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Vans parent VF Corp beats quarterly estimates on strong demand amid tariff pressure
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Vans parent VF Corp beats quarterly estimates on strong demand amid tariff pressure
Oct 28, 2025 4:24 AM

Oct 28 (Reuters) - Vans parent VF Corp ( VFC ) posted

better-than-expected results for the second quarter on Tuesday,

helped by strong demand for its footwear, bags and lifestyle

apparel, even as economic uncertainty looms.

Shares of the Denver, Colorado-based company were up about

4% in premarket trading.

The Timberland maker's upbeat results come against a

backdrop of mounting pressure across the U.S. retail sector,

where apparel and accessories companies are struggling to keep

up with the impact of tariffs imposed by President Donald Trump.

The tariffs have disrupted key sourcing regions such as

Vietnam and Indonesia, which are critical to the global supply

chain for sportswear and apparel.

VF Corp ( VFC ), which sources the majority of its products from

Southeast Asia and the Americas, has responded by ramping up

production and shipments, working with suppliers to manage

costs, and considering pricing strategies to offset the impact.

The company's latest collections across brands helped boost

sales, with revenue for the North Face brand rising 6% in the

reported quarter, while Timberland surged 7%. Vans, however,

declined 9% from a year earlier, though the drop moderated from

the 14% fall in the prior quarter.

The company's revenue of $2.80 billion for the quarter ended

September 27, beat analysts' estimate of $2.74 billion,

according to data compiled by LSEG.

It posted a quarterly adjusted profit of 52 cents per share

versus an estimated profit of 43 cents per share.

In September, the company announced plans to sell its

workwear brand Dickies for $600 million in cash to brand

management company Bluestar Alliance as a turnaround move to

navigate through rising economic uncertainty.

The apparel retailer, however, expects third-quarter

revenue, excluding Dickies, to fall between 3% and 1%, compared

with estimates of a 1.54% rise, according to data compiled by

LSEG.

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