VFC · CIK 103379
What V.F. Corporation told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for VFC. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- Southeast Asia sourcing (Vietnam, Bangladesh, Cambodia, Indonesia)medium
~85% of products for U.S. sale sourced from Southeast Asia and Central/South America, with Vietnam, Bangladesh, Cambodia and Indonesia the top four sourcing markets.
“Approximately 85% of products purchased for sale in the U.S. are sourced through Southeast Asia and Central and South America, with Vietnam, Bangladesh, Cambodia and Indonesia comprising the top four sourcing markets.”
Regulatory & policy
- U.S. IEEPA import tariffsmedium
2025 U.S. (IEEPA) tariffs raised FY2026 cost of goods sold by $22.7M and inventory by $14.9M, with a $149.7M tariff refund receivable booked pending IEEPA refunds.
“For the year ended March 2026, VF recognized $22.7 million as an increase to cost of goods sold and $14.9 million as an increase to inventory. Amounts that are deferred into inventory will be recognized as an increase in the cost of goods sold as the inventory turns. Reimbursements will not be made to vendors and partners until after collection of the applicable IEEPA refunds.”
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