Compared to Estimates, V.F. (VFC) Q4 Earnings: A Look at Key Metrics

By Zacks Equity Research | May 21, 2025, 9:30 AM

V.F. (VFC) reported $2.14 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 9.7%. EPS of -$0.13 for the same period compares to -$0.32 a year ago.

The reported revenue represents a surprise of -1.62% over the Zacks Consensus Estimate of $2.18 billion. With the consensus EPS estimate being -$0.15, the EPS surprise was +13.33%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $995.20 million versus $1.11 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11.6% change.
  • Geographic Revenue- Asia-Pacific: $336.20 million versus $355.65 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11% change.
  • Geographic Revenue- Europe: $812.30 million compared to the $744.21 million average estimate based on three analysts. The reported number represents a change of -6.6% year over year.
  • Revenue- Active: $645.32 million versus the five-analyst average estimate of $753.22 million. The reported number represents a year-over-year change of -29.4%.
  • Revenue- Work: $222.17 million versus $221.17 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.6% change.
  • Revenue- Outdoor: $1.28 billion versus $1.22 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
  • Revenue by Brand- Dickies: $139.30 million versus $138.68 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -14.2% change.
  • Revenue by Brand- Timberland: $376 million versus $337.45 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.
  • Revenue by Brand- Vans: $492.60 million versus the three-analyst average estimate of $571.91 million. The reported number represents a year-over-year change of -22%.
  • Revenue by Brand- The North Face: $834.50 million versus $792.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change.
  • Revenue by Channel- Direct-To-Consumer: $920.80 million versus the two-analyst average estimate of $1 billion. The reported number represents a year-over-year change of -15.8%.
  • Segment profit (loss)- Work: $13.89 million compared to the $11.02 million average estimate based on two analysts.
View all Key Company Metrics for V.F. here>>>

Shares of V.F. have returned +32.3% over the past month versus the Zacks S&P 500 composite's +12.7% 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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