V.F. Q4 Earnings Call Highlights

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MarketBeat

Wed, May 20, 2026 astatine 11:05 AM CDT 8 min read

Key Points

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V.F. reported a beardown fiscal 2026 finish, with fourth-quarter gross of $2.2 cardinal topping expectations and full-year income returning to maturation for the archetypal clip successful 3 years. Operating borderline improved to 7%, and nett debt/leverage declined significantly.
Growth was led by The North Face, Timberland and Altra, portion Vans remains the main turnaround project. The North Face and Timberland continued posting gains, and Vans showed encouraging Americas direct-to-consumer betterment adjacent arsenic planetary income fell.
The institution reinstated fiscal 2027 guidance for 1% to 2% constant-currency gross maturation and astir 8% operating margin, portion besides targeting little leverage and improved currency flow. Management said tariff and geopolitical pressures stay risks, but outgo actions are expected to offset astir of the impact.

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V.F. (NYSE:VFC) executives said the apparel and footwear institution ended fiscal 2026 with improving income trends, wider margins and little leverage, portion reinstating yearly guidance for fiscal 2027.

President and CEO Bracken Darrell said the institution “finished this twelvemonth strong” and exceeded its fourth-quarter guidance. He said VF returned to full-year income maturation for the archetypal clip successful 3 years and that 70% of the company’s portfolio is present growing, compared with 43% successful fiscal 2024 erstwhile including Dickies.

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“Our portfolio is getting healthier,” Darrell said, adding that operating borderline expanded to 7% successful fiscal 2026, up 220 ground points from fiscal 2024. He besides pointed to balance-sheet progress, saying nett indebtedness excluding lease liabilities fell from $5.8 cardinal to $2.7 cardinal implicit 3 years, portion leverage declined from 5.1 times to 2 times connected that basis.

Fourth-Quarter Sales Beat Expectations

EVP and CFO Paul Vogel said fourth-quarter gross was $2.2 billion, up 3% from a twelvemonth earlier and supra the company’s guidance for level to 2% growth. He said wholesale demand, led by The North Face, helped thrust the stronger-than-expected performance.

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By brand, The North Face gross roseate 7%, led by double-digit maturation successful the Americas. Vans declined 5%, successful enactment with expectations, including astir a 2-point payment from earlier wholesale orders. Timberland roseate 2%, marking its sixth consecutive 4th of growth.

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