Update shared on11 Sep 2025
Fair value Increased 1.97%Analysts have modestly raised V.F's price target to $15.49, driven by ongoing operational improvements at Vans, positive spending trends, and successful cost-cutting measures that bolster the outlook for growth and profitability.
Analyst Commentary
- Ongoing operational improvements at the Vans unit driving optimism for recovery and growth.
- Encouraging back-to-school spending trends providing positive signals for near-term revenue.
- Cost headwinds and tariff impacts now seen as fully reflected in current share price.
- Improved financials, successful cost-cutting initiatives, and high operating leverage enhancing profitability outlook.
- Anticipated better macroeconomic conditions and investor sentiment could boost prospects through 2026.
What's in the News
- V.F. Corporation expects second quarter 2026 revenue to decline by 2% to 4% versus last year.
- No shares were repurchased in the most recent tranche; the company has completed the buyback of 36,028,885 shares (9.01%) for $2,513 million under the 2017 program.
Valuation Changes
Summary of Valuation Changes for V.F
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $15.19 to $15.49.
- The Future P/E for V.F remained effectively unchanged, moving only marginally from 14.39x to 14.64x.
- The Discount Rate for V.F remained effectively unchanged, moving only marginally from 11.16% to 11.07%.
Disclaimer
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