VF Corp Surpasses Q2 Expectations Due to Robust Back-to-School and Wholesale Orders

VF Corp announced earnings of $2.8bn for the second three-month period of fiscal year 2026 (Q2 FY26), a 2% rise compared to the prior year (YoY), exceeding anticipations due to robust back-to-school trading and initial wholesale orders.

Revenue of The North Face brand increased by 4%, on a constant dollar basis, in Q2 FY26. Credit: JHVEPhoto/Shutterstock.com.

However, using constant currency, VF Corp’s revenue decreased by 1% YoY. This still eclipsed the company’s previously shared forecast, which anticipated a drop ranging from 2% to 4%.

VF Corp president and CEO Bracken Darrell stated during the earnings conference: “We accomplished our objectives and we achieved additional advancement on our recovery, and we provided this outcome even with, admittedly, a fairly volatile and unpredictable environment across the globe.”

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VF Corp’s overall Q2 performance

The US-based fashion and shoe company declared operating profit of $313m and adjusted operating profit of $330m for the quarter concluding 27 September 2025.

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