Sep 28, 2024

VF Corp Q2 2025 Earnings Report

VF Corporation's Q2 Fiscal 2025 results were reported, showing broad-based year-over-year sequential improvement and progress on the Reinvent priorities.

Key Takeaways

VF Corporation reported Q2 Fiscal 2025 results, with revenue of $2.8 billion, a 6% decrease compared to last year. The company's results met expectations, reflecting a sequential improvement in year-on-year trends. VF is on track to reach its $300 million savings target by the end of FY25 and paid down VF’s $1 billion term loan due December 2024.

Results demonstrated broad-based year-over-year sequential improvement relative to Q1'FY25, with all key metrics in line with, or above the company's expectations.

Revenue was $2.8 billion, down 6% vs. last year, an improvement vs. Q1'FY25 down 10% .

Gross margin was 52.2%, up 120 basis points vs. last year.

Following the completion of the Supreme divestiture on October 1, 2024, the company delivered on its commitment to pay down VF’s $1 billion term loan due December 2024.

Total Revenue
$2.76B
Previous year: $3.03B
-9.1%
EPS
$0.6
Previous year: $0.63
-4.8%
Gross Margin
52.2%
Previous year: 51.3%
+1.8%
Gross Profit
$1.44B
Previous year: $1.56B
-7.4%
Cash and Equivalents
$492M
Previous year: $485M
+1.5%
Free Cash Flow
-$348M
Previous year: -$217M
+60.1%
Total Assets
$12.2B
Previous year: $13.1B
-7.0%

VF Corp

VF Corp

VF Corp Revenue by Geographic Location

Forward Guidance

For Q3'FY25 VF expects revenue in the range of $2.7 billion to $2.75 billion, down 1% to down 3% year-over-year in reported dollars, inclusive of an expected negative FX impact of approximately 100 basis points. Adjusted operating income is expected to be in the range of $170 million to $200 million.