Darrell is running the same turnaround playbook he used for a 26-bagger at Logitech; Vans… |
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Vans brand stabilizing per Piper Sandler teen survey (moved up to #7 among male teens, improved wholesale… |
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Olivia Rodrigo (this generation's Taylor Swift) wears multiple pairs of Vans at every night of her sold-out… |
| 2026-06-17 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | VF Corp is a turnaround driven by CEO Bracken Darrell (who produced a 26x return at Logitech), who has… |
Next report: 26 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | before the open | 0.70 vs 0.54 | +2.4% |
Notable options days
Sessions in the last 120 where VFC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
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| 2026-07-14 | ||||||
| 2026-06-16 |
VFC on the Wheel
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