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Jul 03, 2021

VF Corp Q1 2022 Earnings Report

VF Corp reported first quarter fiscal 2022 results and raised full year fiscal 2022 outlook.

Key Takeaways

VF Corporation reported an outstanding first quarter, with revenue increasing 104 percent to $2.2 billion. The company's earnings recovery was ahead of expectations, and they are seeing broad-based momentum across the portfolio.

Revenue from continuing operations increased 104 percent to $2.2 billion.

Active segment revenue increased 128 percent including a 110 percent increase in Vans® brand revenue.

Outdoor segment revenue increased 81 percent including a 93 percent increase in The North Face® brand revenue.

Adjusted earnings per share from continuing operations increased 148 percent to $0.27, including a $0.07 per share contribution from acquisitions.

Total Revenue
$2.2B
Previous year: $1.08B
+104.0%
EPS
$0.27
Previous year: -$0.57
-147.4%
Gross Margin
56.5%
Previous year: 52.9%
+6.8%
Gross Profit
$1.24B
Previous year: $569M
+117.6%
Cash and Equivalents
$1.27B
Previous year: $2.15B
-40.6%
Total Assets
$13.6B
Previous year: $12.5B
+8.6%

VF Corp

VF Corp

VF Corp Revenue by Segment

Forward Guidance

VF's full year fiscal 2022 outlook has been updated and includes the following: Revenue is now expected to be at least $12.0 billion and adjusted earnings per share is expected to be at least $3.20.

Positive Outlook

  • Revenue is now expected to be at least $12.0 billion, reflecting growth of at least 30 percent, including an approximate $600 million contribution from the Supreme® brand.
  • Revenue for Outdoor is now expected to increase between 24 percent and 26 percent.
  • Revenue for Active is now expected to increase between 37 percent and 39 percent.
  • Revenue for Work is now expected to increase between 16 and 18 percent.
  • Adjusted earnings per share is expected to be at least $3.20, including an approximate $0.25 contribution from the Supreme® brand.

Revenue & Expenses

Visualization of income flow from segment revenue to net income