secwatch.observer — SEC 8-K summary ====================================== Issuer: V F CORP (VFC) CIK: 0000103379 Form: 8-K Filed at: 2026-01-28T23:59:59+00:00 Accession: 0000103379-26-000008 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 VF beats Q3 guidance; revenue +4% ex Dickies, adj OI $341M vs $275-305M guide ----------------------------------------------------------------------------- - Adjusted EPS $0.58 (GAAP $0.76); adj OI $341M, above guidance of $275-305M. - The North Face +8% and Timberland +8% grew in constant currency; Vans -10% C$. - Americas ex-Dickies +6% C$; global DTC positive for first time in several quarters. - Net debt down $0.5B (11%) vs LY; FY26 free cash flow expected up vs LY. - Board declared $0.09 quarterly dividend payable Mar 19; record Mar 10. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/103379/000010337926000008/0000103379-26-000008-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/103379/000010337926000008/vfc-20260128.htm HTML page: https://secwatch.observer/filing/0000103379-26-000008 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer