Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In V.F. Corporation (VFC) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in VFC between October 30, 2023, to May 20, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- What’s Happening ...

Barclays maintains an "Overweight" rating for V.F. Corporation (NYSE:VFC), indicating confidence in the stock's future performance.VFC reports a 2% increase in revenues to $2.8 billion and an adjusted earnings per share of $0.52, surpassing estimates.The company's Reinvent program focuses on cost savings and enhancing operating margins, despite a year-over-year decline in earnings.V.F. Corporation (NYSE:VFC) is a global leader in branded lifestyle apparel, footwear, and accessories, owning popular brands li ...

However, on a constant dollar basis, revenue at VF Corp declined by 1% YoY. This still surpassed the company’s previously stated guidance, which forecast a decline of between 2% to 4%. VF Corp president and CEO Bracken Darrell said during the earnings call: "We delivered on our commitments and we made further progress on our turnaround, and we delivered this performance despite, admittedly, a pretty uncertain and unpredictable environment around the world.” VF Corp’s overall Q2 performance The US-based ...

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: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [4] - Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company at the time, and has recovered hundreds of millions for investors [4] Group 3: Case Specifics - The lawsuit claims that V.F. Corporation's management concealed the need for significant reset actions to return the Vans brand to growth, which negatively impacted revenue growth [5]

Core Insights - V.F. Corp. reported Q2'26 earnings on October 28, exceeding expectations on both revenue and earnings per share [1] - Despite the positive earnings report, the stock experienced an approximate 8% decline as investors sold off shares [1] Financial Performance - The company achieved better-than-expected results for both top and bottom lines in Q2'26 [1] - Specific financial metrics were not detailed in the provided content, but the overall performance indicates strong operational results [1] Market Reaction - Following the earnings announcement, V.F. Corp.'s stock price fell by around 8%, suggesting a negative market reaction despite the strong earnings [1]

Core Insights - V.F. Corp. reported Q2'26 earnings on October 28, exceeding expectations on both revenue and earnings [1] - Despite the positive earnings report, the stock experienced an approximate 8% decline as investors sold off shares [1] Financial Performance - The company's Q2'26 results were significantly better than anticipated, indicating strong operational performance [1] - The stock's decline post-earnings suggests market reactions may not align with the reported financial success [1]

Core Insights - V.F. Corporation (VFC) reported second-quarter fiscal 2026 results with a sales and earnings beat, although earnings fell year over year while revenues increased [1][9] - The company is progressing with its Reinvent program, aiming for cost savings and improved operating profitability [1][12] Financial Performance - Adjusted earnings per share were 52 cents, exceeding the Zacks Consensus Estimate of 42 cents, but down from 60 cents a year earlier [2][9] - Net revenues reached $2.80 billion, a 2% increase year over year, surpassing the consensus estimate of $2.73 billion [2][9] - The adjusted gross margin remained flat year over year at 52.2% [2] Revenue Breakdown - Revenues in the Americas fell 1% year over year, while EMEA revenues increased by 6% on a reported basis [3] - APAC revenues decreased by 2% on both reported and constant-currency bases [3] - Wholesale revenues rose 3% on a reported basis, while direct-to-consumer revenues declined by 1% year over year [4] Segment Performance - The Outdoor segment saw a 6% year-over-year revenue increase to $1,663 million, while the Active segment's revenues declined by 8% to $760.8 million [6] - The All-Other segment reported a 3% revenue gain year over year to $378.5 million [6] Financial Position - VFC ended the fiscal second quarter with cash and cash equivalents of $419.1 million and long-term debt of $3.54 billion [7] - The company announced a quarterly dividend of nine cents per share, payable on December 18, 2025 [7] Reinvent Program - In the first half of fiscal 2026, VFC spent $46.3 million on its Reinvent transformation program, primarily for severance and consulting costs [8] - The program has led to a net tax benefit of $10.3 million and total restructuring charges of $211.7 million [10] Future Outlook - For Q3 fiscal 2026, VFC expects revenues to decline by 1-3% in constant currency compared to the prior year [11] - Adjusted operating income is projected to be between $275 million and $305 million, with a likely decrease in adjusted gross margin year over year [11] - For fiscal 2026, VFC anticipates increases in adjusted operating income and operating cash flow, reflecting ongoing progress under the Reinvent program [12]

Financial Performance - Total revenues for the three months ended September 2025 were $2,802,706, an increase of 1.6% compared to $2,757,948 in September 2024[11]. - Operating income for the three months ended September 2025 was $312,620, up 14.1% from $273,903 in the same period last year[11]. - Net income for the three months ended September 2025 was $189,765, compared to a net income of $52,178 in September 2024, representing a significant increase[11]. - Comprehensive income for the three months ended September 2025 was $203,148, compared to $35,225 in the same period last year[14]. - Net income for the six months ended September 2025 was $73,357,000, a significant improvement compared to a net loss of $206,708,000 in the same period of 2024[17]. - Income from continuing operations, net of tax, increased to $73,357,000 from $50,482,000 year-over-year[17]. - Earnings per share for continuing operations were $0.49 for the three months ended September 2025, compared to $0.52 in September 2024[11]. - Income from continuing operations for the three months ended September 2025 was $189.8 million ($0.48 per diluted share), compared to $202.5 million ($0.52 per diluted share) in the 2024 period[155]. Assets and Liabilities - Total current assets as of September 2025 were $5,118,868, an increase from $3,786,098 in March 2025[9]. - Total liabilities increased to $9,166,269 as of September 2025, compared to $7,890,177 in March 2025[9]. - The company’s total assets were $10,644,124 as of September 2025, down from $12,219,638 in September 2024[9]. - Total inventories as of September 2025 were $1.855 billion, a decrease from $2.083 billion in September 2024[62]. - The balance of common stock shares increased to 390,712,620 as of September 2025, up from 389,283,419 in September 2024[24]. - Working capital increased to $1,360.1 million as of September 2025, compared to $1,088.2 million in March 2025[184]. - The net debt to total capital ratio was 79.4% as of September 2025, an increase from 76.8% in March 2025[185]. Cash Flow and Expenditures - Cash used by operating activities for continuing operations was $(372,468,000), compared to $(301,823,000) in the prior year, indicating increased cash outflow[17]. - Total cash, cash equivalents, and restricted cash at the end of the period was $435,504,000, down from $514,630,000 at the end of September 2024[20]. - Cash and cash equivalents decreased to $419,115 as of September 2025 from $492,164 in September 2024[9]. - The company paid cash dividends of $(70,312,000) during the period, slightly up from $(70,048,000) in the prior year[17]. - The Company paid cash dividends of $0.09 and $0.18 per share during the three and six months ended September 2025, respectively, and declared a cash dividend of $0.09 per share for Q3 Fiscal 2026[204]. Segment Performance - Wholesale revenues for the Outdoor segment reached $1.21 billion for the three months ended September 2025, compared to $1.14 billion in the same period of 2024, reflecting a growth of 6.0%[47]. - Direct-to-consumer revenues for the Active segment were $376.8 million for the three months ended September 2025, a decrease from $413.7 million in the same period of 2024[47]. - The Americas generated $1.34 billion in total revenues for the three months ended September 2025, compared to $1.36 billion in the same period of 2024, indicating a slight decline[47]. - Outdoor segment revenues increased to $1,663,479,000 in September 2025 from $1,566,722,000 in September 2024, reflecting a growth of 6.2%[103][104]. - Active segment revenues decreased to $760,750,000 in September 2025 from $824,536,000 in September 2024, a decline of 7.8%[103][104]. - Segment profit for the Outdoor segment was $300,740,000 for the three months ended September 2025, up from $278,138,000 in the same period of 2024, an increase of 8.2%[103][104]. Accounting and Compliance - The company is evaluating the impact of new accounting standards on its disclosures, including those related to income taxes and expense disaggregation[40][41]. - The ABL Credit Facility includes a financial covenant requiring a Fixed Charge Coverage Ratio of at least 1.00 to 1.00, applicable only if Global Excess Availability falls below $100.0 million[74]. - The Company has chosen accounting policies that accurately report operating results and financial position in conformity with generally accepted accounting principles[207]. - Significant accounting policies are summarized in Note 1 to the consolidated financial statements included in the Fiscal 2025 Form 10-K[207]. - There have been no material changes in the Company's accounting policies from those disclosed in the Fiscal 2025 Form 10-K[207]. Restructuring and Transformation - VF introduced the Reinvent transformation program, with 74% of total charges related to severance and employee-related benefits, totaling $49.9 million in cash payments during the six months ended September 2025[125]. - VF's restructuring charges related to Reinvent for the six months ended September 2025 totaled $21.6 million, with cumulative charges since inception amounting to $211.7 million[126]. - The company entered into a definitive agreement to sell the Dickies brand business for $600.0 million in cash on September 15, 2025[137]. Market and Economic Conditions - VF expects to recognize $51.2 million of fixed consideration related to future minimum guarantees under licensing agreements through March 2031[44]. - Approximately 85% of products purchased for sale in the U.S. are sourced through Southeast Asia and Central and South America, with less than 2% sourced from China[138]. - The company expects gross margin to be negatively impacted (though not materially) throughout the second half of Fiscal 2026 due to the implementation of tariffs[140].

For the quarter ended September 2025, V.F. (VFC) reported revenue of $2.8 billion, up 1.6% over the same period last year. EPS came in at $0.52, compared to $0.60 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.73 billion, representing a surprise of +2.72%. The company delivered an EPS surprise of +23.81%, with the consensus EPS estimate being $0.42.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Group 1: Earnings Performance - V.F. reported quarterly earnings of $0.52 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, but down from $0.60 per share a year ago, representing an earnings surprise of +23.81% [1] - The company posted revenues of $2.8 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.72%, compared to revenues of $2.76 billion a year ago [2] Group 2: Stock Performance and Outlook - V.F. shares have declined approximately 22.6% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.56 on revenues of $2.88 billion, and for the current fiscal year, it is $0.74 on revenues of $9.57 billion [7] Group 3: Industry Context - The Textile - Apparel industry, to which V.F. belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, indicating potential challenges for stock performance [8]