VF Corp Beats Q1 Guidance, Raises FY'27 Revenue Outlook, and Names New CFO
VFC sits 54% above its 52-week low of $11.105.
Summary
VF Corp reported Q1'27 results ahead of guidance, raised its full-year revenue outlook, and announced that COO Abhishek Dalmia will take on the additional role of CFO, replacing Paul Vogel.
Updates
· SEC 10-Q — Q1 net loss was $97.2 million, or $0.25 per share, on revenue of $1.67 billion. Tariff refund receivable was $100.8 million as of June 2026, down from $149.7 million in March.
· ShareCast — Shares fell 17.6% to $15.03 after adjusted Q1 loss of $0.27 per share missed the $0.22 consensus. CFO Paul Vogel is departing after two years; COO Abhishek Dalmia adds the CFO role.
· Dow Jones Newswires — Q1 adjusted loss was 27 cents per share, wider than the 22-cent consensus, on revenue of $1.67B. Vans global wholesale declines offset DTC growth; shares fell 6.8% premarket.
Key Events · Earnings and Guidance · VFC
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Q1 Revenue Beats Guidance
Revenue ex-Dickies was flat in constant currency, ahead of guidance for a low-single-digit decline. The North Face grew 4% constant currency, Timberland 3%, while Vans declined 9%.
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FY'27 Revenue Outlook Raised
Full-year revenue growth guidance raised to +2% or better constant currency, up from +1% to +2% previously, driven by better visibility into the second half.
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CFO Transition Announced
Abhishek Dalmia, currently COO, will become CFO effective August 1, 2026. Outgoing CFO Paul Vogel will stay in an advisory role during the transition.
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Quarterly Dividend Maintained
Board declared a quarterly dividend of $0.09 per share, payable September 17, 2026 to shareholders of record September 10.
Analysis · VFC · Manufacturing
VF Corp delivered Q1'27 results ahead of its own guidance, with revenue ex-Dickies flat in constant currency versus an expected low-single-digit decline. The beat was driven by strength at The North Face and Timberland, offsetting continued Vans wholesale weakness. Management raised its full-year revenue outlook to +2% or better constant currency, signaling improving visibility into the back half. Simultaneously, the company announced a CFO transition: COO Abhishek Dalmia will add the CFO role, while Paul Vogel departs. The combination of an earnings beat, raised guidance, and a leadership change makes this a notable update for a $7.2B apparel company navigating a multi-year turnaround.
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In the 30 days to Oct 2, 2026, 36.3% of the 1065 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, VFC was trading at $17.12 on NYSE in the Manufacturing sector, with a market capitalization of approximately $7.2B. The 52-week trading range was $11.11 to $22.27. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.