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VF (DE:VFP)
XETRA:VFP
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.29Same Quarter Last Year
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: -18.63%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture, with significant improvements in operating income, gross margins, and debt reduction, but these were counterbalanced by declines in overall revenue, particularly in Vans and challenges in the APAC region. The company is taking deliberate actions to address these issues, but the positive and negative aspects appear balanced.Company Guidance
In the VF Corporation's fourth quarter fiscal year 2025 earnings call, the company reported a revenue decline of 3%, aligning with their guidance of a negative 2% to 4%. Despite the downturn, VF Corporation significantly overachieved on operating income, which increased by 400 basis points year-over-year to $22 million, surpassing expectations. The gross margin improved by 560 basis points due to lower material costs, less distressed sales, and higher quality inventory, while SG&A expenses fell by 2% as a result of structural changes. The company's net debt decreased by over 25% compared to the previous year, and their leverage was reduced by a full turn, aligning with their medium-term goal of achieving a 2.5 times leverage ratio. Vans, a key brand, faced a 20% revenue decline, partly due to strategic actions to manage the marketplace, with 60% of the decline attributed to deliberately reduced revenue. Meanwhile, The North Face and Timberland brands performed well, with revenue increases of 4% and 13%, respectively. The company also addressed potential tariff impacts, emphasizing their asset-light model and strategic supply chain diversification.Improvement in Operating Income
Operating income increased by 400 basis points year-over-year to $22 million, exceeding guidance.
Gross Margin Expansion
Gross margin improved by 560 basis points compared to the previous year due to lower material costs, less distressed sales, and higher quality inventory.
Debt Reduction Achievements
Net debt decreased by over 25% year-over-year, achieving a leverage reduction by a full turn.
North Face and Timberland Growth
North Face revenue grew by 4% in Q4, with DTC up 9%. Timberland revenue increased by 13% in Q4, showing strong performance in both wholesale and DTC.
DE:VFP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:VFP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | €12.92 | €11.38 | -11.88% |
Jan 29, 2025 | €25.45 | €27.29 | +7.19% |
Oct 28, 2024 | €15.84 | €19.42 | +22.57% |
Aug 06, 2024 | €14.95 | €16.77 | +12.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does VF (DE:VFP) report earnings?
VF (DE:VFP) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is VF (DE:VFP) earnings time?
VF (DE:VFP) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of VF stock?
The P/E ratio of VF is N/A.
What is DE:VFP EPS forecast?
DE:VFP EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.
