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6d ago

VF Corp Shares Plummet as Revenue Misses Estimates and FY26 Guidance Disappoints

The apparel giant reports a 5% revenue decline in Q4 FY25, lowers FY26 Q1 outlook, and announces strategic pricing and supply-chain adjustments to counter trade challenges.

Shoes are seen for sale at a Vans store, a brand owned by VF Corporation, in Manhattan, New York City, U.S., May 20, 2022. REUTERS/Andrew Kelly/File Photo
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Overview

  • VF Corp's Q4 FY25 revenue fell 5% year-over-year to $2.14 billion, missing analysts' estimates of $2.18 billion.
  • Shares dropped 11–14% following the earnings miss and a downbeat FY26 Q1 guidance forecasting a 3–5% revenue decline.
  • The company is implementing strategic pricing actions and accelerating U.S. shipments to mitigate tariff impacts on its supply chain.
  • Adjusted Q4 FY25 loss narrowed to $0.13 per share, slightly better than the estimated $0.14 loss.
  • CEO Bracken Darrell reaffirmed confidence in the company's turnaround strategy, citing growth in brands like The North Face and Timberland despite broader challenges.