VF Returns to Revenue Growth, Issues Upbeat Outlook

Dow Jones
05/20

By Connor Hart

 

VF Corp returned to full-year revenue growth and guided for continued growth in the coming year.

The owner of brands including The North Face, Vans and Timberland on Wednesday reported a loss of 30 cents a share in its fiscal fourth quarter ended March 28, compared with a loss of 39 cents a year earlier.

Stripping out certain one-time items, such as restructuring costs and effects from the sale of its Dickies brand last year, earnings were 0 cents a share. Analysts polled by FactSet expected an adjusted loss of 1 cent a share.

Quarterly revenue came in at $2.17 billion, up from $2.14 billion the year prior and ahead of Wall Street models for $2.13 billion.

The company attributed the increase in part to momentum in the Americas. Revenues from its North Face and Timberland brands climbed 12% and 8%, respectively. The gains helped offset its Vans brand, where revenue fell 1%.

Chief Executive Bracken Darrell said VF returned to full-year revenue growth for the first time in three years. The company reported revenue of $9.61 billion in its fiscal year ended in March, up from $9.5 billion last year.

The company expects to grow revenue once again in its fiscal 2027, guiding for its top line to climb between 1% and 2% on a constant-dollar basis, he added.

Shares climbed 8.2%, to $18.11, in premarket trading.

 

Write to Connor Hart at connor.hart@wsj.com

 

(END) Dow Jones Newswires

May 20, 2026 06:33 ET (10:33 GMT)

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