VF Corporation (NYSE: VFC), the parent company of brands such as The North Face, Vans, and Timberland, saw its shares plummet 7.69% in pre-market trading on Wednesday following the release of its fourth-quarter fiscal 2025 results and first-quarter 2026 outlook.
The company reported quarterly sales of $2.14 billion, missing analyst estimates of $2.18 billion by 1.68%. This represents a 4.76% decrease compared to the same period last year. Despite the revenue miss, VF Corp posted a narrower-than-expected loss of $0.13 per share, slightly better than the analyst consensus estimate of a $0.14 loss.
Investors appear to be particularly concerned about VF Corp's outlook for the first quarter of fiscal 2026. The company expects Q1 revenue to decline between 3% and 5% compared to the previous year, signaling continued challenges in the near term. This weak guidance, combined with the revenue miss in Q4, seems to be driving the significant pre-market sell-off as shareholders reassess the company's growth prospects in a challenging retail environment.