VF Corporation reported Q3 fiscal 2026 revenue of $2.88 billion, exceeding expectations. The North Face led with 8% constant-currency growth, while Timberland posted its fifth consecutive quarter of growth at 5%. However, Vans declined 8% globally and 10% over nine months, with Asia-Pacific sales down 20%, resulting in a $4.6 million quarterly segment loss. Analysts cite Vans’ classic skate identity struggling against shifting preferences toward performance and lifestyle footwear. Despite closing 140 stores, recovery remains a medium-term challenge.

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