President Donald Trump has jolted retailers with his ever-changing tariff policies in recent months. Investors have raised one question again and again on quarterly earnings calls in recent weeks: Will consumers see price hikes this year in response to tariffs?
VFC's revenues and earnings remain under pressure, with ongoing declines and no near-term improvement expected in revenues due to weak consumer sentiment and macro headwinds. Despite some progress in debt and inventory reduction, persistent losses and questionable dividend payments raise concerns about capital allocation and dividend safety. The volatile tariff environment poses additional risk...
V.F. Corporation (NYSE:VFC ) Q4 2025 Earnings Conference Call May 21, 2025 8:00 AM ET Company Participants Allegra Perry - VP, IR Bracken Darrell - President & CEO Paul Vogel - EVP & CFO Conference Call Participants Simeon Siegel - BMO Capital Markets Brooke Roach - Goldman Sachs Laurent Vasilescu - BNP Paribas Michael Binetti - Evercore ISI Matthew Boss - JPMorgan Adrienne Yih - Barclays Ike B...
Shares of VF Corp. (VFC) sank 12% in premarket trading Wednesday after the parent of apparel brands' current-quarter sales outlook came in well worse than estimates.
Apparel and footwear maker VF Corp on Wednesday missed fourth-quarter revenue estimates as a challenging macroeconomic environment dampened its consumer demand, sending its shares down about 11% in premarket trading.
V.F. Corporation's Q4 isn't likely to show meaningful progress in the brand portfolio's turnaround. Macroeconomic uncertainty and wholesale order timings weigh on top. Cost savings should still aid the Company's margin resilience and even grow earnings year-on-year. The outlook is increasingly uncertain. The consumer has weakened, and tariffs create turbulence for apparel companies' sourcing.
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