V F Corp (VFC) Q1 2026 Earnings Call

Concluded Jul 30, 2025

Jul 30, 2025 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 2 artifacts

Revenue $1.76B -0.5% YoY

Diluted EPS -$0.30

Gross margin · derived Q4 53.9% +2.7 pp YoY

Net income -$116.41M

Open full screen 8-K 10-Q

Executive readout · one minute

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Cost savings and SG&A leverage 70 Vans recovery in Americas DTC 70 Debt reduction and balance sheet 25 North Face brand momentum 22 Timberland brand reset 22 Revenue growth and portfolio health 11

Management tone

Confident

Net tone +72 · low hedging

Grounding quotes

“we finished this year strong exceeded our fourth quarter guide and took another big step towards transforming BF”
“70 percent of our business is growing”
“Our results demonstrate that our strategy is working and that we're well on track with VF's transformation. I'm very confident in our ability to drive strong performance and shareholder value in the years ahead.”
“this has been a very strong year for vf and i am super excited about the momentum we have and that we're building for the future”

Research coverage

2 live sources

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Research materials

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8-K earnings release Filed Jul 30, 2025 10-Q report Filed Jul 30, 2025 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Outdoor$812.47M +7.8% YoY

Active$699.69M -9.9% YoY

Capital returned

Dividend / share: $0.09

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