In Q2 2025, VF Corporation reported a significant turnaround with revenues reaching $2.76 billion, marking a 15.95% year-over-year increase. The company showcased robust growth in gross profit, which soared by 24.97% to $1.44 billion, illustrating enhanced cost control alongside strategic pricing initiatives. Net income reflected an impressive recovery, climbing to $52.2 million, up 112.47% from the previous year, indicating the effectiveness of recent management strategies.
Management emphasized the importance of brand strength and e-commerce expansion during the earnings call, highlighting a 400 basis point increase in gross profit margin compared to last year. Facing challenges related to inventory management and supply chain disruptions, VF Corporation has taken steps to streamline operations and optimize its product offerings, which are expected to support continuous growth moving forward.