VF Corp. Reports Progress at Vans, Driven by Product Upgrades

VF Corp., parent company of Vans Inc., reported that the Costa Mesa-based retailer fell 8% in fiscal third-quarter sales as expected (NYSE: VFC).  

Additionally, Vans’ revenue for nine months ended December 2025 was down 10%  compared to the same period in 2024.

VFC reported total Q3 revenue was up 2% from a year ago. Though the parent organization relocated Dickies to Costa Mesa last year, VFC quickly sold the workwear brand to Bluestar Alliance LLC during the third quarter.  

Excluding Dickies and Vans from total results, VFC said revenue was up 5% in Q3 versus last year.  

Shares of VF Corp. fell 9.3% to $18.39 apiece during midday trading with a market cap of $7.2 billion.  

Updated Jan. 29.