The North Face Parent Company Sees 5% Stock Surge with Performance Rebound After 3 Years

VF Corporation (NYSE: VFC) closed at $17.55 on the New York Stock Exchange on May 27, up 5.03% from the prior session, with trading volume exceeding 4.7 million shares. Its market capitalization climbed to approximately $6.88 billion (about KRW 10 trillion), a one-day gain of roughly $360 million (around KRW 550 billion).

In its recently released fiscal 2026 results, VF reported full-year revenue of $9.61 billion (approximately KRW 14.4 trillion) and diluted EPS of $0.64, marking the first annual revenue growth in three years. The company also achieved margin expansion and reduced its net debt. Management attributed the performance to robust growth at The North Face and Timberland, and noted that Vans—after a prolonged slump—returned to growth in its North America direct-to-consumer channel for the first time in four years, underscoring an accelerated turnaround.

VF Corporation is a U.S. apparel and footwear holding company whose brand portfolio includes The North Face, Vans, Timberland and JanSport. Once a Fortune 500 company, it remains a leading global brands platform. Since taking the helm in 2023, CEO Bracken Darrell has been driving cost reduction, divestitures of non-core brands, debt paydown and the rebuilding of the Vans brand under the “Reinvent” transformation plan. Going forward, the pace of portfolio optimization and profitability recovery will be key variables for investors.