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Compared to Estimates, V.F. (VFC) Q1 Earnings: A Look at Key Metrics

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V.F. (VFC - Free Report) reported $1.67 billion in revenue for the quarter ended June 2026, representing a year-over-year decline of 5.2%. EPS of -$0.27 for the same period compares to -$0.24 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.67 billion, representing a surprise of -0.29%. The company delivered an EPS surprise of -22.73%, with the consensus EPS estimate being -$0.22.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how V.F. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenue- Americas: $895.5 million versus $940.14 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.5% change.
  • Geographic Revenue- Asia-Pacific/APAC: $262.7 million versus $266.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.4% change.
  • Geographic Revenue- Europe/EMEA: $511.1 million versus $503.14 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.3% change.
  • Revenue- Outdoor: $856.98 million compared to the $836.22 million average estimate based on five analysts. The reported number represents a change of +5.5% year over year.
  • Revenue- Active: $667.3 million versus the five-analyst average estimate of $659.39 million. The reported number represents a year-over-year change of -4.6%.
  • Revenue- All Other: $145.1 million compared to the $158.69 million average estimate based on four analysts.
  • Revenue by Brand- The North Face: $590.9 million versus $568.31 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6% change.
  • Revenue by Brand- Vans: $459.8 million versus $467.17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.7% change.
  • Revenue by Brand- Timberland: $266.1 million versus $258.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.
  • Revenue by Channel- Wholesale: $931 million compared to the $966.51 million average estimate based on two analysts. The reported number represents a change of -9.1% year over year.
  • Revenue by Channel- Direct-To-Consumer (DTC): $738.4 million compared to the $719.19 million average estimate based on two analysts. The reported number represents a change of +2.5% year over year.
  • Segment profit (loss)- Active: $47.41 million compared to the $50.59 million average estimate based on three analysts.

View all Key Company Metrics for V.F. here>>>

Shares of V.F. have returned +9.4% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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