US · Consumer Cyclical · Apparel Manufacturing
EPS came in at 0.70 against a street estimate of 0.54 — a beat of 29.6%.
Analysts rate VF Corporation a buy (9 buy, 14 hold, 1 sell out of 24) with an average price target of $19.86.
CONFIDENT VFC raised FY27 guidance to 2%+ revenue growth (from 1-2%) on Q1 beat. North Face +4%, Timberland +3%, but Vans −9% remains challenged. CFO transition complete; Dalmia assumes combined CFO/COO role. Medium-term 10% op margin target on track. Q1 FY27 Americas strong. EMEA weakness reflects Middle East conflict impact on Timberland. APAC muted; expects continued softness due to limited innovation vs. strong local competition. Analysts probed Vans wholesale destocking vs. true demand reset, luxury pricing opportunity, and SG&A investment flexibility. Darrell emphasized wholesale is product-assortment driven (not distribution exit) and deferred heavy pricing to post-growth inflection. Dalmia noted discretionary spend is controllable and gross margin now primary lever for 10% FY29 target vs. SG&A leverage. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| PNC Financial Services Group Inc | 18.43% |
| BlackRock Inc | 7.78% |
| M&G PLC | 6.56% |
| Dodge & Cox | 5.69% |
| Northern Trust Corp | 5.02% |
| Vanguard Portfolio Management, LLC | 4.66% |
| Vanguard Capital Management, LLC | 4.29% |
| AQR Capital Management LLC | 3.10% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • Q2 FY27 revenue was $2,695,132, down from $2,802,706 in Q2 FY26. • Six-month revenue was $4,364,511, down from $4,563,372. • Q2 | 2026-10-28 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Q2 FY2027 revenue was $2,695.1M, down 4% year over year; revenue excluding Dickies increased 1% in constant currency. • Operating | 2026-10-28 |
| Shareholder vote results · Q2 FY2027 V.F. CORPORATION 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held July 28, 2026 • Total votes cast (excluding broker non-votes): appro | 2026-07-30 |
| Quarterly report · Q1 FY2027 VF CORPORATION — Q1 FY2027 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $1,669.4 million (Q1 FY27) vs. $1,760.7 million (Q1 FY26) — down 5.2% • Ne | 2026-07-29 |
| Results announced · Q2 FY2027 VF CORPORATION Q1'27 EARNINGS SUMMARY HEADLINE NUMBERS • Q1'27 Revenue: $1,669.4M, down 5% reported; up 1% excluding Dickies or flat in constant cur | 2026-07-29 |
| Proxy statement · Q2 FY2027 VF CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of 11 director nominees (Clarence Otis Jr. not standing fo | 2026-06-15 |
| Annual report FY2026 VF CORPORATION FISCAL 2026 FORM 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended March 28, 2026 • Market capitalization: $5,184,000,000 as of Septe | 2026-05-20 |
| Results announced · Q1 FY2027 VF CORPORATION Q4 FY'26 EARNINGS SUMMARY HEADLINE NUMBERS • Q4'26 Revenue: $2,166 million, +1% vs. prior year; +8% excluding Dickies or +3% in const | 2026-05-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.09 / share ex-date Dec 10, 2026 · pay Dec 17, 2026 | 2026-12-10 |
| Dividend | $0.09 / share ex-date Sep 10, 2026 · pay Sep 17, 2026 | 2026-09-10 |
| Dividend | $0.09 / share ex-date Jun 10, 2026 · pay Jun 18, 2026 | 2026-06-10 |
| Dividend | $0.09 / share ex-date Mar 10, 2026 · pay Mar 19, 2026 | 2026-03-10 |
| Dividend | $0.09 / share ex-date Dec 10, 2025 · pay Dec 18, 2025 | 2025-12-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for VF Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.