On vs VF Corporation

6-K Financial Filing Analysis for On (2026-09-22)

On Holding AG submitted a Form 6-K furnishing a press release regarding its Investor Day meeting. In the furnished Exhibit 99.1, the company announced its new Three-Year Financial Outlook to institutional investors and market participants. The report was formally executed by Chief Financial Officer Frank Sluis on September 22, 2026.

• On Holding AG furnished Exhibit 99.1 announcing its Three-Year Financial Outlook presented at its Investor Day.
• The Form 6-K filing was formally signed by Chief Financial Officer Frank Sluis on September 22, 2026.

On signs Mbappé as it preps soccer entry

Swiss sportswear brand On has officially entered the soccer market by signing French superstar Kylian Mbappé as its newest brand ambassador. Mbappé, captain of the French national team and Real Madrid striker, will collaborate with product developers to test and refine future football footwear and apparel, marking a shift from traditional endorsements. The announcement coincided with Thierry Henry's appointment as Director of Football and the expansion of Swiss national player Sydney Schertenleib's role to include product development. On plans to leverage its LightSpray technology for football products, representing its largest step beyond running. Analysts view this as a strong start but caution about challenges competing with Nike and Adidas, citing performance credibility and low margins on cleats.

• On signed Kylian Mbappé as brand ambassador for its football division; financial terms and duration were not disclosed.
• Mbappé will work with product developers to test and refine football footwear and apparel.
• Thierry Henry was appointed Director of Football, a new role at On.

On to Host Investor Day on Tuesday, September 22, 2026

On announced it will host an Investor Day on September 22, 2026. The announcement was added to the newsroom on September 8, 2026.

10-Q Financial Filing Analysis for VF Corporation (2026-07-29)

VF Corporation reported its Q1 Fiscal 2027 financial results for the quarter ended June 27, 2026, generating revenue of $1.67 billion, down 5.2% year-over-year. The top-line decline was primarily driven by the divestiture of the Dickies brand in November 2025 (a 6% headwind) and continued softness in the Active segment (down 5% to $667.3 million), partially offset by 5% revenue growth in the Outdoor segment ($857.0 million) led by The North Face and Timberland. Gross margin expanded 100 basis points year-over-year to 54.9%, supported by price discipline, lower product costs, favorable mix, and the absence of lower-margin Dickies operations. Operating loss narrowed to $83.1 million from $86.6 million in the prior-year period, while net loss improved to $97.2 million ($0.25 per diluted share) from $116.4 million ($0.30 per share), supported by a $16.5 million reduction in net interest expense following debt repayments and lower transformation expenses under the Reinvent program.

• Q1 FY27 consolidated revenue reached $1,669.4 million, down 5.2% year-over-year, reflecting a 6% drag from the Dickies divestiture, while Outdoor segment revenue grew 5.5% to $857.0 million.
• Gross margin improved 100 bps to 54.9%, and consolidated net loss narrowed to $97.2 million ($0.25 per share) compared to a loss of $116.4 million ($0.30 per share) in Q1 FY26.
• The company received $49.0 million in cash during the quarter related to invalid IEEPA tariff refunds, holding an outstanding refund receivable of $100.8 million as of June 27, 2026.

VF Corporation News Roundup: FY26 ESG Report, Q1 FY27 Results, and Brand Collaborations

VF Corporation's news page features several new announcements, including the release of its FY26 Environmental & Social Responsibility Report (Sep 23, 2026), Q1 FY27 results delivered ahead of guidance (Jul 29, 2026), and brand collaborations such as Timberland x Jacquemus and Vans x Netflix.

VF Corporation News Page Update

The news page now features a new featured story about The North Face's Fifth Ave flagship store with VF CEO Bracken Darrell, and includes recent press releases about Q1 FY2027 results, earnings dates, and the completion of the Dickies sale.