V.F. (VFC) reported $1.76 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 7.7%. EPS of -$0.24 for the same period compares to -$0.33 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.69 billion, representing a surprise of +3.96%. The company delivered an EPS surprise of +31.43%, with the consensus EPS estimate being -$0.35.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how V.F. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- Americas: $937.6 million versus the three-analyst average estimate of $951.6 million. The reported number represents a year-over-year change of -10.3%.
- Geographic Revenue- Europe: $551.3 million versus $495.87 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.3% change.
- Geographic Revenue- Asia-Pacific: $271.8 million versus the three-analyst average estimate of $278.36 million. The reported number represents a year-over-year change of -12.2%.
- Revenue- Outdoor: $812.47 million versus the six-analyst average estimate of $832.32 million. The reported number represents a year-over-year change of +2.8%.
- Revenue- Active: $699.69 million versus the six-analyst average estimate of $691.15 million. The reported number represents a year-over-year change of -25.7%.
- Revenue by Brand- The North Face: $557.4 million versus $523.34 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
- Revenue by Brand- Vans: $498 million versus $472.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -14.4% change.
- Revenue by Brand- Timberland: $255.1 million versus the three-analyst average estimate of $230.92 million. The reported number represents a year-over-year change of +11.2%.
- Revenue by Channel- Direct-To-Consumer: $720.7 million versus $748.72 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -18% change.
- Segment profit (loss)- Active: $56.84 million versus $66.22 million estimated by three analysts on average.
- Segment profit (loss)- Outdoor: $-42.27 million versus $-78.77 million estimated by three analysts on average.
View all Key Company Metrics for V.F. here>>>
Shares of V.F. have returned +1.3% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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V.F. Corporation (VFC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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