VF Corp Q2 Revenue Beats Estimates but EPS Miss Sends Shares Down 22.5%

Yahoo Finance·28 Sep 2026·

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3▲2 ▼2Impact / 5

Earnings Textiles, Apparel & Luxury Goods

Summary · why it matters

VF Corp reported second-quarter revenues of $1.67 billion, up 1.3% year on year and 2% above analysts' expectations, but the owner of The North Face, Vans, and Supreme missed analysts' EPS estimates significantly, sending its stock down 22.5% since reporting to a current price of $14.15. The results came as the 15 consumer discretionary apparel and accessories stocks tracked in the group delivered a mixed quarter, with revenues as a group beating consensus by 1.2% while next quarter's revenue guidance came in 4.7% below estimates, and share prices across the group down an average of 17.1% since the latest earnings results. Figs posted the group's best quarter, with revenues of $196.6 million, up 28.8% year on year and 5.6% above expectations, alongside beats on EPS and EBITDA, lifting its stock 18.2% to $13.29. Stitch Fix had the weakest quarter, reporting revenues of $324.4 million, up 4.2% and in line with expectations, but delivering the group's weakest guidance update with full-year EBITDA guidance missing significantly, leaving its stock down 23.8% at $2.17. Movado reported revenues of $169.8 million, up 4.9% and 3.4% above expectations, with a beat on EPS, while Levi's posted revenues of $1.56 billion, up 8% and 2.9% above expectations, with an EPS beat but full-year EPS guidance slightly missing, and its stock is down 19.2% at $19.69.

VF Corporation ▼

Figs Inc ▲

Stitch Fix ▼

Levi Strauss & Co Class A ±

Movado Group Inc ▲