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Unpacking Q2 Earnings: VF Corp (NYSE:VFC) In The Context Of Other Apparel and Accessories Stocks

By: StockStory

September 24, 2025 at 23:31 PM EDT

VFC Cover Image

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at VF Corp (NYSE: VFC) and its peers.

Thanks to social media and the internet, not only are styles changing more frequently today than in decades past but also consumers are shifting the way they buy their goods, favoring omnichannel and e-commerce experiences. Some apparel and accessories companies have made concerted efforts to adapt while those who are slower to move may fall behind.

The 17 apparel and accessories stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 3.1% while next quarter’s revenue guidance was 11.4% below.

Thankfully, share prices of the companies have been resilient as they are up 7% on average since the latest earnings results.

VF Corp (NYSE: VFC)

Owner of The North Face, Vans, and Supreme, VF Corp (NYSE: VFC) is a clothing conglomerate specializing in branded lifestyle apparel, footwear, and accessories.

VF Corp reported revenues of $1.76 billion, down 3.9% year on year. This print exceeded analysts’ expectations by 3.6%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ EBITDA estimates.

Interestingly, the stock is up 19.1% since reporting and currently trades at $14.80.

Is now the time to buy VF Corp? Access our full analysis of the earnings results here, it’s free.

Best Q2: Figs (NYSE: FIGS)

Rising to fame via TikTok and founded in 2013 by Heather Hasson and Trina Spear, Figs (NYSE: FIGS) is a healthcare apparel company known for its stylish approach to medical attire and uniforms.

Figs reported revenues of $152.6 million, up 5.8% year on year, outperforming analysts’ expectations by 5.5%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

The market seems happy with the results as the stock is up 5.2% since reporting. It currently trades at $6.90.

Is now the time to buy Figs? Access our full analysis of the earnings results here, it’s free.

Weakest Q2: Carter's (NYSE: CRI)

Rumored to sell more than 10 products for every child born in the United States, Carter's (NYSE: CRI) is an American designer and marketer of children's apparel.

Carter's reported revenues of $585.3 million, up 3.7% year on year, . and a significant miss of analysts’ EBITDA estimates.

As expected, the stock is down 9.5% since the results and currently trades at $29.60.

Read our full analysis of Carter’s results here.

Movado (NYSE: MOV)

With its watches displayed in 20 museums around the world, Movado (NYSE: MOV) is a watchmaking company with a portfolio of watch brands and accessories.

Movado reported revenues of $161.8 million, up 3.1% year on year. This number topped analysts’ expectations by 3.2%. More broadly, it was a slower quarter as it recorded a significant miss of analysts’ EPS estimates.

The stock is up 10% since reporting and currently trades at $19.28.

Read our full, actionable report on Movado here, it’s free.

Tapestry (NYSE: TPR)

Originally founded as Coach, Tapestry (NYSE: TPR) is an American fashion conglomerate with a portfolio of luxury brands offering high-quality accessories and fashion products.

Tapestry reported revenues of $1.72 billion, up 8.3% year on year. This result surpassed analysts’ expectations by 2.6%. More broadly, it was a mixed quarter as it also produced an impressive beat of analysts’ constant currency revenue estimates but a significant miss of analysts’ EPS estimates.

The stock is flat since reporting and currently trades at $114.

Read our full, actionable report on Tapestry here, it’s free.

Market Update

Thanks to the Fed’s series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump’s presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

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