VF Corp Faces Revenue Challenges Amid Q4 Results

VF Corporation (VFC), a leading international lifestyle apparel and footwear company, experienced a significant downturn in its stock price following the release of its Q4 2025 earnings results. The company, which operates in the Consumer Discretionary sector, specializes in a diverse range of brands including jeanswear, outerwear, and sportswear.

Key Financial Highlights:

  • Revenue Miss: VF Corp’s shares tumbled approximately 11% in premarket trading on May 21, 2025, as the company reported fourth-quarter revenue that fell short of analyst expectations. This decline is attributed to macroeconomic headwinds and tariff uncertainties impacting demand.

  • Earnings Report: The company reported a fourth-quarter loss of $150.788 million, or $0.39 per share, which, although an improvement from the previous year’s loss of $418.308 million, or $1.08 per share, still missed Street estimates.

  • Sales Forecast: VF Corp anticipates a decline in first-quarter sales by 5% to 3%. The company expects an adjusted operating loss of $125 million to $110 million for the first quarter.

Market Reaction:

The market reacted negatively to the earnings report, with shares down in premarket trading. The company’s stock, which closed at $14.43 on May 19, 2025, has been under pressure, reflecting a broader trend of challenges within the textiles, apparel, and luxury goods industry.

Conference Call and Outlook:

VF Corp is scheduled to host a conference call at 9:00 AM ET on May 21, 2025, to discuss the Q4 2025 earnings results in detail. The call will provide further insights into the company’s performance and strategic direction amidst the current economic challenges.

Analyst Perspective:

Despite the recent setbacks, some analysts, including Jim Cramer, have suggested that VF Corp might be worth considering for investment, indicating potential for future recovery and growth.

Conclusion:

VF Corp’s Q4 results highlight the ongoing challenges faced by the apparel and footwear industry, particularly in the context of macroeconomic uncertainties and tariff impacts. The company’s ability to navigate these challenges will be crucial in determining its future performance and market position.