V.F. Corporation (VFC) Q4 2026 Earnings Call Transcript

2026-05-20 20:05

Q4: 2026-05-20 Earnings Summary

EPS of $0.00 beats by $0.01

 | Revenue of $2.17B (1.04% Y/Y) beats by $38.55M

V.F. Corporation (VFC) Q4 2026 Earnings Call May 20, 2026 8:00 AM EDT

Company Participants

Allegra Perry – Vice President of Investor Relations
Bracken Darrell – President, CEO & Director
Abhishek Dalmia – Executive VP & COO
Paul Vogel – EVP & CFO

Conference Call Participants

Michael Binetti – Evercore Inc.
Janine Hoffman Stichter – BTIG, LLC, Research Division
Laurent Vasilescu – BNP Paribas, Research Division
Brooke Roach – Goldman Sachs Group, Inc., Research Division
Irwin Boruchow – Wells Fargo Securities, LLC, Research Division
Jay Sole – UBS Investment Bank, Research Division
Samuel Poser – Williams Trading, LLC, Research Division
Anna Andreeva – Piper Sandler & Co., Research Division
Lorraine Maikis – BofA Securities, Research Division
Blake Anderson – Jefferies LLC, Research Division

Presentation

Operator

Ladies and gentlemen, thank you for joining us, and welcome to the V.F. Corporation Fourth Quarter and Full Year Fiscal ’26 Earnings Call. [Operator Instructions]

I will now hand the conference over to Allegra Perry, Vice President of Investor Relations. Please go ahead.

Allegra Perry
Vice President of Investor Relations

Hello, everyone. Coming to you live from Vans headquarters in sunny Southern California. Welcome to V.F. Corporation’s Fourth Quarter Fiscal 2026 Conference Call. On today’s call, we will make forward-looking statements. These statements are based on current expectations and are subject to uncertainties that could cause actual results to differ materially. These uncertainties are detailed in documents filed regularly with the SEC.

Unless we say otherwise, amounts that are referred to on today’s call are all on an adjusted constant dollar continuing operations and excluding Dickies basis, which we’ve defined in the presentation that was posted this morning on our Investor Relations website. We use those as lead numbers in our discussion as we believe they more accurately represent the true operational performance and underlying results of our business.

We may also refer to reported

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