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VF Corp.'s Earnings Confirm One Huge Thing About the U.S. Consumer

Thanks to a rebounding economy and surging stock prices, U.S. consumers are showing a pulse once again.

At least that's what could be gleaned from the latest quarterly results out of apparel maker VF Corp. (VFC) , which hawks everything from high-priced rain jackets at Macy's (M) to cheap Wrangler jeans at Walmart (WMT) .

VF reported solid second-quarter sales gains within its Americas segment for its North Face, Vans, Wrangler and Lee brands. Vans, Wrangler and Lee sales strengthened from...