Description

VF Corporation Fights Back: A New Tariff Strategy Aims to Save $270 Million—Will It Be Enough?

V.F. Corporation’s latest earnings discussion sheds light on their ongoing transformation and strategic initiatives intended to reposition the company for growth amidst a backdrop of mixed performance across its portfolio of brands. The company reported its fiscal Q1 2026 results, noting that revenue was $1.8 billion, which is flat on a reported basis but down 2% in constant dollars, exceeding their guidance expectations. The North Face and Timberland showed positive growth of 5% and 9% respectively, while Vans continued to struggle with sales dropping by 15%, largely due to channel restructuring efforts.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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