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202 days

VF Corp. Stock Falls Despite North Face, Timberland Sales Growth

1. VF Corporation reported $167.78 million net income for Q3 2025. 2. Revenue was $2.83 billion, up 2% year-over-year, exceeding projections. 3. CEO noted need for improvements in sales and margins. 4. Fourth quarter revenue expected to drop 4%-6% compared to last year. 5. North Face and Timberland sales grew, while Vans saw a 9% decline.

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FAQ

Why Bearish?

Despite beating earnings expectations, the projected revenue drop creates concerns. Past instances show that negative revenue forecasts often lead to stock declines.

How important is it?

This article highlights both positive and negative aspects of VF's performance, relevant to VFC's valuation. Earnings reports significantly influence stock prices.

Why Short Term?

The projected decline in revenue for Q4 will affect short-term investor sentiment. Such forecasts have historically resulted in sell-offs.

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