Revenue Performance - Q2'26 revenue reached $2.8 billion, representing a 2% increase year-over-year, or a decrease of 1% in constant currency[5] - The North Face® and Timberland® brands grew by 6% and 7% year-over-year, respectively, while Vans® revenue declined by 9%[5] - Revenues for the three months ended September 2025 were $2,802.7 million, representing a 1.6% increase from $2,757.9 million in the same period of 2024[29] - Total revenues for the six months ended September 2025 were $4,563.4 million, a 0.8% increase from $4,527.0 million in the same period of 2024[29] - The Outdoor segment generated revenues of $1,663.5 million for the three months ended September 2025, while the Active segment contributed $760.8 million[34] Profitability Metrics - Adjusted operating income was $330 million, significantly above the guidance of $260 million to $290 million, and up 5% year-over-year[5] - Operating margin improved to 11.2%, an increase of 130 basis points compared to the previous year[5] - Gross profit margin for the three months ended September 2025 was 52.2%, consistent with the previous year[29] - Operating income for the three months ended September 2025 was $330.1 million, up from $315.2 million in the same period of 2024, reflecting an increase in operating margin from 11.4% to 11.8%[29] - EPS for Q2'26 was $0.48, with adjusted EPS at $0.52, down from $0.60 in the prior year[5] - Diluted earnings per share from continuing operations for the three months ended September 2025 were $0.52, compared to $0.60 in the same period of 2024[29] Financial Health - Net debt decreased by $1.5 billion, or 21% year-over-year, indicating improved financial health[5] - The company announced the pending sale of Dickies® for $600 million, aimed at enhancing investment capacity[2] - The company declared a quarterly dividend of $0.09 per share, payable on December 18, 2025[7] Future Projections - Q3'26 revenue is projected to decline between 3% to 1% year-over-year[5] - FY'26 free cash flow is expected to increase compared to the previous year, including known tariff impacts[5] - The company expects the consulting contract related to the Reinvent program to be substantially complete by the third quarter of Fiscal 2026, with contingent fees tied to stock price increases through June 2027[24] Restructuring and Charges - Total restructuring charges related to the Reinvent program were $15.5 million for the three months ended September 2025, with a total of $211.7 million incurred to date[24] - Transaction and deal-related activities associated with the pending divestiture of Dickies totaled $2.0 million for the three and six months ended September 2025[25] Currency and Reporting - VF reports financial information in U.S. dollars in accordance with GAAP, with foreign currency exchange rate fluctuations significantly affecting reported operating results[40] - Constant currency financial information is presented as a non-GAAP measure to assess business performance excluding foreign currency translation effects[40] - Operating results for the current year are translated into U.S. dollars at the average exchange rates of the comparable prior year period for constant currency calculations[41] - Constant currency performance measures should be viewed in addition to GAAP operating performance measures, not as a substitute[42]

Core Viewpoint - V.F. Corporation is expected to report a strong quarter, with CEO Bracken Darrell's recent stock purchases indicating confidence in the company's performance [1]. Company Overview - V.F. Corporation designs and markets branded apparel, footwear, and accessories across outdoor, active, and work categories, with well-known brands such as The North Face, Vans, Timberland, and Dickies [2]. - The company has faced challenges in the apparel sector but is showing signs of recovery under the leadership of CEO Bracken Darrell, who was brought in two years ago to turn the company around [2]. Recent Performance - The company reported a "magnificent quarter," leading to a stock increase of at least 3% on the day of the announcement, although it had been higher earlier in the day [2]. - The stock had previously struggled, being described as a "real dog" for a long time, but recent developments suggest a positive turnaround [2].

Core Viewpoint - A class action lawsuit has been filed against V.F. Corporation (VFC) for allegedly making materially false and misleading statements regarding its turnaround plans and the Vans brand's revenue growth trajectory [3][7]. Allegation Details - The lawsuit claims that VFC's management provided overly positive statements about the company's turnaround plans while failing to disclose significant adverse facts [3]. - It is alleged that additional reset actions were necessary for the Vans brand to return to growth, which were not communicated to investors [3]. - The setbacks in revenue growth for Vans were not mentioned in public commentary regarding the Reinvent initiative or the Vans turnaround progress [3]. - As a result, the statements made by VFC about its business and prospects were misleading, leading shareholders to purchase securities at inflated prices [3]. Next Steps - Investors who purchased VFC shares between October 30, 2023, and May 20, 2025, and suffered losses are encouraged to contact the law firm for more information and to discuss their rights [4][7]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is November 11, 2025 [7].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased V.F. Corporation securities during the specified class period of the upcoming lead plaintiff deadline on November 12, 2025 [1] Group 1: Class Action Details - Investors who purchased V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6] - The lawsuit alleges that V.F. Corporation's management provided misleading information regarding the company's turnaround plans, particularly concerning the Vans brand [5] Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4] - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [4]

Accessibility StatementSkip Navigation NEW YORK, Oct. 24, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in V.F. Corporation ("V.F. Corporation" or the "Company") (NYSE: VFC) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of V.F. Corporation investors who were adversely affected by alleged securities fraud between October 30, 2023 and May 20, 2025. Follow the link below to get more information and be contacted by a member of our team: htt ...

Core Insights - V.F. Corporation (VFC) is expected to report year-over-year declines in both revenue and earnings for the second quarter of fiscal 2026, with revenues estimated at $2.73 billion, reflecting a 1% decrease from the previous year [1][9] - The consensus estimate for earnings is 42 cents per share, indicating a significant drop of approximately 30% compared to the same quarter last year [2][9] Revenue and Earnings Expectations - The anticipated revenue decline is attributed to brand-specific and structural challenges, with management forecasting a 2-4% decrease in revenues on a constant currency basis [3][9] - The Americas region, particularly Vans and Timberland, is under pressure, with expected revenue declines of 6.3% and 2.5% respectively for the second quarter [3][9] Operational Challenges - The fiscal second quarter will reflect the impact of previous store closures, exits from value channels, and inventory reductions, which are part of a strategy to reset the brand for profitable growth [4] - Increased promotions, input cost inflation, and currency fluctuations are likely to have negatively affected profitability, particularly for Vans and Timberland [5][9] Management Guidance - Management anticipates operating income between $260 million and $290 million, with gross margins expected to remain flat due to fewer discounts and healthy inventory levels [6] - Selling, General and Administrative (SG&A) expenses are projected to increase slightly year-over-year due to higher marketing investments and foreign currency headwinds [6] Strategic Initiatives - The company's transformation program, "Reinvent," aims to enhance brand focus and improve operational performance, with ongoing investments in digital and supply-chain capabilities [7] Valuation Metrics - VFC stock is currently trading at a forward price/earnings ratio of 16.92, which is lower than the industry average of 17.17 and significantly below its previous high of 32.49 [10] - Over the past three months, VFC shares have increased by 20.6%, while the industry has seen a growth of 62.9% [10]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased V.F. Corporation securities during the specified class period of the upcoming lead plaintiff deadline on November 12, 2025 [1]. Group 1: Class Action Details - Investors who bought V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The lawsuit alleges that V.F. Corporation's management provided misleading information regarding the company's turnaround plans, particularly concerning the Vans brand [5]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in this area [4]. - The firm has achieved significant settlements for investors, including over $438 million in 2019 alone, and has been recognized as a leader in securities class action settlements [4]. Group 3: Case Specifics - The lawsuit claims that V.F. Corporation's management concealed necessary actions that would impact the growth trajectory of the Vans brand, leading to investor damages when the truth was revealed [5].

Core Insights - V.F. Corporation (VFC) has experienced a significant decline in the growth trajectory of its Vans brand, with losses worsening from 8% to 20% in the fourth quarter of fiscal 2025, and this trend is expected to continue into the next quarter [3][4] - The company's share price fell by approximately 15.8%, from $14.43 to $12.15, following the announcement of disappointing financial results and guidance [3] Financial Performance - VFC reported a substantial decline in the Vans brand's performance, indicating a high single-digit revenue decline even without the deliberate actions taken to eliminate unprofitable businesses [3] - The company's fourth quarter and full-year fiscal 2025 results were below expectations, attributed to both deliberate actions and underlying issues in the brand's growth [3] Legal Action - A class action lawsuit has been filed on behalf of investors who purchased VFC securities between October 30, 2023, and May 20, 2025, alleging that the company made materially false and misleading statements regarding its turnaround plans for the Vans brand [4] - The lawsuit claims that significant reset actions were necessary for the Vans brand to return to growth, which were not disclosed to investors [4]

NEW YORK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of V.F. Corporation (NYSE: VFC). Shareholders who purchased shares of VFC during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/v-f-corporation-loss-submission-form/?id=173218&from=3 CLASS PERIOD: October 30, 2023 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to rising electricity prices and strained power grids [2][3] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, making it integral to America's future power strategy [7] - The company is noted for its capability in executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth opportunities without the associated premium [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off-the-radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potential for significant upside as it is linked to both AI and energy sectors [10][11] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and increased U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the importance of energy infrastructure in supporting this growth [12][13]