V.F. Corporation

V.F. Corporation Earnings Recaps

VFC Consumer Discretionary 1 recap
Q3 2026 Jan 28, 2026

V.F. Corporation reported a strong Q3 for Fiscal 2026, with total revenue rising 2% and robust growth across key brands, notably in DTC channels and the Americas.

Key takeaways
  • Total revenue of $3.15 billion with adjusted growth of 5% excluding Vans and Dickies.
  • DTC sales increased by 3%, driven by strong digital performance, with The North Face seeing a 5% revenue rise.
  • Operating income exceeded expectations at $341 million, while net debt decreased nearly 20%, down $600 million year-over-year.
Full recap