VF Corporation (NYSE:VFC) shares caught a tailwind Wednesday after the company reported third-quarter results that surpassed its own internal guidance, fueled by a robust holiday performance in the Americas and a return to growth for its direct-to-consumer (DTC) channel.
For the quarter ended Dec. 27, 2025, the Denver-based conglomerate reported that its "Reinvent" transformation plan is yielding tangible results.
The North Face and Timberland led the charge, growing 8% and 5% respectively on a constant-currency basis.
Notably, the Americas region delivered its strongest quarterly performance in over three years, while global DTC sales inflected to positive growth of 4%.
"In Q3, we delivered growth during our peak holiday quarter and beat revenue and operating income guidance," said President and CEO Bracken Darrell.
"The Americas region had its strongest performance in over three years, while global DTC inflected to growth. We remain on track to deliver our medium-term financial targets."
The quarter also marked the completion of the sale of the Dickies brand to Bluestar Alliance, a move that allowed the company to further streamline its portfolio and reduce net debt.
Excluding Dickies, constant-currency revenue in the Americas climbed 6%, a significant recovery for a region that has struggled with soft wholesale demand over the last 24 months.
While Vans continued to face headwinds, with revenue declining 8% as expected, management highlighted "product newness" and strong digital performance during the holiday weeks as early indicators of a stabilization in the iconic skate brand.
Following the results, VF Corp.'s Board of Directors authorized a quarterly cash dividend of $0.09 per share, payable on March 18, 2026.