V.F. Corporation (VFC)
V.F. Corp.: Why The Post-Earnings Pop Was Sold Off Rather Quickly
V.F. Corp.'s Q3 fiscal 2025 earnings exceeded expectations, with adjusted EPS of $0.62 and revenues of $2.83 billion, yet shares fell 4% after initial euphoria. The North Face reported mid-single-digit growth and Vans showed modest signs of stabilization, indicating that the turnaround is slowly taking hold. Similarly, gross margin expansion and the lower SG&A expenses suggest that the company is increasingly likely to turn the corner, as does the significant reduction in net debt.
V.F. Corporation: Improving, But The Market Already Discounts A Turnaround
V.F. Corporation's Q3 2025 earnings show positive results, with the North Face and Timberland brands improving, and Vans still underperforming. Despite debt reduction from Supreme's sale, low-cost debt means minimal income statement impact; deleveraging offers limited financial benefits. VFC's valuation appears optimistic; achieving a 12.5% operating margin is challenging but necessary for fair returns, leaving little upside potential.
V.F. Corp Stock Rises as Q3 Earnings & Revenues Top Estimates
VFC's Q3 results reflect broad-based growth across channels and regions, with strong holiday season. It is on track with its Reinvent program.
VF Corp. Stock Falls Despite North Face, Timberland Sales Growth
Shares of VF Corp. dropped Wednesday despite the apparel maker reporting third-quarter earnings that topped expectations as sales grew across each of its international regions.
VF Corp. Stock Falls Despite North Face, Timberland Sales Growth
Shares of VF Corporation dropped Wednesday morning despite the apparel maker reporting third-quarter earnings that topped expectations as sales grew across each of its international regions.
VF Corp.'s stock surrenders gains from profit beat as CEO warns of choppy turnaround
VF Corp.'s stock moved into the red after posting a healthy gain earlier in the session on Wednesday, as the apparel and footwear maker's results weren't strong enough for the stock to sustain its rally of more than 20% since Jan. 1.
VF Corp. Stock Jumps as North Face, Timberland Sales Grow
Shares of VF Corporation rose Wednesday morning after the apparel maker reported third-quarter earnings that topped expectations as sales grew across each of its international regions.
V.F. Corporation (VFC) Q3 2025 Earnings Call Transcript
V.F. Corporation (NYSE:VFC ) Q3 2025 Earnings Conference Call January 29, 2025 8:00 AM ET Company Participants Allegra Perry - VP, IR Bracken Darrell - President & CEO Paul Vogel - EVP & CFO Conference Call Participants Michael Binetti - Evercore ISI Matthew Boss - JPMorgan James Duffy - Stifel Lorraine Hutchinson - Bank of America Laurent Vasilescu - BNP Paribas Adrienne Yih - Barclays Jay Sole - UBS Robert Drbul - Guggenheim Operator Hello, and thank you for standing by. My name is Bella, and I will be your conference operator today.
V.F. (VFC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for V.F. (VFC) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Vans parent VF Corp beats quarterly estimates as turnaround plan pays off
Apparel and footwear maker VF Corp beat third-quarter revenue and profit estimates on Wednesday, helped by efforts to revive demand and refresh the product lineup of its Vans, North Face and Timberland brands.
V.F. Corp to Report Q3 Earnings: What Surprise Awaits Investors?
VFC's third-quarter fiscal 2025 results are likely to reflect the impacts of a tough operating environment and dismal wholesale performance.
V.F. Corp Trades Above 50 & 200-Day SMAs: Should You Buy Now or Wait?
VFC's growth is bolstered by its Reinvent program, cost optimization measures and strategic actions to enhance operational efficiency and lower debt levels.
