VF (VFC) Q1 Gross Margin Jumps 2.9%
VF (NYSE:VFC), the global apparel company behind brands like The North Face, Vans, and Timberland, released its results on July 30, 2025. The most notable news was that both revenue (GAAP) and earnings (non-GAAP EPS) outpaced analyst expectations, albeit by small margins. VF posted a non-GAAP loss per share of ($0.24), performing better than consensus estimates of ($0.25) non-GAAP EPS. Revenue (GAAP) came in at $1.76 billion, just above the expected $1.75 billion (GAAP). While the top line (GAAP revenue) was essentially flat compared to a year ago, the company showed meaningful improvements in gross margin and sharply reduced its net debt. margin and bottom-line improvements highlighted the effectiveness of ongoing cost and inventory strategies, though sales (GAAP) remained flat year-over-year and the Vans footwear brand continues to struggle. Overall, the quarter reflected operational progress, but the top line has yet to return to consistent growth, especially as some brands still post sales declines.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q4 2025 earnings report.
VF manages a portfolio of branded apparel, footwear, and accessories spanning Outdoor, Active, and Work segments. Its best-known brands include The North Face, which focuses on technical and lifestyle outerwear and footwear; Vans, known for casual and skate footwear and apparel; Timberland, which specializes in outdoor footwear and apparel; and Dickies, focused on workwear. These brands target distinct markets but share global reach and strong recognition.
Source Fool.com
