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Jun 29, 2024

VF Corp Q1 2025 Earnings Report

Reported a revenue decline of 9% and adjusted loss per share of $(0.33). The company is on track with its cost savings targets and balance sheet improvements.

Key Takeaways

VF Corporation reported its Q1 FY25 results, showing a revenue of $1.9 billion, down 9% year-over-year. The company's loss per share was $(0.67), with an adjusted loss per share of $(0.33). VF is progressing with its Reinvent transformation plan, aiming for targeted cost savings and balance sheet improvements, including the sale of Supreme.

Revenue decreased by 9% to $1.9 billion, or 8% in constant dollars.

The North Face® sales were down 3%, while global brand DTC increased by 6%.

Vans® sales decreased by 21%, showing a slight improvement compared to the previous quarter.

The company reiterates guidance for free cash flow plus the proceeds from non-core physical asset sales of approximately $600 million.

Total Revenue
$1.91B
Previous year: $2.09B
-8.6%
EPS
-$0.33
Previous year: -$0.15
+120.0%
Gross Margin
52%
Previous year: 52.8%
-1.5%
Gross Profit
$1.01B
Previous year: $1.1B
-8.6%
Cash and Equivalents
$637M
Previous year: $807M
-21.0%
Free Cash Flow
-$21.5M
Total Assets
$11.5B
Previous year: $14B
-17.8%

VF Corp

VF Corp

VF Corp Revenue by Geographic Location

Forward Guidance

The company reiterates guidance for free cash flow plus the proceeds from non-core physical asset sales of approximately $600 million, excluding the impact of the divestiture of Supreme.

Revenue & Expenses

Visualization of income flow from segment revenue to net income