Overview

* VF Corp ( VFC ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $2.80 $2.73

Revenue bln bln (19

Analysts

)

Q2 Beat $0.52 $0.42

Adjusted (19

EPS Analysts

)

Q2 EPS $0.48

Press Release:

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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.)