V.F. (VFC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - V.F. Corporation reported revenue of $2.83 billion for the quarter ended December 2024, a decrease of 4.3% year-over-year, but exceeded the Zacks Consensus Estimate of $2.75 billion by 3.19% [1] - The company's EPS was $0.62, up from $0.57 in the same quarter last year, representing a significant surprise of 82.35% compared to the consensus estimate of $0.34 [1] Revenue Performance - Geographic Revenue: - Americas: $1.51 billion, down 5% year-over-year, exceeding the estimate of $1.46 billion [4] - Europe: $894.20 million, down 2% year-over-year, slightly below the estimate of $900.35 million [4] - Asia-Pacific: $432.90 million, down 6.2% year-over-year, below the estimate of $456.16 million [4] - Revenue by Segment: - Work: $216.46 million, down 2.6% year-over-year, exceeding the estimate of $211.78 million [4] - Outdoor: $1.85 billion, up 6.5% year-over-year, surpassing the estimate of $1.75 billion [4] - Active: $766.31 million, down 23.3% year-over-year, below the estimate of $815.67 million [4] Brand Performance - Revenue by Brand: - Dickies: $133.60 million, down 9.7% year-over-year, exceeding the estimate of $129.87 million [4] - Timberland: $527 million, up 11.4% year-over-year, surpassing the estimate of $458.51 million [4] - Vans: $607.60 million, down 9.1% year-over-year, slightly below the estimate of $612.27 million [4] - The North Face: $1.25 billion, up 5.1% year-over-year, exceeding the estimate of $1.17 billion [4] Market Performance - V.F. shares have returned +23.9% over the past month, significantly outperforming the Zacks S&P 500 composite's +1.7% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]