V.F. Corporation
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V.F. Corporation, founded in 1899, is a portfolio of leading outdoor, active and workwear brands, including The North Face®, Vans®, Timberland® and Dickies®. VF is committed to providing consumers with innovative products that are rooted in performance and elevated design, while delivering sustainable and long-term value for its employees, communities and shareholders. Unless the context indicates otherwise, the terms "VF," the "Company," "we," "us," and "our" used herein refer to V.F. Corporation and its consolidated subsidiaries. All references to "Fiscal 2025" relate to VF's current fiscal year which ran from March 31, 2024 through March 29, 2025.
Unless otherwise noted, all discussion below, including amounts and percentages for all periods, reflect the results of operations and financial condition of VF’s continuing operations. As such, the Supreme® brand business that was sold on October 1, 2024 has been excluded.
Business Model
VF is diversified across brands, product categories, channels of distribution, geographies and consumer demographics. We own a broad portfolio of brands in the apparel, footwear and accessories categories. Our largest brands are The North Face®, Vans®, Timberland® and Dickies®.
Our products are marketed to consumers through our wholesale channel, primarily in specialty stores, national chains, mass merchants, department stores, independently-operated partnership stores and with strategic digital partners. Our products are also marketed to consumers through our own direct-to-consumer operations, which include VF-operated stores, concession retail stores, brand e-commerce sites and other digital platforms. Revenues from the direct-to-consumer business represented 44% of VF’s total Fiscal 2025 revenues. In addition to selling directly into international markets, many of our brands also sell products through licensees, agents and distributors. In Fiscal 2025, VF derived 51% of its revenues from the Americas, 34% from Europe and 15% from Asia-Pacific.
To provide products across multiple channels of distribution in different geographic areas, we rely on our global sourcing of finished goods from geographically diversified independent contractors. Our supply chain utilizes technologies for inventory replenishment that enable us to match our assortment of products to consumer demand. We have three main regional sourcing hubs, which helps to reduce lead times by establishing production closer to end consumption.
Transformation Strategy
During Fiscal 2024, VF introduced the Reinvent turnaround program, aimed to reinvent how the Company operates as an organization across its brands, geographies and integrated enterprise functions. Initial priorities included improving North America results, delivering the Vans® brand turnaround, reducing costs and strengthening the balance sheet. VF has made significant progress on these priorities with the creation of a global commercial organization which includes a newly established Americas regional platform, a reduction in debt by paying down a $1.0 billion term loan and $750.0 million in senior notes during Fiscal 2025, $300.0 million in gross cost savings and a complete reset of VF's Global Leadership Team.
In Fiscal 2025, VF initiated a second phase of Reinvent, which is focused on a return to growth and improvements to profitability. In doing so, the Company introduced a set of transformational workstreams focused on revenue growth, margin expansion and selling, general and administrative expense contraction. VF aims to generate between $500.0 and $600.0 million in net operating income expansion in Fiscal 2028.
In Fiscal 2025, VF also introduced "The VF Way", a set of standardized processes across brands and regions that will change how VF operates as a multi-brand portfolio company with products rooted in performance. "The VF Way" will allow VF to leverage its multi-brand competitive advantages to drive improved performance through a focus on elevated and innovated products that are designed and created for our consumers' needs.
VF's capital deployment priorities in the near-to-medium term will be focused on reducing leverage and reinvesting a portion of cost savings to drive profitable and sustainable growth.
Reportable Segments
VF's President and Chief Executive Officer is the Company's chief operating decision maker ("CODM"). The Company's individual global brands have been determined to be operating segments. The CODM allocates resources and assesses performance based on VF's operating segments. Global brands have been combined into reportable segments based on similar economic characteristics and qualitative factors. The reportable segments for financial reporting purposes have been identified as: Outdoor, Active and Work.
VF Corporation Fiscal 2025 Form 10-K 1
The following table summarizes VF’s brands by reportable segment:
| REPORTABLE SEGMENT | BRANDS | PRIMARY PRODUCTS | ||||||||||
| Outdoor | The North Face® | Performance and performance-inspired outdoor apparel, footwear, equipment, accessories | ||||||||||
Timberland® | Style-forward and weather-ready footwear, apparel, accessories | |||||||||||
Altra® | Performance-based footwear | |||||||||||
Smartwool® | Performance merino wool and other natural fibers-based apparel and accessories | |||||||||||
Icebreaker® | High performance apparel and accessories based on natural fibers | |||||||||||
| Active | Vans® | Youth culture/action sports-inspired footwear, apparel, accessories | ||||||||||
Kipling® | Handbags, luggage, backpacks, totes, accessories | |||||||||||
Napapijri® | Premium outdoor-inspired apparel, footwear, accessories | |||||||||||
Eastpak® | Backpacks, luggage | |||||||||||
JanSport® | Backpacks, luggage | |||||||||||
| Work | Dickies® | Performance and lifestyle workwear apparel and footwear | ||||||||||
Timberland PRO® | Protective work footwear, work and work-inspired lifestyle apparel | |||||||||||
Financial information regarding VF’s reportable segments is included in Note 21 to the consolidated financial statements.
Our Outdoor segment is a group of authentic outdoor-based lifestyle brands. Product offerings include performance and performance-inspired outdoor apparel, footwear, equipment and accessories.
The North Face® is the largest brand in our Outdoor segment. The North Face® brand features performance and performance-inspired apparel, outerwear, sportswear and footwear for men, women and children. Its equipment line includes tents, sleeping bags, backpacks and accessories. Many of
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Financial statements
data from SEC XBRL filings. Values are as-reported; restatements supersede originals. Values reported in .
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VF Corporation (together with its subsidiaries, collectively known as “VF” or the “Company”) uses a 52/53 week fiscal year ending on the Saturday closest to March 31 of each year. The Company's current fiscal year runs from March 30, 2025 through March 28, 2026 (“Fiscal 2026”). Accordingly, this Form 10-Q presents our third quarter of Fiscal 2026. For presentation purposes herein, all references to periods ended December 2025 and December 2024 relate to the fiscal periods ended on December 27, 2025 and December 28, 2024, respectively. References to March 2025 relate to information as of March 29, 2025.
All per share amounts are presented on a diluted basis and all percentages shown in the tables below and the following discussion have been calculated using unrounded numbers. References to the three and nine months ended December 2025 foreign currency amounts and impacts below reflect the changes in foreign exchange rates from the three and nine months ended December 2024 when translating foreign currencies into U.S. dollars. VF’s most significant foreign currency exposure relates to business conducted in euro-based countries. Additionally, VF conducts business in other developed and emerging markets around the world with exposure to foreign currencies other than the euro.
On September 15, 2025, VF entered into a definitive agreement with Bluestar Alliance LLC to sell the Dickies® brand business (“Dickies”). On November 12, 2025, VF completed the sale of Dickies. All references to the impact of Dickies divestiture below represent the difference between Dickies revenue recognized in the third quarter of Fiscal 2026 (through the date of sale) and the amount of Dickies revenue recognized in the third quarter of Fiscal 2025. The Company determined that the sale of Dickies did not represent a strategic shift that would have a major effect on the Company's operations and financial results, and therefore did not qualify for presentation as a discontinued operation. Refer to Note 4 to VF's consolidated financial statements for additional information on the divestiture.
In the first quarter of Fiscal 2026, VF realigned its reportable segments to reflect a change in how the Timberland® brand is managed and the chief operating decision maker's key areas of focus. VF began managing its Timberland® and Timberland PRO®
brands as one operating segment during the first quarter of Fiscal 2026. This operating segment has been aggregated with The North Face® brand in the Outdoor reportable segment and the Vans®, Kipling®, Eastpak® and Jansport® brands have been aggregated in the Active reportable segment. All other brands that have not been aggregated within the reportable segments described above, which do not meet the quantitative threshold to be disclosed as a separate reportable segment, have been grouped within an “All Other” category. This group includes the following brands: Dickies® (through the date of sale), Altra®, Smartwool®, Napapijri® and Icebreaker®. In the tables below, the Company has recast historical financial information to reflect the new reportable segments. These changes had no impact on previously reported consolidated results of operations. Refer to additional discussion in the “Information by Reportable Segment” section below and Note 15 to VF's consolidated financial statements.
On July 16, 2024, VF entered into a definitive Stock and Asset Purchase Agreement with EssilorLuxottica S.A. to sell the Supreme® brand business (“Supreme”). On October 1, 2024, VF completed the sale of Supreme. During the second quarter of Fiscal 2025, the Company determined that Supreme met the held-for-sale and discontinued operations accounting criteria. Accordingly, VF has reported the results of Supreme and the related cash flows as discontinued operations in the Consolidated Financial Statements, through the date of sale. These changes have been applied to all periods presented. In addition, interest expense and the related interest rate swap impact for the delayed draw Term Loan (“DDTL”), which totaled $31.1 million for the nine months ended December 2024, were allocated to discontinued operations due to the requirement within the DDTL Agreement, as amended, that the DDTL be prepaid upon the receipt of the net cash proceeds from the sale of Supreme. Refer to Note 4 to VF’s consolidated financial statements for additional information on discontinued operations.
Unless otherwise noted, amounts, percentages and discussion for all periods included below reflect the results of operations and financial condition from VF’s continuing operations.
Dickies Divestiture
As noted above, VF completed the sale of Dickies on November 12, 2025. In connection with the closing of the transaction, VF received proceeds of $600.5 million, net of cash sold and subject to post closing adjustments, and recorded an estimated pre-tax gain of $139.1 million. The estimated pre-tax gain was recorded in the other income (expense), net line item in the Consolidated Statements of Operations for both the three and nine months ended December 2025, and is subject to working capital and other customary adjustments.
Impact of Tariffs
In April 2025, the U.S. government announced broad-based, reciprocal tariffs on foreign imports. The implementation of some of the announced tariffs has been delayed, while some have taken effect. Additionally, in response, certain governments
have announced retaliatory tariffs on goods imported from the U.S. VF has a diversified sourcing country mix. Approximately 85% of products purchased for sale in the U.S. are sourced through Southeast Asia and Central and South America, with Vietnam, Bangladesh, Cambodia and Indonesia comprising the top four sourcing markets. Less than 2% of total U.S. products are sourced through China.
While the situation is dynamic and evolving, VF continues to analyze the impact of these tariffs on our business and is taking steps to mitigate our tariff exposure. Mitigation strategies include sourcing optimization, accelerating production and shipments into the U.S. during the period of delayed application of the reciprocal tariffs, negotiations with our vendors, and planned price increases. In Fiscal 2026, VF began paying reciprocal tariffs on product imported into the U.S. and, due to the timing of implementation of the mitigation strategies, gross
33 VF Corporation Q3 FY26 Form 10-Q
margin was negatively impacted (though not materially) in the third quarter of Fiscal 2026 and VF expects that will continue in the fourth quarter of Fiscal 2026. However, the duration and scope of the tariffs are difficult to predict, along with the extent to which VF will be able to offset the impact through our mitigation efforts.
Reinvent
On October 30, 2023, VF introduced Reinvent, a transformation program to enhance focus on brand-building and to improve operating performance and allow VF to achieve its full potential. The first announced steps in this transformation covered the following priorities: improve North America results, deliver the Vans® turnaround, reduce costs and strengthen the balance sheet.
In Fiscal 2025, the Company initiated the second phase of Reinvent, which is focused on a return to growth and improvements to profitability. In doing so, the Company initiated a set of transformational workstreams focused on revenue growth, margin expansion and selling, general and
administrative expense contraction. VF aims to generate between $500.0 and $600.0 million in net operating income expansion in Fiscal 2028 compared to the end of Fiscal 2024.
Reinvent restructuring charges in the three and nine months ended December 2025 were ($4.0) million and $17.6 million, respectively, and cumulative charges were $207.7 million since the inception of the program, which primarily included costs associated with severance and employee-related benefits and the impact of asset impairments and write-downs.
All restructuring actions related to Reinvent were substantially complete at the end of the first quarter of Fiscal 2026. In addition, as further discussed in Note 17 to VF's consolidated financial statements, VF has entered into a contract with a consulting firm to support Reinvent. Fees related to the contract consist of fixed fees for services performed and contingent fees tied to increases in VF’s stock price. Services provided under the contract were substantially complete by the end of the third quarter of Fiscal 2026 and contingent fees tied to increases in VF’s stock price will be measured through June 2027.
•Revenues increased 1% to $2.9 billion compared to the three months ended December 2024, including a 2% favorable impact from foreign currency.
•Outdoor segment revenues increased 8% to $1.9 billion compared to the three months ended December 2024, including a 3% favorable impact from foreign currency.
•Active segment revenues decreased 6% to $671.8 million compared to the three months ended December 2024, including a 3% favorable impact from foreign currency.
•Wholesale revenues decreased 1% compared to the three months ended December 2024, including a 4% favorable impact from foreign currency.
•Direct-to-consumer revenues increased 4% compared to the three months ended December 2024, including a 3% favorable impact from foreign currency.
•International revenues increased 2% compared to the three months ended December 2024, including a 6% favorable impact from foreign currency.
•Revenues in the Americas region increased 2% compared to the three months ended December 2024.
•Gross margin increased 30 basis points to 56.6% compared to the three months ended December 2024, primarily driven by favorable channel and business mix and lower product costs, partially offset by the negative impact of tariffs.
•Earnings per share was $0.76 compared to $0.43 in the 2024 period. The increase in earnings per share was primarily driven by the estimated gain related to the Dickies divestiture and lower Reinvent charges during the three months ended December 2025 compared to the three months ended December 2024.
The following table presents a summary of the changes in revenues for the three and nine months ended December 2025 from the comparable periods in 2024:
| (In millions) | Three Months Ended December | Nine Months Ended December | ||||||||||||
| Revenues — 2024 | $ | 2,833.9 | $ | 7,360.9 | ||||||||||
| Organic | 41.6 | (6.6) | ||||||||||||
| Impact of Dickies divestiture | (77.9) | (77.9) | ||||||||||||
| Impact of foreign currency | 78.2 | 162.8 | ||||||||||||
| Revenues — 2025 | $ | 2,875.8 | $ | 7,439.2 | ||||||||||
VF reported a 1% increase in revenues for both the three and nine months ended December 2025 compared to the 2024 periods, including a 2% favorable impact from foreign currency
for both periods. Increases in the Outdoor segment in both the three and nine months ended December 2025 and favorable impacts from foreign currency were partially offset by decreases
VF Corporation Q3 FY26 Form 10-Q 34
in the Active segment and decreased revenue due to the Dickies divestiture in the current quarter. In the three months ended December 2025, revenue increases in the Europe and Americas regions, including favorable impacts from foreign currency, were partially offset by decreases in the Asia-Pacific region. In the nine months ended December 2025, revenue increases in the
Europe region, including favorable impacts from foreign currency, were partially offset by decreases in the Asia-Pacific region.
Additional details on revenues are provided in the section titled “Information by Reportable Segment.”
The following table presents the percentage relationship to revenues for components of the Consolidated Statements of Operations:
| Three Months Ended December | Nine Months Ended December | |||||||||||||||||||||||||||||||
| 2025 | 2024 | 2025 | 2024 | |||||||||||||||||||||||||||||
| Gross margin (revenues less cost of goods sold) | 56.6 | % | 56.3 | % | 54.3 | % | 53.5 | % | ||||||||||||||||||||||||
| Selling, general and administrative expenses | 45.5 | 46.5 | 47.0 | 47.7 | ||||||||||||||||||||||||||||
| Impairment of goodwill and intangible assets | 1.1 | 1.8 | 0.4 | 0.7 | ||||||||||||||||||||||||||||
| Operating margin | 10.1 | % | 8.0 | % | 6.9 | % | 5.1 | % | ||||||||||||||||||||||||
Note: Amounts may not sum due to rounding.
Gross margin increased 30 and 80 basis points in the three and nine months ended December 2025, respectively, compared to the 2024 periods. The increase in the three months ended December 2025 was primarily driven by favorable channel and business mix and lower product costs, partially offset by the negative impact of tariffs. The increase in the nine months ended December 2025 was primarily driven by favorable foreign currency impacts, higher quality inventory and lower product costs, partially offset by the negative impact of tariffs.
Selling, general and administrative expenses as a percentage of total revenues decreased 100 and 70 basis points during the three and nine months ended December 2025, respectively, compared to the 2024 periods. Selling, general and administrative expenses decreased $9.8 million and $19.7 million in the three and nine months ended December 2025, respectively, compared to the 2024 periods. The decrease in the three months ended December 2025 was primarily due to cost savings from Reinvent, including lower administrative costs, partially offset by increases in direct-to-consumer and advertising costs. The decrease in the nine months ended December 2025 was primarily due to cost savings from Reinvent, including lower information technology costs, partially offset by a gain recognized from a sale leaseback transaction in June 2024. The decrease in both periods was also due to lower Reinvent restructuring charges and project-related costs.
VF recorded a goodwill impairment charge of $30.7 million related to the Napapijri reporting unit in the three and nine months ended December 2025. During the third quarter of Fiscal 2026, due to a recent downward revision in the Napapijri forward-looking financial projections, the Company determined that a triggering event had occurred requiring impairment testing of the Napapijri reporting unit goodwill and indefinite-lived trademark intangible asset. Recent leadership changes within the brand have resulted in strategic actions that are projected to deliver short- to medium-term revenue and profit reductions to support long-term growth of the brand. The goodwill impairment primarily related to the reduction in financial projections for Napapijri.
VF recorded an intangible asset impairment charge of $51.0 million related to the Dickies indefinite-lived trademark intangible asset in the three and nine months ended December 2024. During the third quarter of Fiscal 2025, due to the continued downturn in the Dickies financial results and projections, combined with expectations of a slower recovery
than previously anticipated, the Company determined that a triggering event had occurred requiring impairment testing of the Dickies indefinite-lived trademark intangible asset. The indefinite-lived trademark intangible asset impairment primarily related to the reduction in financial projections for Dickies.
Net interest expense remained relatively flat during the three and nine months ended December 2025, compared to the 2024 periods, as unfavorable foreign currency impacts were offset by the March 2025 early redemption of $750.0 million in aggregate principal amount of its outstanding 2.400% Senior Notes due in April 2025. Total outstanding debt averaged $4.8 billion in the nine months ended December 2025 and $5.0 billion in the same period in 2024, with weighted average interest rates of 3.2% and 3.3% in the nine months ended December 2025 and 2024, respectively.
Other income (expense), net increased $101.0 million and $106.2 million during the three and nine months ended December 2025, respectively, compared to the 2024 periods. Other income (expense), net included the estimated pre-tax gain on the sale of Dickies of $139.1 million in both the three and nine months ended December 2025. Other income (expense), net also included non-cash pension settlement charges of $34.0 million in the three and nine months ended December 2025, respectively, related to lump-sum payments of retirement benefits due to the termination of the U.S. qualified plan. The termination of the plan is expected to be completed in Fiscal 2026 and VF currently estimates that total non-cash settlement charges will be between $200.0 and $300.0 million.
The effective income tax rate for the nine months ended December 2025 was 25.8% compared to 16.1% in the 2024 period. The nine months ended December 2025 included a net discrete tax expense of $4.0 million, which was comprised primarily of a $7.3 million tax expense related to stock compensation and a $4.2 million net tax benefit related to unrecognized tax benefits and interest. Excluding the $4.0 million net discrete tax expense in the 2025 period, the effective income tax rate would have been 25.0%. The nine months ended December 2024 included a net discrete tax benefit of $1.9 million, which was comprised primarily of a $5.8 million net tax benefit related to unrecognized tax benefits and interest and a $5.9 million tax expense related to stock compensation. Excluding the $1.9 million net discrete tax benefit in the 2024 period, the effective income tax rate would have been 16.8%.
35 VF Corporation Q3 FY26 Form 10-Q
Without discrete items, the effective income tax rate for the nine months ended December 2025 increased by 8.2% compared with the 2024 period primarily due to an increase in tax rates on foreign earnings.
As a result of the above, income from continuing operations in the three months ended December 2025 was $300.8 million ($0.76 per diluted share) compared to $169.1 million ($0.43 per
diluted share) in the 2024 period, and income from continuing operations in the nine months ended December 2025 was $374.2 million ($0.95 per diluted share) compared to $219.6 million ($0.56 per diluted share) in the 2024 period. Refer to additional discussion in the “Information by Reportable Segment” section below.
As discussed above, VF realigned its reportable segments during the first quarter of Fiscal 2026. VF's new reportable segments are Outdoor and Active. We have included an “All Other” category in the revenues table below for purposes of reconciliation of total revenues. “All Other” includes the following brands: Dickies® (through the date of sale), Altra®, Smartwool®, Napapijri® and Icebreaker®, which do not meet the quantitative threshold to be disclosed as a separate reportable segment. The Company has recast historical financial information to reflect the new reportable segments. These changes had no impact on previously reported consolidated results of operations.
The primary financial measures used by management to evaluate the financial results of VF's reportable segments are segment revenues and segment profit. Segment profit (loss) comprises the operating income and other income (expense), net line items of each segment.
Refer to Note 15 to the consolidated financial statements for a summary of results of operations by segment, along with a reconciliation of segment profit (loss) to income from continuing operations before income taxes.
The following tables present a summary of the changes in revenues and segment profit (loss) in the three and nine months ended December 2025 from the comparable periods in 2024 and revenues by region for our Top 3 brands for the three and nine months ended December 2025 and 2024:
Revenues:
| Three Months Ended December | ||||||||||||||||||||||||||||||
| (In millions) | Outdoor Segment | Active Segment | All Other | Total | ||||||||||||||||||||||||||
| Revenues — 2024 | $ | 1,780.3 | $ | 716.5 | $ | 337.1 | $ | 2,833.9 | ||||||||||||||||||||||
| Organic | 92.0 | (62.5) | 12.1 | 41.6 | ||||||||||||||||||||||||||
| Impact of Dickies divestiture | — | — | (77.9) | (77.9) | ||||||||||||||||||||||||||
| Impact of foreign currency | 53.7 | 17.8 | 6.7 | 78.2 | ||||||||||||||||||||||||||
| Revenues — 2025 | $ | 1,926.0 | $ | 671.8 | $ | 278.0 | $ | 2,875.8 | ||||||||||||||||||||||
| Nine Months Ended December | ||||||||||||||||||||||||||||||
| (In millions) | Outdoor Segment | Active Segment | All Other | Total | ||||||||||||||||||||||||||
| Revenues — 2024 | $ | 4,100.6 | $ | 2,317.8 | $ | 942.5 | $ | 7,360.9 | ||||||||||||||||||||||
| Organic | 198.4 | (226.8) | 21.8 | (6.6) | ||||||||||||||||||||||||||
| Impact of Dickies divestiture | — | — | (77.9) | (77.9) | ||||||||||||||||||||||||||
| Impact of foreign currency | 103.0 | 41.3 | 18.5 | 162.8 | ||||||||||||||||||||||||||
| Revenues — 2025 | $ | 4,402.0 | $ | 2,132.3 | $ | 904.9 | $ | 7,439.2 | ||||||||||||||||||||||
Note: Amounts may not sum due to rounding.
VF Corporation Q3 FY26 Form 10-Q 36
Segment Profit:
| Three Months Ended December | ||||||||||||||||||||||||
| (In millions) | Outdoor Segment | Active Segment | Total | |||||||||||||||||||||
| Segment profit— 2024 | $ | 389.2 | $ | 6.7 | $ | 395.8 | ||||||||||||||||||
| Organic | 6.7 | (12.9) | (6.2) | |||||||||||||||||||||
| Impact of foreign currency | 11.8 | 1.6 | 13.5 | |||||||||||||||||||||
| Segment profit (loss) — 2025 | $ | 407.7 | $ | (4.6) | $ | 403.1 | ||||||||||||||||||
| Nine Months Ended December | ||||||||||||||||||||||||
| (In millions) | Outdoor Segment | Active Segment | Total | |||||||||||||||||||||
| Segment profit— 2024 | $ | 594.4 | $ | 171.6 | $ | 766.0 | ||||||||||||||||||
| Organic | 53.0 | (59.9) | (6.9) | |||||||||||||||||||||
| Impact of foreign currency | 18.8 | 6.3 | 25.1 | |||||||||||||||||||||
| Segment profit — 2025 | $ | 666.2 | $ | 118.0 | $ | 784.2 | ||||||||||||||||||
Note: Amounts may not sum due to rounding.
| Top Brand Revenues: | ||||||||||||||||||||||||||
| Three Months Ended December 2025 | ||||||||||||||||||||||||||
| (In millions) | The North Face® | Vans® | Timberland® | Total | ||||||||||||||||||||||
| Americas | $ | 659.2 | $ | 382.4 | $ | 286.6 | $ | 1,328.2 | ||||||||||||||||||
| Europe | 448.9 | 128.4 | 210.0 | 787.3 | ||||||||||||||||||||||
| Asia-Pacific | 248.3 | 46.8 | 73.1 | 368.2 | ||||||||||||||||||||||
| Global | $ | 1,356.3 | $ | 557.6 | $ | 569.7 | $ | 2,483.6 | ||||||||||||||||||
| Three Months Ended December 2024 | ||||||||||||||||||||||||||
| (In millions) | The North Face® | Vans® | Timberland® | Total | ||||||||||||||||||||||
| Americas | $ | 574.0 | $ | 412.4 | $ | 262.6 | $ | 1,249.0 | ||||||||||||||||||
| Europe | 427.6 | 136.9 | 185.7 | 750.2 | ||||||||||||||||||||||
| Asia-Pacific | 251.7 | 58.3 | 78.7 | 388.7 | ||||||||||||||||||||||
| Global | $ | 1,253.3 | $ | 607.6 | $ | 527.0 | $ | 2,387.9 | ||||||||||||||||||
| Nine Months Ended December 2025 | ||||||||||||||||||||||||||
| (In millions) | The North Face® | Vans® | Timberland® | Total | ||||||||||||||||||||||
| Americas | $ | 1,376.9 | $ | 1,046.2 | $ | 637.2 | $ | 3,060.3 | ||||||||||||||||||
| Europe | 1,072.5 | 456.9 | 527.0 | 2,056.4 | ||||||||||||||||||||||
| Asia-Pacific | 621.4 | 159.4 | 166.9 | 947.7 | ||||||||||||||||||||||
| Global | $ | 3,070.8 | $ | 1,662.5 | $ | 1,331.1 | $ | 6,064.4 | ||||||||||||||||||
| Nine Months Ended December 2024 | ||||||||||||||||||||||||||
| (In millions) | The North Face® | Vans® | Timberland® | Total | ||||||||||||||||||||||
| Americas | $ | 1,289.9 | $ | 1,165.9 | $ | 574.7 | $ | 3,030.5 | ||||||||||||||||||
| Europe | 988.3 | 493.9 | 479.5 | 1,961.7 | ||||||||||||||||||||||
| Asia-Pacific | 590.6 | 197.1 | 177.6 | 965.3 | ||||||||||||||||||||||
Next expected filings
- ~2026-05-21 10-K expected by 2026-05-27 (in 1 day)
- ~2026-07-28 10-Q expected by 2026-08-05 (in 69 days)
- ~2026-10-26 10-Q expected by 2026-11-03 (in 159 days)
- ~2027-01-26 10-Q expected by 2027-02-03 (in 251 days)
Predicted from historical filing cadence; not an SEC commitment.
Recent SEC filings
- 2026-01-28 10-Q Quarterly Report
- 2026-01-28 8-K Officer/Director Change
- 2026-01-28 8-K Earnings Release; Regulation FD Disclosure; Financial Statements and Exhibits
- 2026-01-08 8-K Other Events; Financial Statements and Exhibits
- 2025-10-28 10-Q Quarterly Report
- 2025-10-28 8-K Earnings Release; Regulation FD Disclosure; Financial Statements and Exhibits
- 2025-08-27 8-K Material Agreement Entered; Material Agreement Terminated; Material Financial Obligation; Financial Statements and Exhibits
- 2025-07-30 10-Q Quarterly Report
- 2025-07-30 8-K Earnings Release; Regulation FD Disclosure; Other Events; Financial Statements and Exhibits
- 2025-05-30 8-K Officer/Director Change
- 2025-05-22 10-K Annual Report
- 2025-05-21 8-K Material Agreement Entered; Material Financial Obligation; Financial Statements and Exhibits
- 2025-05-21 8-K Earnings Release; Regulation FD Disclosure; Financial Statements and Exhibits
- 2025-04-03 8-K Officer/Director Change
- 2025-03-27 8-K Officer/Director Change