VF-V.F. Corp Set to Announce Q4 Results: What Should Investors Expect?

Core Viewpoint - V.F. Corporation (VFC) is expected to report a year-over-year decline in revenues for the fourth quarter of fiscal 2025, with a projected revenue of $2.2 billion, reflecting a 7.7% decrease from the previous year [1][3]. Revenue and Earnings Estimates - The consensus estimate for VFC's loss is 15 cents per share, an improvement from the 32 cents reported in the same quarter last year [2]. - Management anticipates a revenue decline of 4-6% year-over-year on a reported basis and 2-4% in constant currency for the fourth quarter [5]. Brand Performance and Challenges - VFC is facing challenges with brand performance, particularly with Vans, which is experiencing weak sales and struggles to connect with its core customer base [4]. - Sales for Vans and The North Face brands are expected to decline by 8.3% and 4.5%, respectively, in the upcoming quarter [4]. Cost Management and Transformation Efforts - The company is on track to achieve$ 300 million in annual fixed cost savings by the end of fiscal 2025, with an additional $40 million in reductions expected in the fourth quarter [7]. - VFC's transformation program, "Reinvent," aims to enhance brand focus and improve operating performance, with specific objectives including improving North America performance and reducing costs [6]. Valuation and Market Performance - VFC stock is currently trading at a forward price/earnings ratio of 13.85X, which is higher than the industry average of 12.59X [10]. - Over the past year, VFC shares have gained 12.4%, contrasting with a 1.9% decline in the industry [10].