V.F. Corp. is upgraded from sell to hold due to the strong quarterly earnings results. Recent strong stock performance in late 2025 does not offset fundamental challenges highlighted in the latest earnings; however, macroeconomic indicators also signal a weak consumer going forward. Brand-level growth remains mixed, with revenue and guidance data reinforcing caution on VFC's near-term prospects.
V.F. Corporation returned to organic growth in Q3 after the divestment of Dickies. The earnings turnaround is progressing, but in a volatile manner. VFC's performance varied largely by brand and market as Vans' weakness continues. I estimate VFC stock to have a fair value of $18.3.
VF Corp (NYSE:VFC, XETRA:VFP), the parent company of The North Face, Vans, and Timberland, reported quarterly earnings that topped Wall Street expectations, driven by strong holiday sales and margin expansion. The company posted third-quarter earnings of $0.58 per share, excluding non-recurring items, $0.13 above the FactSet consensus of $0.45.
Vans parent VF Corp reported third-quarter revenue above analysts' estimate on Wednesday, helped by continued strength in demand for its footwear, bags and lifestyle apparel despite ongoing economic uncertainty.
DENVER--(BUSINESS WIRE)--VF Corporation Progressed on Transformation in Its Third Quarter Fiscal 2026 Delivering Revenue Growth, Margin Expansion and Debt Reduction.
VF Corp (NYSE:VFC, XETRA:VFP)'s third quarter earnings report is expected to be largely in line with market expectations, with UBS analysts believing that the results are unlikely to prompt major revisions to the company's valuation or sell-side forecasts. UBS projects the Vans and Timberland maker to report Q3 earnings per share (EPS) of $0.44, compared with the Street estimate of $0.45, and s...
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