Update shared on27 Aug 2025
Fair value Increased 2.01%Analysts have modestly raised V.F.'s fair value target to $15.19, citing improving financials, realized cost savings, and early signs of consumer demand recovery that outweigh previously priced-in risks.
Analyst Commentary
- Improving financials and realized cost savings provide support for earnings recovery.
- High operating leverage offers upside potential in a favorable macroeconomic environment for 2026.
- Tariff, higher cost, and sales risks appear to be already priced into shares following recent quarterly reports.
- Encouraging back-to-school spending signals strengthening consumer demand.
- Potential for improved macro conditions and investor sentiment heading into 2026 could drive valuation higher.
What's in the News
- Company completed repurchase of 36,028,885 shares (9.01%) for $2,513 million under buyback program announced in 2017, with no shares repurchased in the latest tranche.
- Earnings guidance for Q2 2026 forecasts revenue decline of 2–4% year-over-year in Canadian dollars.
Valuation Changes
Summary of Valuation Changes for V.F
- The Consensus Analyst Price Target has risen slightly from $14.89 to $15.19.
- The Discount Rate for V.F remained effectively unchanged, moving only marginally from 11.60% to 11.42%.
- The Future P/E for V.F remained effectively unchanged, moving only marginally from 14.27x to 14.49x.
Disclaimer
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