V F (VFC) Q1 FY27 earnings call

V.F. Corporation delivered a solid Q1 FY27, exceeding revenue expectations and prompting a modest raise to its full-year revenue guidance. The quarter saw strong performance from The North Face and Timberland, while Vans continued its turnaround with DTC growth in the Americas, though global wholesale remains a challenge. The company is undergoing a CFO transition, with Abhishek Dalmia taking on an expanded CFO/COO role, and remains committed to its medium-term operating margin and leverage targets.