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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
V.F.
V.F. (VFC) investor relations material
V.F. 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary13 Jan, 2026
Leadership and organizational changes
Significant leadership changes implemented, including a new CEO and CFO, aligning the team on a unified vision.
Focus on building a multi-brand company with best-in-class processes and a strong internal culture, including leadership training initiatives.
Ongoing evaluation of strategies, with willingness to adjust tactics while maintaining overall direction.
Brand performance and strategic initiatives
Vans is undergoing a turnaround with new products, marketing, and leadership; early signs of success in high-end and DTC channels, but financial results are yet to reflect improvements.
The North Face is targeting year-round relevance and category expansion, especially in the U.S., with a focus on women and premium products.
Timberland aims to extend momentum beyond the iconic Yellow Boot, with plans for product and distribution expansion and enhanced marketing.
Altra continues to show strong growth, with a 37% increase last quarter and significant upside potential.
Financial outlook and operational efficiency
On track to achieve a 10% operating margin by fiscal 2028, driven by SG&A discipline, gross margin initiatives, and improved planning.
Modest revenue growth is required to return to baseline levels, with efficiency gains supporting margin targets.
Confident in offsetting tariffs by fiscal 2027 through supplier partnerships, pricing strategies, and operational adjustments.
Cash flow and deleveraging targets remain on track, aided by operating income growth and the Dickies sale.
Why Vans actions not yet reflected in financials?
How is the consumer sentiment shift impacting VF?
What's the strategy for US market expansion?
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Next V.F. earnings date
Q3 202628 Jan, 2026
V.F.
Next V.F. earnings date
Q3 202628 Jan, 2026
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Frequently asked questions
V. F. Corporation, operates in the design, production, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and related products for men, women, and children. V. F. Corporation operates through two segments: Apparel and Footwear. The Apparel segment comprises Jacob Davis (which includes all New York-related products), VF Outlet sales and licensing revenues from non-United States brand names. The Footwear segment comprises Jones Group, JanSport, Eastpak, Kipling/High Sierra, Eagle Creek and Hill City/Trail Head; brands comprising the Vans lifestyle footwear business; Reef/Santa Cruz brand name; and Licensed Brands business comprising Action Sports americas (included within License Brands), the Skechers License business (non-wholly-owned) and licensed brands for Bearpaw Products Ltd.; Teva USA and Converse; Zumiez businesses comprising Zumiez Inc.
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