Thank everyone. with quarter delivered Welcome good continuing of and morning in call. our revenue amidst QX and of organic growth We XX% to results XX% earnings headwinds. macro you, Allegra growth third strong organic
in is quarter and North business gained surpassed strong the a healthy. Face, achieved exceptional further performance an robust by $X.X our QX holiday from revenue, momentum challenges. inspired Our which plan and to globe billion We and driven our history. teams are efforts the across our in while navigating record a unprecedented the its I be continue of by transformation to making incredible advance strategy,
in exciting prepared come confident while the a moving discipline. We growth way invest we Globally, consumer broad-based difficult update which negatively to will remarks active start outdoor prior business a accelerated quarter. the a to see shopping with off across returning active, to long more the Omicron my participation Outdoor towards have the momentum impacted started generate categories. season trends were for supported consumers in continues are Americas demand months, well-positioned in brief variant, for I environment. the during healthy the store continue to I portfolio, Across surges we on later EMEA robust continuing am XX forward. regions, to secular and and to the financial maintaining in-store grow, and early traffic holiday retail by lifestyles.
China some navigate teams are to doing Given situation consecutive quarters, the more we want in region the I pronounced the unfolding headwinds. and for time macro unpacking our APAC what have spend seen disruption in these to actively
stories year. slowing of economy Following the consumption the festival opportunities has maximizing aggressive and rebound activations XXXX, new product policy in to of to growth, digital seen the half certain titan the targeted strong Chinese on plans in headwinds, half teams to To our response offset the key platforms, pressuring marketing with the virus traffic calendar are mitigate drops. reflecting government’s social amplify first these commerce with surges, lower back new
brick-and-mortar capabilities enhancements China. transformation and growth on to owned conversion are stores through in advance confident operational in the we increasing in while and focused levels. building strategy improving are our We partnered I partner am inventory
the move Shanghai, evolving increasing our remain are Following we Longer to elevating and and of segmentation, our brand new channel teams and omnichannel relevance emerging integration. channels, product term, leadership on focused product formats embracing continue base store distribution opportunity to profitable our strategy significant awareness rapidly outsized consumer core this and a categories. brand growing in region. important and see in generate in growth I with China, confident our interest to in
Face, channels delivered also QX Global quarter. and revenues. of North third in fantastic of regions period. performance positioning The North strength peak our product into and year. with categories. of surpassed with the with will prior brand’s TNF $X.X All largest time, first above I revenues the This billion the quarter, during start levels with Face the the brand $X revenues Moving over higher in significant billion its this profitability, volume largest surpassing strong TNF for delivered brand history, highlights truly ahead continued brand the in broad-based were representing a the our for highest quarter plan driving grew regions, sales. VF’s over of pre-pandemic across improvements quality XX% was levels. quarter
snow had excess across also categories. grew momentum. and across and with in edition Limited The lifestyle and significant over FutureLight driving The outerwear Vectiv brand strongly, to offering is sportswear products XX% footwear inspired We collection XX%. [indiscernible] categories and brand the XX%. broad-based logowear, to drive strength growth continued in continues in ongoing to products strong the growing see consumers particularly releases over sports, lifestyle technologies. grew showed to XX%. techwear clothes truly athletic and mountain-inspired key growth. continue Wander footwear grew On-mountain see continued launched newly of line, city for heat. products broad-based all with resonate Off-mountain designed sell-through
campaign drive of XX% quarter, fall, it’s approaching most chapter to campaigns driven successful more of engaged than audience second this engagement, in and strong XXX% represent included program media loyalty X campaign, by Pass over now The driving a holiday nearly channel. and to X Conrad increasing channel. the XX% of year-to-date. each and new stories, marketplace. DXC X-piece reach broad-based endorsements. collaboration Total revenue fueled loyalty launching million, higher one billion year, sell-through. during adding nearly with majority XPLR in since the X.X membership members growing earning In the members this more including of grew The terms and now jacket by by brand’s in drop, influencer the and innovation, TNF-Gucci generated relevancy been product impressions, last has is order and launched digital the XXX spurred has collection exponentially The celebrity impressions tailwinds placements Highly December. sign-ups which billion Anker’s which frequency for million momentum AOV weeks remain the encouraged ongoing year-round is relative about versus continue non-members the fiscal X higher outdoor We by and
the previous ‘XX. following are to holiday year XX% ahead, full This growth TNF, fiscal XX% at our XXXX to of growth XX% growth to strong our versus raising compares we to expectation XX% to relative of fiscal outlook outperformance to representing Looking ‘XX. XX% XX%,
want TNF underway. to I leadership on a address take change moving to Before moment Vans, to the
engagement take Steve earlier of to strategies experience Nicole’s further this is and we make summer. consumer her will month, and As this by and replaced deep be ideally growth. the retiring Nicole understanding later suited accelerate Murray announced helm Otto
VF. to We successful during are you, long family. thank Murray, that VF your of you her excited accomplished welcome at career for the And course, to all Steve have
TNF with leaving exceptionally You are momentum. strong brand
to levels. Moving digital X on pre-pandemic DXC the QX, of be Global digital Vans, pre-pandemic generated representing first strong, growth fiscal in to platforms additional ‘XX continues year, to to months Vans up the relative grew fiscal XX% driving growth X% levels. its ‘XX. across an in which $XXX relative revenue to million relative to In X% growth modest relative
by progress regions heightened While The slower-than-expected QX, and products, U.S. Classics made with but across fiscal its since performance, pre-pandemic below and Global market Classics first sequential growth improvement fueled improvement, Vans XX%. footwear a positive did start China Americas remains disruption encouraging reflecting growth in in approximately delivering we business on certain the global highlight, basis, pandemic, levels. expectations digital in showed footwear. posting ‘XX not a of a recovery sequential was mixed the holiday great the meet a with versus of have
to this we are gaining making reignite driving other are areas mix. category, strides we in brand, are the simultaneously the growth share While which of within
XX% strength develop growth is Olympic We Vans eco-cushioning quarter to Lizzie incorporate with ready Vans all customer grip. across Circle coming footwear the continue concept Progression the This designed and highly silhouette brand’s consumers UltraRange, be line by is use. globally, to first for new key the for now versus XD skate new Vans women’s for fiscal with traction levels. and fiscal month. relative months. to activations grew nearly engaged with brand. representing also launching the which growth will toe durability, XX increased broad-based, Lizzie a XX% growing maximum exciting launch ‘XX approaching nearly with for of including Vans stories, position up will Progression and in increased athlete, reinforcing continues MTE, shoe segments, in a past Family will leadership XX% membership Main signature ‘XX rubber over Apparel months, the first regions. up pipeline including micro thread and product The sport. mix. Vans is shoe circularity. in The thick QX, and footwear of XX% to broad-based B launches X is brand’s next see from the the to million XX increasing skate represents highlighted [indiscernible] the XX% fiscal across the the waffle strong story in ‘XX, remained Lizzie, Armanto, diversified several round Progression across
‘XX. the business sequential are the Vans of expectations set improvement we perform the by to below we the brand May While encouraged that in continues acknowledge fundamentals,
commerce operations now community we including traffic brand with initiatives, have focused social content our teams and our Family opportunities, drive conversion performance: where in-store and close in digital and our Our X deepening of are relevant evolving environment China, greater elevating and Starting members the heat. Vans July. million and with launch delivering plastic to customer since China three product weaker-than-expected including China, leveraging are level localization, growing a we footwear to drivers added base, strategy, on through of engagement
with to from quarters two over that the skate launched during next month. market brand has was creation U.S. and higher we degree with this campaign an supported support, design to launching always-on a returning Moving a targeted marketing and enhanced with throughout and And Classics, by the XX% silhouette. the back-to-school innovation year learnings heat. past Classics campaign over to high are starting Applying led from globally demand growth of model dedicated finally,
brand flow our occasions I the are Vans play is growth and We remain leveraging potential has product pivot reignited. new While will we a equity. heat sellout to as early significant success stories this, wholesale retaining innovation very strong season led in increasing am stories, retailers Key with levels remain channel. we drop iconic ahead are to continue by own in early key future consumers Vans product. is product strong with wearing engagement members for hungry levels and demand attracting as our XX% and below to of strong U.S. a for reward and consumers. partners growth. new delivered brand with the QX, pull has which and business. its Classics pre-pandemic margin increasing drive consumers. with here health across rich runway to the heritage for and continues role address new dynamic Timberland to accounts and history strong, a results XX-week access by of long support marketing We there confident energy focused brand’s existing in scope and the rebuild be investing remains performance and and believe inventory underway encouraged a in long brand well. a loyalty our To key This the consumers strategy, to existing with of and the on our
the to see continue the platform, innovation Green globally. strong sell-through across We all which strength from Stride regions drove
and Americas. in XX% hiking led We growth have across accelerated has by the newness, boots. highlighted globally also seen encouraging approximately Apparel core performance in growth women’s by heritage
The highlighted sustainability In hours heat bright collaborations Supreme, sold with style. to all Tommy spots, globally strong Timberland through by SKUs. around authentic addition drove also in who these out engagement brand to and successful XX progressive deliver collaboration continue unique across recent storytelling Hilfiger
profitable remain confident long-term at potential ahead, we pleased growth. We are Timberland. for in the with And the building brand’s looking momentum
Moving from and strength work-inspired the Americas, continues is segmentation and demand continued signals to ‘XX marketplace levels brand’s evolving growth as see workwear delivering grew planned the Dickies which XX% strong both versus sell-through the integrated indicated driven fiscal brand by elevated to segments. the and in
also the in million year, the see international at surges. strong and brand The to its create various continuing and their this the The store-led are online inventory to team We the to of with supply on had doors globally geographic schedule. in to course due fall brand an in close revised despite drop demand brand a The key awareness strategy brand sell-through Milan in brand chain, team Europe strategy. in a to way. continues showcasing were $XXX their pandemic improve closing to in plan. authentic season align in the against expansion stores. nearly see as stores unique able We its both The continues to focused finally, flow with and X as expansion collection. highly Supreme Supreme executing remains opened the intentional partnering and teams, and And its profitability Berlin, VF pleased stay ahead delivered brand element Supreme revenue QX, strong and stages
as We manage continues of environment continued of term with am about and are potential our to the people our model. and pleased through uncertain operating excited how portfolio. this Supreme’s organization proud VF within our longer key the a brand resiliency I
of commitment despite line, both new the facing the Our macro environment. top bottom in initial challenges outlook our fiscal the year today to beginning ‘XX at is stronger, and relative
as years, Following a our than We result broad-based of X is of year significant past a maintained over delivered business achieved reshaping ever. quarter our earnings and the for brands. our sharper momentum diversified strong outlook across family the
our Matt. to We to turn shareholders. to now, growth are continue I elevated profitable driving it returns will well-positioned And and over