Lifestyle clothing conglomerate VF Corp (NYSE: VFC) will be reporting earnings this Wednesday before market open. Here’s what to expect.
VF Corp beat analysts’ revenue expectations last quarter, reporting revenues of $2.82 billion, up 4.4% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
Is VF Corp a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting VF Corp’s revenue to grow 6% year on year, a reversal from the 10.8% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.
Looking at VF Corp’s peers in the consumer discretionary - apparel and accessories segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Figs delivered year-on-year revenue growth of 28%, beating analysts’ expectations by 4.7%, and Carter's reported revenues up 8.1%, topping estimates by 3.2%. Figs traded down 24.3% following the results while Carter's was up 7.2%.
Read our full analysis of Figs’s results here and Carter’s results here.
Late 2025's AI disruption anxiety drove a defensive rotation, but by spring 2026 the US-Iran conflict had become the dominant story, proving that markets rarely dwell on one narrative for long. While some of the consumer discretionary - apparel and accessories stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.9% on average over the last month. VF Corp is down 21.2% during the same time and is heading into earnings with an average analyst price target of $21 (compared to the current share price of $16.95).
ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.
These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
