Did you analyze how V.F. (VFC Quick QuoteVFC - Free Report) fared in its international operations for the quarter ending September 2025? Given the widespread global presence of this maker of brands such as Vans, North Face and Timberland, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.

In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth.

International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.

Upon examining VFC's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.

The recent quarter saw the company's total revenue reaching $2.8 billion, marking an improvement of 1.6% from the prior-year quarter. Next, we'll examine the breakdown of VFC's revenue from abroad to comprehend the significance of its international presence.

A Closer Look at VFC's Revenue Streams Abroad

Asia-Pacific generated $386.6 million in revenues for the company in the last quarter, constituting 13.8% of the total. This represented a surprise of -1.14% compared to the $391.07 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia-Pacific accounted for $271.8 million (15.4%), and in the year-ago quarter, it contributed $392.5 million (14.2%) to the total revenue.

Europe accounted for 38.3% of the company's total revenue during the quarter, translating to $1.07 billion. Revenues from this region represented a surprise of +4.43%, with Wall Street analysts collectively expecting $1.03 billion. When compared to the preceding quarter and the same quarter in the previous year, Europe contributed $551.3 million (31.3%) and $1.01 billion (36.6%) to the total revenue, respectively.

Revenue Projections for Overseas Markets

Wall Street analysts expect V.F. to report a total revenue of $2.8 billion in the current fiscal quarter, which suggests a decline of 1.2% from the prior-year quarter. Revenue shares from Asia-Pacific and Europe are predicted to be 16%, and 33.4%, corresponding to amounts of $447.64 million, and $935.82 million, respectively.

For the entire year, the company's total revenue is forecasted to be $9.5 billion, which is a reduction of 1.4% from the previous year. The revenue contributions from different regions are expected as follows: Asia-Pacific will contribute 15.3% ($1.46 billion), and Europe 35.2% ($3.35 billion) to the total revenue.

The Bottom Line

Relying on international markets for revenues, V.F. faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.

At Zacks, we place significant importance on a company's evolving earnings outlook. This is based on empirical evidence demonstrating its strong influence on a stock's short-term price movements. Invariably, there exists a positive relationship -- an upward revision in earnings estimates is typically mirrored by a rise in the stock price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

Currently, V.F. holds a Zacks Rank #3 (Hold), signifying its potential to match the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

V.F.'s Recent Stock Market Performance

The stock has witnessed a decline of 7.6% over the past month versus the Zacks S&P 500 composite's an increase of 2.4%. In the same interval, the Zacks Consumer Discretionary sector, to which V.F. belongs, has registered a decrease of 11%. Over the past three months, the company's shares saw an increase of 18.7%, while the S&P 500 increased by 8.2%. In comparison, the sector experienced a decline of 9% during this timeframe.