VF raises FY2027 revenue outlook after Q1 sales beat driven by North Face, Timberland gains and DTC growth - VFC News | RalliesVF raises FY2027 revenue outlook after Q1 sales beat driven by North Face, Timberland gains and DTC growth
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VFC• Q1 revenue and outlook
- VF posted Q1 fiscal 2027 revenue of about $1.7 billion, flat year over year, with operating performance slightly ahead of its outlook.
- The company raised its full-year revenue outlook to up 2% or better, citing Q1 execution and improved visibility into the second half.
Cash flow and balance sheet
- Net debt fell $1.1 billion year over year.
- Inventories excluding Dickies and FX dropped 4%.
- Free cash flow rose about $75 million, including $50 million in tariff refunds.
Brand and channel performance
- Brand trends diverged: The North Face grew 4% on stronger-than-expected demand; Timberland rose 3%; Vans fell 9%.
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