VF Corp's Diverging Brand Performance Puts Strategy to the Test
VF Corporation is facing a critical moment, with its upcoming earnings report on May 20th expected to detail the progress of its turnaround strategy. The company is experiencing a significant split in brand performance, with The North Face and Timberland showing growth, while Vans continues to struggle and weigh on consolidated results. Key strategic priorities include debt reduction and operational improvements to restore investor confidence.
V.F. Corporation (NYSE:VFC) Put Surge Seen in Russell 1000 Index
The article discusses a surge in put options for V.F. Corporation (NYSE:VFC) within the Russell 1000 Index, highlighting increased derivatives trading for the apparel and footwear company. It emphasizes the importance of options activity, earnings communication, and brand portfolio dynamics in the global apparel sector. The full content is behind a paywall, but the intro indicates coverage of how multi-brand structures support global apparel companies.
Leadership Reshuffle at VF Corp Aims to Sharpen Market Focus
VF Corporation has announced a major executive leadership reshuffle, effective January 28, 2026, to refine its brand strategy and enhance operational efficiency. Brent Hyder has been appointed Chief Commercial Officer, overseeing global commercial strategy, while his predecessor, Martino Scabbia Guerrini, moves to a senior advisory role. The reorganization aims to optimize its lifestyle brand portfolio, improve regional distribution, and sharpen the company's competitive edge in a dynamic market.
V.F. Corporation (VFC): A Bull Case Theory
This article summarizes a bullish thesis on V.F. Corporation (VFC) from M Squared Capital, highlighting the company's return to growth with 75% of its business growing, strong performance in the Americas, and positive gross margin trends. Key points include robust direct-to-consumer and digital execution, broad-based recovery, and the long-term potential of the Altra brand, all contributing to a compelling case for sustainable multi-channel growth. The stock has appreciated significantly since a previous bullish coverage, and while VFC is not among the most popular hedge fund stocks, the thesis suggests a strong upside trajectory.
V.F. Corporation (VFC): A Bull Case Theory
This article summarizes a bullish thesis on V.F. Corporation (VFC), highlighting its return to growth, strong performance in the Americas, and positive direct-to-consumer and digital channel growth. The company is optimistic about gross margin trends and sees Altra as a high-potential brand. Despite a decline in hedge fund holdings, the broad-based recovery and disciplined management suggest a strong upside trajectory for investors.
V F Corp put volume heavy and directionally bearish
V F Corp (VFC) experienced heavy put option volume, trading at 3x the expected amount, indicating a bearish sentiment. The Put/Call Ratio is 5.02, and ATM IV has increased, with significant activity in March-26 20 puts and May-26 16 puts. Analysts from JPMorgan, Piper Sandler, Citi, and Telsey Advisory have raised price targets for VFC, despite some maintaining a "Sell" rating due to execution risks and weak brand momentum.
V.F. Corporation (NYSE:VFC) Receives Average Rating of "Hold" from Brokerages
V.F. Corporation (NYSE:VFC) has received an average "Hold" rating from nineteen brokerage firms, with an average twelve-month price target of $18.22. The company recently reported better-than-expected quarterly earnings, with $0.58 EPS against an estimated $0.43, and revenue of $2.88 billion, exceeding expectations. V.F. also declared a quarterly dividend of $0.09, resulting in an annualized yield of approximately 1.8%.
Under Armour (UAA) Q4 Earnings: What To Expect
Under Armour (UAA) is set to announce its Q4 earnings before market hours on Friday. Analysts anticipate a 6.3% year-on-year revenue decline to $1.31 billion and an adjusted loss of -$0.01 per share, with estimates remaining largely consistent. The company has previously missed Wall Street's revenue forecasts twice in the last two years, but its stock has seen a significant 15.8% increase over the past month.
VF Corp Q4 2025 Earnings: Revenue & EPS Beat, Vans & 2026 Guidance Challenge - News and Statistics
VF Corp reported a strong Q4 2025, beating revenue and EPS estimates, driven by solid performance in The North Face and Timberland brands, particularly in The Americas. However, the positive results were tempered by continued softness in Vans and international markets, along with cautious Q1 2026 guidance falling below analyst expectations. Analysts raised concerns about consumer demand, Vans' recovery, and physical store traffic, indicating ongoing challenges for the company despite operational improvements.
The Top 5 Analyst Questions From VF Corp’s Q4 Earnings Call
VF Corp's Q4 results showed revenue growth driven by The North Face and Timberland, and strong digital channels in the Americas, despite softness in Vans and international markets. Analysts focused on consumer demand erosion, the recovery pace of Vans, sustainability of North Face's growth, physical store traffic for Vans, and the return to longer-term guidance. The company's management addressed these concerns, highlighting ongoing challenges and strategies for future growth, while emphasizing operational discipline.
The Five Most Important Analyst Inquiries From VF Corp’s Fourth Quarter Earnings Conference
VF Corp's Q4 earnings call revealed market concerns despite surpassing revenue expectations, driven by strong performance from The North Face and Timberland, though Vans' struggles and international challenges persist. Analyst inquiries focused on consumer demand, Vans' recovery, growth in The North Face, foot traffic at Vans stores, and the return of long-term guidance. The company's stock rose slightly post-earnings, signaling a potential turning point to watch.
The Top 5 Analyst Questions From VF Corp’s Q4 Earnings Call
VF Corp's Q4 results showed revenue growth driven by The North Face and Timberland, despite challenges from Vans and international markets. The company exceeded analyst estimates for revenue, EPS, and EBITDA, but Q1 CY2026 revenue guidance fell short. This article highlights the top 5 analyst questions from the earnings call, focusing on consumer demand, Vans' recovery, growth sustainability, physical store traffic, and future guidance.
Is It Time To Reassess VF Corp (VFC) After Brand Portfolio Shake Up And Price Slide
VF Corp (VFC) shares are down significantly over the long term, despite recent short-term gains, leading investors to re-evaluate the company's valuation after brand portfolio and management changes. While a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 15.5%, its Price-to-Earnings (P/E) ratio of 35.8x indicates it is overvalued compared to industry and peer averages. The article encourages investors to use "Narratives" on Simply Wall St to align their personal investment views with financial models and current market data.
Is VF Corp (VFC) Trading at an Attractive Upside-to-Downside Ratio?
Curreen Capital, an investment management company, reported strong Q4 2025 and full-year 2025 results by investing in "ugly ducklings," companies that are well-managed and attractively priced. The firm highlighted V.F. Corporation (VFC) as one such holding, noting its fixed balance sheet, improved capital allocation, rebuilt management team, and attractive upside-to-downside ratio. While Curreen Capital views VFC positively, the article also mentions that other AI stocks might offer greater upside potential with less downside risk and that Jim Cramer is not optimistic about VFC's comeback.
VF Corp reports modest growth in the third quarter as turnaround progresses
VF Corp announced modest revenue growth in its third fiscal quarter, driven by stronger performance in the Americas and a return to growth in its direct-to-consumer channel. The company reported a 1% increase in total revenue to 2.9 billion US dollars, meeting holiday quarter guidance. Brands like The North Face and Timberland saw significant growth, while Vans' performance aligned with expectations.
Columbia Sportswear (COLM) To Report Earnings Tomorrow: Here Is What To Expect
Columbia Sportswear (COLM) is set to report its earnings tomorrow, with analysts expecting a 5.8% year-on-year revenue decline to $1.03 billion and adjusted earnings of $1.19 per share. The company missed revenue estimates twice in the last two years, though recent peer results suggest a mixed picture for the consumer discretionary segment. Investors are showing steady hands, with Columbia Sportswear's stock price unchanged recently, and an average analyst price target of $59.33 compared to its current share price of $55.43.
VF Corp. stock price target raised to $18 from $14 at Piper Sandler
Piper Sandler has increased its price target for VF Corp. (NYSE: VFC) to $18 from $14, while maintaining a Neutral rating on the stock. This adjustment follows an investor meeting and strong Q3 2026 earnings, which saw digital sales growth and gross margin beats, despite the new target still being below the current trading price. The firm's updated target is based on a 10x EV/EBITDA multiple for fiscal year 2027 estimates, with the stock likely remaining range-bound without broader top-line growth.
VF Corp. stock price target raised to $18 from $14 at Piper Sandler
Piper Sandler has increased its price target for VF Corp. (NYSE:VFC) to $18 from $14, while maintaining a Neutral rating on the stock. This adjustment follows VF Corp.'s fiscal third-quarter earnings beat, driven by strong digital sales growth and improved gross margins, particularly in the Americas. Despite the upgrade, the stock is expected to remain range-bound without broader top-line growth across its brand portfolio, with the new target still below current trading prices.
VF Corp (VFC) Q3 Profit Rebound Tests Valuation Concerns In Bullish Narratives
VF Corp (VFC) reported Q3 2026 results with US$2.9 billion revenue and basic EPS of US$0.77, swinging from losses to a profit of US$300.8 million. This return to profitability and a forecast earnings growth of 28.8% annually support a bullish narrative, despite a historical 40% yearly decline in earnings over five years. The stock trades at a high P/E of 35.1x, but is 22.4% below a DCF fair value of US$25.91, raising valuation questions amidst revenue growth forecasts of only 1.7% annually, along with concerns about a one-off loss and debt coverage.
Driving transformation at The North Face, Timberland and Vans
VF Corporation, which owns 11 brands including The North Face, Timberland, and Vans, is undergoing a significant transformation led by CEO Bracken Darrell and new leadership teams. Leaders from these three brands discussed at NRF 2026: Retail’s Big Show how they are leveraging their brand heritage and focusing on core categories to drive growth and cultural change. They emphasized the importance of radical, holistic transformation, aligning the organization, and fostering innovation to ensure long-term success.
Vans parent VF Corp forecasts upbeat quarterly sales, flags tariff concerns
VF Corp, parent company of Vans, forecasts fourth-quarter revenue above analyst estimates despite facing tariff concerns that are expected to result in a $100 million profit hit in fiscal 2026. While their North Face and Timberland brands showed strong holiday-quarter performance, the Vans unit continues to struggle with an 8% fall in sales. The company is implementing measures like ramping up production and selective price hikes to mitigate the tariff impact.
V.F. Corp. Q3 Earnings & Revenues Beat Estimates, Sales Up Y/Y
V.F. Corporation reported strong fiscal third-quarter 2026 results, surpassing both sales and earnings estimates. Despite a year-over-year earnings decline, revenues increased, driven by the success of The North Face and Timberland brands and robust performance in the Americas region. The company's Reinvent program is progressing, with solid fourth-quarter and fiscal 2026 outlooks focused on growth, cost reduction, and margin improvement.
V.F. Corp. Q3 Earnings & Revenues Beat Estimates, Sales Up Y/Y
V.F. Corp. (VFC) reported strong third-quarter fiscal 2026 results, surpassing revenue and earnings estimates. Despite a year-over-year earnings decline, net revenues increased, driven by strong performances from The North Face and Timberland, particularly in the Americas. The company's Reinvent transformation program is on track, and management remains confident in achieving its medium-term financial targets.
EXEC: VF Corp. Shares Tumble as Weak Fiscal Q1 Guidance Overshadows Q4 Earnings Beat
VF Corporation's shares fell after the company released weak fiscal Q1 guidance, despite reporting better-than-expected Q4 earnings driven by The North Face and Timberland. The Vans brand continued its sales decline, although the CEO expressed optimism about its turnaround, noting growth in e-commerce and positive responses to new products. Overall, the company forecasts flat to slightly up revenue for the fiscal year, with improved gross and operating margins.
VF Corp (VFC) Q3 2026 Earnings Call Highlights: Strong Revenue Growth Amidst Brand Challenges
VF Corp reported a strong Q3 2026 with total revenue up 2% to $2.8 billion, exceeding expectations, and reduced net debt by almost $600 million. While brands like The North Face, Timberland, and Altra showed significant growth, the Vans brand continued to underperform with a 10% revenue decline. The company is focused on a turnaround, leveraging positive digital traffic for Vans, and expects improvement in Q4 despite ongoing challenges from tariffs and macroeconomic factors.
Vans parent VF Corp reports revenue growth and debt reduction in Q3
VF Corp, parent company to brands like Vans, The North Face, and Timberland, reported revenue growth and debt reduction in the third quarter of its 2026 financial year. The company saw a 1% year-on-year revenue increase to $2.875 billion, with operating income at $289 million. Despite this, shares slipped 7% due to executives noting emerging tariff impacts and concerns about Vans' turnaround, particularly in the U.S. market.
Assessing VF Corp (VFC) Valuation As Earnings Approach After Mixed Results And Cautious Guidance
VF Corp (VFC) is facing renewed scrutiny as its earnings report approaches, with the stock recently experiencing a 39.38% short-term rebound despite a 20% overvaluation according to one popular narrative. Analysts have a consensus price target of $15.19, with a wide range, while a Discounted Cash Flow model suggests the shares are undervalued by about 2%. Investors are encouraged to consider both earnings multiples and cash flow generation to assess the company's true value, especially given execution risks like revenue declines in Vans or elevated tariff costs.
V.F.: Fiscal Q3 Earnings Snapshot
V.F. Corp. (VFC) reported strong fiscal third-quarter earnings of $300.8 million, or 76 cents per share, surpassing Wall Street expectations. Adjusted earnings were 58 cents per share, exceeding the average analyst estimate of 43 cents. The company, known for brands like Vans and North Face, also exceeded revenue forecasts with $2.88 billion.
A Look at VF's Upcoming Earnings Report
VF (NYSE: VFC) is scheduled to release its quarterly earnings report on Wednesday, January 28, 2026, with analysts estimating an EPS of $0.43. Investors will be keenly watching for the company to surpass these estimates and provide positive forward guidance, which often drives market reactions more than past performance. The report includes a detailed look at VF's financial overview, past earnings performance, analyst observations, and a comparison with peers like Levi Strauss, Gildan Activewear, and Kontoor Brands.
Truist Securities maintains Hold rating on VF Corp stock amid brand trends
Truist Securities has reiterated its Hold rating and an $18.00 price target for VF Corp. (NYSE:VFC), noting increased bullish investor sentiment despite the stock's high P/E ratio. The firm observed mixed performance among VF Corp's brands, with strong trends for Timberland and The North Face, but limited visibility for Vans' turnaround. Management emphasizes a long-term, product-driven turnaround process without a set timeline for an inflection point.
Truist Financial Maintains VF Corp(VFC.US) With Hold Rating
Truist Financial analyst Joseph Civello has maintained a "hold" rating on VF Corp (VFC.US). According to TipRanks, Civello has a 39.2% success rate and a -5.0% average return over the past year. The information provided is for informational purposes and not an investment recommendation.
Baird Maintains VF Corp(VFC.US) With Buy Rating, Maintains Target Price $25
Baird analyst Jonathan Komp has reiterated a Buy rating for VF Corp (VFC.US) and maintained a target price of $25. Komp has a 54.8% success rate and an average return of 15.6% over the past year, according to TipRanks data. This information is provided for educational purposes and is not an investment recommendation.
V.F. Sees Unusually Large Options Volume (NYSE:VFC)
V.F. Corporation (NYSE:VFC) experienced unusually high options trading volume on Monday, with traders buying 59,340 put options, a 327% increase over the average. This activity suggests significant bearish sentiment or options-hedging. Despite beating Q4 earnings estimates, the stock trades above analysts' consensus target, and its dividend payout ratio of 163.64% raises concerns about dividend sustainability.
EXEC: VF Corp.’s Q3 Benefits From Chilly Weather, Vans’ Turnaround Still Up For Debate
Analysts expect VF Corp. to report Q3 earnings in line with or slightly above guidance, driven by strong performance from The North Face and Timberland due to cold weather. However, there's ongoing debate about the recovery of the Vans brand, which some analysts believe is showing signs of a turnaround while others remain skeptical due to product shortfalls and market share loss. Overall, a year-over-year decline in earnings and revenue is anticipated for the quarter.
VF Corp Stock: Between Turnaround Hopes and Market Fatigue
VF Corp's stock continues to trade near its 52-week low, raising concerns among investors about its ongoing turnaround efforts, financial health, and lukewarm analyst sentiment. Despite owning iconic brands like The North Face and Vans, the company faces significant challenges including high leverage and struggles to reignite consumer interest in some key brands. Wall Street analysts largely maintain a "Hold" rating, awaiting clearer evidence of improved margins, normalized inventory, and sustained free cash flow to de-risk the investment.
Here's How V.F. Corp. Stock is Poised Ahead of Q3 Earnings
V.F. Corporation (VFC) is expected to report declines in both revenue and earnings for its third fiscal quarter of 2026, driven by challenges in its Americas region, particularly with the Vans brand, and macroeconomic pressures. Despite these headwinds, the Zacks Model predicts an earnings beat, attributing it to a positive Earnings ESP and a Zacks Rank #3. The company's Reinvent transformation program, aimed at brand-building and operational improvements, is seen as a positive factor.
V.F. (NYSE:VFC) Given Market Perform Rating at Telsey Advisory Group
Telsey Advisory Group has reissued a "market perform" rating on V.F. (NYSE:VFC) with a new price target of $16.00, suggesting an 18.14% potential downside from its current trading price. The broader analyst consensus for V.F. is currently "Hold," with an average target price of $16.84, based on three Buy, fourteen Hold, and two Sell ratings. V.F. recently outperformed earnings expectations, reporting an EPS of $0.52 against an estimate of $0.42, and revenues of $2.80 billion versus $2.73 billion.
Needham Maintains VF Corp(VFC.US) With Buy Rating, Maintains Target Price $25
Needham analyst Tom Nikic has maintained a Buy rating on VF Corp (VFC.US) and kept the target price at $25. According to TipRanks data, Nikic has a 46.7% success rate and an average return of 7.2% over the past year. This information is provided for informational purposes and is not investment advice.
V.F. (VFC) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
V.F. Corporation (VFC) is expected to announce its Q3 earnings on January 28, with analysts predicting a year-over-year decline in earnings and lower revenues. However, the company has a positive Earnings ESP of +5.51% and a Zacks Rank of #3, indicating a high probability of beating the consensus EPS estimate. V.F. has also consistently surpassed EPS estimates in the past four quarters.
V.F. (VFC) Projected to Post Earnings on Wednesday
V.F. Corporation (NYSE:VFC) is projected to report its Q3 2026 earnings before the market opens on Wednesday, January 28th, with analysts expecting $0.44 EPS and $2.809 billion in revenue. The company recently redeemed 2026 notes and boosted its Q3 2025 earnings above expectations, though its high payout ratio of 163.64% for its 1.9% dividend yield raises concerns about sustainability. Analysts maintain a "Hold" rating with a consensus target price of $16.84, reflecting cautious sentiment despite recent strategic moves.
VF Corp Stock Tests Investor Patience As Turnaround Story Meets Market Reality
VF Corp's stock has been experiencing a volatile period, testing investor patience as its turnaround story confronts market skepticism. Despite management's efforts to refocus on core brands and improve financials, the stock continues to trade sideways or slightly lower, with analysts expressing caution and trimming price targets. The market awaits tangible proof of sustained improvement before fully embracing the company's recovery narrative, making upcoming earnings and guidance critical for its future trajectory.
V.F. (NYSE:VFC) Given New $17.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. has raised its price target for V.F. (NYSE:VFC) to $17.00 from $14.00, maintaining a "neutral" rating on the stock. Despite this increase, the new target suggests a potential downside of 9.94% from its current trading price. The company recently surpassed quarterly earnings and revenue estimates but faces risks due to elevated leverage and valuation metrics.
VF Corp expected to post in-line Q3 earnings
UBS analysts anticipate VF Corp's (NYSE:VFC, XETRA:VFP) Q3 earnings to be largely in line with market expectations, projecting EPS of $0.44 against a Street estimate of $0.45. The firm believes the results are unlikely to significantly alter the company's valuation or sell-side forecasts. While sentiment around VFC is noted as bullish with declining short interest, trends across its brand portfolio, including Vans, The North Face, and Timberland, show mixed results according to industry and Google search data.
VF Corp expected to post in-line Q3 earnings
VF Corp's Q3 earnings are anticipated to align with market expectations, with UBS analysts projecting an in-line performance that is unlikely to significantly alter the company's valuation or analyst forecasts. UBS expects EPS of $0.44, narrowly missing the Street's $0.45 estimate, and noted stable sales growth. The firm raised its 12-month price target to $19, maintaining a 'Neutral' rating, reflecting confidence in the Vans turnaround.
VF Corp. stock price target raised by UBS to $19 from $18
UBS has increased its price target for VF Corp. (NYSE:VFC) to $19 from $18, while maintaining a Neutral rating, based on expectations of in-line third-quarter sales growth and improved Vans brand performance. Despite a high P/E ratio, InvestingPro data suggests the apparel company is undervalued, with analysts forecasting continued sales growth. The report also highlights recent positive earnings beats from VF Corp. and other analyst target adjustments, reflecting varied perspectives on the company's strategic direction.
VF Corp. price target raised to $19 from $18 at UBS
UBS has increased its price target for VF Corp. (VFC) to $19 from $18, while maintaining a Neutral rating on the shares. The firm's analysis indicates that VF Corp.'s sales growth trend for the third quarter was consistent with Street estimates. UBS does not anticipate that VF's Q3 earnings report will lead to significant revisions in analyst estimates.
V.F. Corporation $VFC Stock Holdings Increased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in V.F. Corporation (NYSE:VFC) by 115.2% during the third quarter, bringing its total holdings to 113,951 shares worth $1.64 million. Following this, institutional investors now collectively own 86.84% of the company's stock. Analysts currently rate V.F. with a consensus "Hold" and an average price target of $16.59, despite the company recently surpassing Q3 EPS and revenue estimates.
EXEC: VF Brand Presidents for “Big 3” Brands Talk Transformation
At the NRF Big Show, brand presidents from VF Corp's major brands—Vans, Timberland, and The North Face—discussed their strategies for brand transformation to drive growth. The leaders emphasized the comprehensive and often radical nature of true transformation, focusing on specific playbooks for each brand, including narrowing product focus, leveraging heritage, and reigniting internal energy and consumer connection. Their presentations provided a detailed look into the strategic direction and recovery efforts for each of VF Corp's "Big 3" brands.
Assessing VF Corp (VFC) Valuation After Needham Conviction List Upgrade And Holiday Brand Strength
Needham & Company added VF Corp (VFC) to its Conviction List due to strong holiday sales from The North Face and Timberland, alongside progress at Vans, leading to a significant increase in recent share price. Despite a positive short-term momentum, analysts disagree on VFC's fair value; a popular narrative suggests it's 17.2% overvalued at $16.95, while a DCF model indicates it's 34.1% undervalued at $30.13. The article highlights potential for further analysis and investment considerations for VFC shares.
Vans, Timberland and The North Face Leaders on What It Takes to Reignite Brand Energy
Global brand presidents from Vans, Timberland, and The North Face discussed their strategies for reigniting brand energy and driving VF Corp.'s growth at the NRF Big Show 2026. They highlighted bold leadership, organizational overhauls, and consumer-centric approaches. While Timberland and The North Face have made significant progress by focusing on core categories and disrupting amplification, Vans is in the earlier stages of its transformation, emphasizing product excellence and brand elasticity.
