Within VF Corp.’s portfolio, the “big three” brands get most of the headlines—and for good reasons.

Vans ($3.7 billion), The North Face ($2.6 billion) and Timberland ($1.9 billion) generate about two-thirds of the Denver, CO-based company’s annual revenue of roughly $12 billion, rightly garnering almost all of the callouts on VF’s quarterly earnings calls.

Also, the company in the past year has outlined ambitious goals for each brand, most notably Vans, which is targeting double-digit CAGR to reach $6 billion in annual sales by 2024, up from the previous goal of $5 billion by 2023 that the company set last year.

But VF’s leadership feels equally upbeat in the company’s so-called “emerging” brands—Smartwool, Icebreaker and Napapijri—which combined to generate only about $600 million in annual revenue in Fiscal 2019 yet are also notching impressive growth rates. Read More