• North Face powers VF Corp’s first growth in three years
    Article

    North Face powers VF Corp’s first growth in three years

    2026-05-20T11:13:00Z

    The apparel group posted its first annual revenue increase since FY2023, led by The North Face – while Napapijri resets and Altra surges.

  • Analysts split on Vans as VF Corp heads to earnings
    News briefs

    Analysts split on Vans as VF Corp heads to earnings

    2026-05-19T11:19:00Z

    Williams Trading and BTIG upgrade VF Corp on Vans momentum. Truist and Citi stay cautious. The gap between them is the story.

  • SGI Europe Executive Edition: Vol 37 - 15+16
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 15+16

    2026-05-18T06:53:00Z

    Why On’s Q1 is more than just a strong quarter | What VF Corp’s Reinvent fixed, and what it didn’t | FY2026 revenue up: JD Sports shifts focus to efficiency over expansion | Mike Ashley confirms to FT his team filmed the Cowgill footage | Under Armour plunges 19% as outlook disappoints | Mizuno reports record-high sales and profits for FY2025 | Columbia flat in Q1 as tariffs and US weakness weigh on margins | Asics posts record Q1 earnings. Shares fall on flat guidance | Puma Q1 shows stability as management keeps cautious full-year outlook | Yue Yuen Q1 profit drops by more than half as bottlenecks and tariffs erode margins | Gildan posts record Q1 revenue as HanesBrands integration advances | Technogym grows Q1 revenues 10% to €237m across all regions | Brooks posts 23% Q1 growth as EMEA surges and China triples | A $225 million bet on the everything-pickleball company

  • What VF Corp’s Reinvent fixed, and what it didn’t
    Case Study

    What VF Corp’s Reinvent fixed, and what it didn’t

    2026-05-04T05:00:00Z

    Two major divestitures, a complete leadership reset, $1.8 billion in debt cut – and one brand that has yet to turn.

  • Q4 2025 Scorecard: Revenue rises, earnings crater
    Analysis

    Q4 2025 Scorecard: Revenue rises, earnings crater

    2026-04-13T15:12:00Z

    Revenue climbed 8% across 47 companies in Q4 2025, but profits fell by more than a third, as impairments, strategic resets and structural consolidation all pulled in the same direction.

  • S&P raises outlook on Kontoor to ‘stable’
    News briefs

    S&P raises outlook on Kontoor to ‘stable’

    2026-04-07T12:20:00Z

    Rating agency cites smoother-than-expected Helly Hansen integration and planned debt repayment behind the revised assessment.

  • VF Corp names new North Face president
    Article

    VF Corp names new North Face president

    2026-03-11T14:12:00Z

    Caroline Brown exits after fewer than two years; Chris Goble to lead the outdoor brand with a commercial and product background.

  • SGI Europe Executive Edition: Vol 37 - 3+4
    PDF Newsletter

    SGI Europe Executive Edition: Vol 37 - 3+4

    2026-01-29T15:28:00Z

    Q3 2025 Scorecard: Sporting goods winners & losers | Bicycle industry stocks in 2025: a struggling sector | VF Corp. posts Q3 growth as The North Face and Timberland lead performance | German retail giant Sport 2000 outpaces market with 9% growth in 2025 | JD Sports posts mixed Q4 as Asia grows while Europe falters | Anta Sports reports mixed Q4 results as FILA drives growth | Li Ning stock gains 4.4% on improved revenue and margin outlook | ANTA Sports finalizes €1.5bn deal for 29% of PUMA SE | Wilson seizes leggings failure to escalate Lululemon proxy fight | Moncler taps Bottega Veneta chief as new CEO, Remo Ruffini becomes Chairman | On Holding hires Frank Sluis as new CFO to strengthen global expansion | Arc’teryx appoints Avery Baker as Chief Brand Officer, Tobia Prevedello as GM EMEA | Nike reshuffles geography leadership as China turnaround becomes urgent | NRF 2026: Agentic AI reshapes sporting goods retail strategy | JD Sports partners with Checkpoint Systems for global RFID rollout

  • VF Corp reports mixed Q3 results amid portfolio restructuring
    Article

    VF Corp reports mixed Q3 results amid portfolio restructuring

    2026-01-29T07:35:00Z

    VF Corp posted 1 percent revenue growth to $2.88 billion in Q3 FY26, driven by strong performance from The North Face and Timberland, whilst Vans continued its decline. 

  • Q3 2025 Scorecard: Sporting goods winners & losers
    Analysis

    Q3 2025 Scorecard: Sporting goods winners & losers

    2026-01-12T16:19:00Z

    SGIE Q3 2025 scorecard: 47 sporting goods companies tracked by sales and profits reveal uneven growth, with smaller firms outpacing larger competitors.