earnings
confidence high
sentiment neutral
materiality 0.75
VF Corp Q2 revenue down 6% to $2.8B; Vans decline slows to 11%
V F CORP
2025-Q2 EPS
reported -$0.53
vs consensus -$0.34
▼ miss
(-55.7%)
- Revenue $2.8B, down 6% YoY; sequential improvement from Q1 down 10%.
- Gross margin 52.2% (+120bps); adjusted EPS $0.60 vs $0.63 last year.
- Vans revenue down 11% (improved from -21% in Q1); The North Face down 3%.
- Net debt $5.7B; Supreme sale net proceeds $1.475B used to pay down term loan.
- Q3 FY25 revenue guidance $2.7-2.75B (down 1-3%); FY25 FCF guidance revised to ~$425M.