Q2 2025 VF Corp Earnings Call

In This Article:

Participants

Allegra Perry; Vice President - Investor Relations; VF Corp

Bracken Darrell; President, Chief Executive Officer, Director; VF Corp

Paul Vogel; Executive Vice President, Chief Financial Officer; VF Corp

Adrienne Yih; Analyst; Barclays

Laurent Vasilescu; Analyst; BNP Paribas Exane

Simeon Siegel; Analyst; BMO Capital Markets

Michael Binetti; Analyst; EVERCORE ISI

Brooke Roach; Analyst; Goldman Sachs

Lorraine Hutchinson; Analyst; BofA Global Research

Matthew Boss; Analyst; JPMorgan

Jay Sole; Analyst; UBS

Tracy Kogan; Analyst; Citi

Ike Boruchow; Analyst; Wells Fargo Securities, LLC

Jonathan Komp; Analyst; Robert W. Baird & Co., Inc.

Jim Duffy; Analyst; Stifel Nicolaus and Company, Incorporated

Robert Drbul; Analyst; Guggenheim Securities LLC

Dana Telsey; Analyst; Telsey Advisory Group

Ethan Saghi; Analyst; BTIG

John Kernan; Analyst; TD Cowen

Presentation

Operator

Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the VF Corporation second quarter fiscal year 2025 earnings conference call. (Operator Instructions)
And I would now like to turn the conference over to Allegra Perry, Vice President of Investor Relations. You may begin.

Allegra Perry

Hello, and welcome to VF Corporation's second quarter fiscal 2025 conference call. Participants on today's call will make forward-looking statements. These statements are based on current expectations and are subject to uncertainties that could cause actual results to differ materially. These uncertainties are detailed in documents filed regularly with the SEC.
Unless otherwise noted, amounts referred to on today's call will be on an adjusted constant dollar and continuing operations basis, which we've defined in the press release that was issued this afternoon and which we use as lead numbers in our discussion, because we believe they more accurately represent the true operational performance and underlying results of our business.
You may also hear us refer to reported amounts, which are in accordance with US GAAP. Reconciliations of GAAP measures to adjusted amounts can be found in the supplemental financial tables included in the press release, which identify and quantify all excluded items and provide management's view of why this information is useful to investors.
Joining me on the call will be VF's President and Chief Executive Officer, Bracken Darrell; and EVP and Chief Financial Officer, Paul Vogel. Following our prepared remarks, we'll open the call for questions.
I'll now hand over to Bracken.