VF Corp

VFC: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	X@	LOCK\|#r	LOCK\|J#N$%p

VF Earnings: Turnaround Is Unsteady but Signs of Progress; Shares Very Undervalued

David Swartz

Jul 30, 2025

VF had flat sales in fiscal 2026's first quarter as Vans' 14% sales drop was offset by respective sales increases of 6% and 11% from The North Face and Timberland. The firm's adjusted gross margin rose 290 basis points to 54.1%, and its adjusted operating margin was negative 3.2%.

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VF Corp

VF Earnings: Turnaround Is Unsteady but Signs of Progress; Shares Very Undervalued

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