Apparel retailer VF Corp's Q2 profit, sales top estimates

VF

28/10/2025 10:08

Overview

VF Corp fiscal Q2 revenue grows 2% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q2 beats consensus, driven by strong back-to-school sales

Company announces pending sale of Dickies for $600 mln to enhance investment capacity

Outlook

Company expects Q3 2026 revenue to decline 1% to 3% in constant currency

VF Corp forecasts Q3 2026 adjusted operating income of $275M to $305M

Company anticipates FY26 free cash flow to increase despite tariff impacts

Result Drivers

BRAND GROWTH - The North Face and Timberland brands grew 6% and 7% respectively, contributing to revenue growth

BACK-TO-SCHOOL SALES - Better-than-expected back-to-school results and early wholesale demand boosted Q2 revenue

DICKIES SALE - Pending sale of Dickies for $600 mln to enhance investment capacity and drive shareholder returns

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$2.80 bln
$2.73 bln (19 Analysts)
Q2 Adjusted EPS
Beat
$0.52
$0.42 (19 Analysts)
Q2 EPS
$0.48


Press Release: ID:nBw3jXrKya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)