VFC-owned Timberland is being fueled by its continued strength in the Americas and the work of its senior management, which has sharpened the brand’s focus on sustainability, craftsmanship, newness and working outdoors. Core boots and outdoor footwear sales each grew more than 40 percent in the period ended Sep. 30 as Timberland’s global constant currency revenues expanded 25 percent. Wholesale revenues increased 36 percent in constant currency but were negatively impacted by “by continued global supply chain challenges,” VFC said. The company’s current FY22 revenue forecast for the brand calls for 18-20 percent growth, up slightly from FY20.

Timberland’s U.S. revenues rose 48 percent in Q2, exceeding a 32 percent gain in non-U.S. Americas’ markets, bolstered by Classics, Outdoor and Timberland Pro sales. Wholesale revenues were 57 percent higher in the Americas; Direct-To-Consumer sales gained 8 percent across the geography. But the brand’s overall Direct-To-Consumer sales were off 3 percent in constant currency.

In September, Timberland introduced its GreenStride Eco-Innovation in boots for the first time and realized a 50 percent sellthrough rate in North America for its Solar Ridge hiker. Two more GreenStride drops occurred this month.

At other VFC brands:

• Altra, celebrating its 10th anniversary in 2021, has grown H1 year-over-year revenues more than 60 percent.
• Vans’ Q2 sales rose 7 percent in constant currency and 9 percent in the U.S. but did not meet VFC’s expectations for its Americas’ unit. With additional shelf space secured for H2 through several key wholesale accounts, VFC is holding to the brand’s 7-9 percent y-o-y growth forecast for FY22. Vans Family membership has hit 18.5 million worldwide, bolstered by 1.4 million new members in China.
• The North Face has its FY22 revenue growth forecast raised to 27-29 percent after generating a 29 percent constant currency jump in Q2 that was led by a 40 percent increase in EMEA. U.S. sales were 22 percent during the period. On-mountain platforms such as Futurelight, Vectiv and the new Advanced Mountain Kit drove brand sellthroughs along with off-mountain, lifestyle apparel and equipment.