Particle.news
Download on the App Store
6 ARTICLES
·
8h ago

VF Corp Shares Drop Nearly 16% Following Q4 Revenue Miss and Weak Forecast

The apparel giant struggles with declining sales, tariff challenges, and mixed brand performance as it navigates its ongoing transformation under CEO Bracken Darrell.

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
Image
Image
Image

Overview

  • VF Corp's Q4 fiscal 2025 revenue fell 5% year-over-year to $2.14 billion, missing analysts' estimates of $2.18 billion.
  • The company reported an adjusted loss per share of $0.13, slightly narrower than the expected $0.14 loss.
  • Shares dropped nearly 16% after the company issued a weak Q1 fiscal 2026 forecast, projecting a 3–5% revenue decline and an operating loss of $110–125 million.
  • Brand performance diverged, with The North Face and Timberland seeing modest growth, while Vans and Dickies reported sharp revenue declines of 22% and 14% respectively.
  • VF Corp is accelerating U.S. shipments and exploring strategic pricing actions to mitigate the impact of looming tariffs on key manufacturing hubs in Southeast Asia.