North Face Surges and Vans Shows Life in Americas as VF Corp. Returns to Full-Year Revenue Growth

May 20, 2026

VF Corp returned to full-year revenue growth as stronger performance from The North Face and Timberland offset ongoing weakness at Vans, with the Americas region showing particular strength.

The North Face led recent gains—reporting double-digit quarterly growth in some periods—and Timberland also grew, while Vans continued to struggle globally though it showed signs of recovery in the Americas (direct-to-consumer sales improvement and small regional gains).

Management said the Americas was one of its best-performing regions in years, helped by DTC and wholesale momentum, and the company expects the recovery to continue into the next fiscal year after returning to full-year growth. SESO