VF Corporation stock falls as weak Vans results weigh

VF Corporation (ISIN US9255241033) traded at USD 12.77 on the New York Stock Exchange on September 21, 2026, according to a recent market summary. The latest quarterly figures show revenue of USD 1.67 billion, quarterly EPS of negative USD 0.27, and a 5.2 percent year-over-year revenue decline.

Revenue beat did not ease pressure

According to MarketBeat on September 21, 2026, VF Corporation reported revenue of USD 1.67 billion for the quarter announced on July 29, 2026, compared with USD 1.64 billion expected. Revenue nevertheless fell 5.2 percent from the year-earlier period, while EPS of negative USD 0.27 missed the consensus estimate of negative USD 0.22 by USD 0.05.

The comparison captures the central tension in the stock. Sales exceeded the USD 1.64 billion estimate by USD 30 million, but the earnings shortfall and lower year-over-year revenue kept attention on margins, brand demand, and the recovery of Vans.

Guidance improves while Vans lags

A separate report published on September 21, 2026, said the first quarter ended June 27, 2026, included group revenue of USD 1.67 billion and an operating loss of USD 83 million, compared with an operating loss of USD 87 million a year earlier. The same report said the operating margin was negative 5 percent, down 10 basis points year over year.

According to Halifax on September 21, 2026, VF raised its fiscal-year constant-currency revenue outlook to growth of 2 percent or better from a previous range of 1 percent to 2 percent. The company also maintained an adjusted operating-margin expectation of around 8 percent and free-cash-flow guidance of USD 405 million or higher, while Vans remained the key operating pressure point.

Stock remains below recent peak

The latest available market comparison places the shares at USD 12.77 on September 21, 2026, after the stock had traded at USD 15.03 during the earlier quarterly reaction described in the same report. That difference of USD 2.26 illustrates how quickly the market discounted the earnings miss and concerns about Vans, despite the revenue beat and improved full-year guidance.

For investors, the next test is whether the revised 2 percent-or-better revenue outlook can translate into the expected 8 percent adjusted operating margin. The latest earnings data show a business with better guidance visibility but still-negative quarterly operating profitability.

VF Corporation stock closes at USD 12.77

VF Corporation stock stood at USD 12.77 on the New York Stock Exchange on September 21, 2026. The latest reported quarter delivered USD 1.67 billion in revenue, negative USD 0.27 in EPS, and a 5.2 percent year-over-year revenue decline.

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