Vans and The North Face-Owner VF Corp Sees Share Value Tumble
In the wake of reporting a larger drop in net revenue than expected.
Summary
- VF Corporation shared the financial report for its fourth fiscal quarter of 2025
- A dip in net revenue led to a 15.80% drop in share value from Tuesday’s closing price to today’s
- The North Face and Timberland showed improvements in net revenue while Vans and Dickies dropped
Today, VF Corporation shared its fourth quarter fiscal 2025 financial report, indicating that its net revenue for the quarter dipped to $2.1 billion USD. This sum comes courtesy of its ownership of brands such as The North Face, Vans, and Timberland. The stock market responded to the news negatively as VFC’s share price went from closing at $14.43 USD on Tuesday to closing at $12.15 USD today, a 15.80% drop in value.
Looking closer at the entities involved, The North Face was one winner, bringing in $834.5 million USD a 2% increase from its numbers at this time last year. Timberland came in with even better numbers, reporting a 10% increase to $376 million USD in net revenue. Where VF Corp lost its footing was with Vans and Dickies, with the former declining 22% to $492.6 million USD and the latter dropping 14% to a total of $139.3 million USD in net revenue. Regionally, the Americas and EMEA areas dropped 6% and 4% respectively when compared to last year while APAC remained steady. Moving forward, VF Corp has identified that it is well-positioned to handle the turbulence of tariffs with accelerated distribution during the 90-day pause, optimizing sourcing, and more strategies. Additional talking points within the report included evaluating its established priorities of cost savings, balance sheet improvements, “fixing the US,” and pivoting the trajectory of Vans to a positive direction.
For more info, check out VF Corporation’s official report.
