Executive Summary
VF Corporation reported a challenging fourth quarter for 2025, facing a significant decline in revenue by 24.35% quarter-over-quarter, bringing total revenues for the quarter down to $2.14 billion. This shift led to a hefty net loss of $150.79 million, a staggering 189.87% decline compared to the previous quarter. The company’s gross profit margin contracted considerably to 53.36%. Management addressed this result in their earnings call, emphasizing the impacts of supply chain inefficiencies and an overall market slowdown in discretionary spending. As VF Corporation pivots, investors are advised to monitor operational adjustments and market conditions closely.
Key Performance Indicators
Revenue
2.14B
QoQ: -24.35% | YoY:12.40%
Gross Profit
1.14B
53.36% margin
QoQ: -28.29% | YoY:-40.02%
Operating Income
-72.89M
QoQ: -132.28% | YoY:75.50%
Net Income
-150.79M
QoQ: -189.87% | YoY:49.32%
EPS
-0.39
QoQ: -190.70% | YoY:99.89%
Revenue Trend
Margin Analysis
Key Insights
- **Q4 2025 Revenue:** $2.14 billion
- **QoQ Change:** -24.35%
- **YoY Change:** +12.40%
- **Gross Profit:** $1.14 billion, down 40.02% YoY.
- **Operating Income:** -$72.89 million, highlighting a substantial operational loss.