V.F Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
V.FDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -40% zurückgegangen, während in der Branche Luxury die Gewinne wachsen. Die Umsatzerlöse sind rückläufig mit einer durchschnittlichen Rate von 2.3% pro Jahr. V.F Die Eigenkapitalrendite des Unternehmens beträgt 12.5%, und die Nettomargen liegen bei 2.3%.
Wichtige Informationen
-40.04%
Wachstumsrate der Gewinne
-40.00%
EPS-Wachstumsrate
| Luxury Wachstum der Industrie | 12.25% |
| Wachstumsrate der Einnahmen | -2.30% |
| Eigenkapitalrendite | 12.55% |
| Netto-Marge | 2.34% |
| Nächste Ertragsaktualisierung | 20 May 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Analyse-Update • May 01
VFC: Fair Outlook Will Depend On Vans Recovery And Execution Improvements
The analyst fair value estimate for V.F. has moved from $16.95 to $20.70 as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E, supported by a series of recent upgrades and price target increases from the Street. Analyst Commentary Recent Street research on V.F. reflects a mix of optimism about the potential for better execution and caution about the pace of brand recovery, especially at Vans.
Analyse-Update • Apr 16
VFC: Extended Brand Recovery Timeline Will Pressure Future P E Expectations
Analysts have lifted their average price target for V.F., with many pointing to refreshed earnings estimates and moderated discount rates as they reassess assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on V.F. has been active, with several firms adjusting price targets and ratings as they revisit earnings assumptions, brand recovery timelines and valuation frameworks.Seeking Alpha • Apr 15
V.F. Corporation: A Decent Job Done, But I'm Not Excited Yet
Summary V.F. Corporation has shown operational improvement under CEO Bracken Darrell, but growth remains weak, and Vans continues to drag performance. The North Face and Timberland are driving mid- to high-single-digit growth and higher margins, while Dickies has been divested to streamline the portfolio. Profitability and leverage have improved, with interest coverage at 7x and a target leverage ratio of ≤3.5x by FY26, but debt remains elevated. Despite a 68% share price rally in the past year, VFC still trades above fair value ($17.67), and I remain unexcited due to ongoing brand challenges. Read the full article on Seeking AlphaAnalyse-Update • Apr 02
VFC: Vans Recovery Timing Will Drive Lower Future P E Expectations
Analysts have updated their views on V.F., with a mix of lowered and raised price targets. They are weighing an extended Vans brand recovery alongside revised expectations for revenue growth, higher profit margins, and a lower future P/E multiple, leaving the internal fair value estimate at $14.00 per share unchanged.
Analyse-Update • Mar 18
VFC: Vans Brand Repair In 2026 Will Reframe Risk Reward
The analyst price target for V.F. has been revised higher from $25.00 to $31.42. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, even as some remain cautious about the pace of Vans brand recovery.Analyse-Update • Mar 04
VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward
The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.Analyse-Update • Feb 18
VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution
Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.Analyse-Update • Feb 04
VFC: Inventory Discipline And 2026 Outlook Will Reframe Risk Reward Profile
Analysts have nudged their price targets on V.F. higher, and this is reflected in our fair value estimate moving from $30.70 to $31.44, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on V.F. has leaned constructive, with a cluster of price target increases from multiple firms over a short period.Analyse-Update • Jan 21
VFC: Margin Repair And Self Help Will Reframe Risk Reward Profile
Analysts have lifted their implied fair value estimate for V.F. to about $30.70 from roughly $27.85, citing Street price target increases and a view that modestly lower risk assumptions and slightly stronger margin expectations offset more cautious revenue growth forecasts and a marginally lower future P/E multiple. Analyst Commentary Street research on V.F. has leaned more constructive recently, with several bullish analysts lifting price targets and framing current levels as more aligned with a reset earnings base and margin profile.Analyse-Update • Jan 06
VFC: Future Returns Will Hinge On Prolonged Vans Weakness Despite Sector Tailwinds
Analysts have nudged their fair value estimate for V.F. shares slightly higher, reflecting a modestly increased average Street price target in the mid-teens to low US$20s range, as they balance cautious views on Vans with more constructive opinions on other brands and the broader specialty retail sector. Analyst Commentary Street research on V.F. is mixed, with most firms nudging price targets higher but stopping short of a consensus bullish stance.Analyse-Update • Dec 21
VFC: Future Returns Will Depend On Vans Turnaround Versus Improving Profitability
The analyst price target for V.F. has been raised modestly from about $16.05 to approximately $16.95 per share. Analysts now see improving profitability and a slightly lower valuation multiple offsetting slower expected revenue growth, amid mixed but generally upward revisions to Street price targets.Analyse-Update • Dec 07
VFC: Prolonged Brand Weakness Is Expected To Cap Returns Through 2026
The analyst price target for V.F. has inched higher, rising to about $16 from roughly $15.50, as analysts modestly reward incremental progress and asset sales while remaining cautious about the pace of a Vans turnaround and the durability of earnings growth. Analyst Commentary Recent Street research reflects a cautiously balanced stance on V.F., with modest price target increases offset by ratings downgrades and ongoing skepticism around the Vans turnaround.Analyseartikel • Dec 02
Revenues Not Telling The Story For V.F. Corporation (NYSE:VFC) After Shares Rise 29%
V.F. Corporation ( NYSE:VFC ) shareholders would be excited to see that the share price has had a great month, posting...Analyse-Update • Nov 23
VFC: Cost Controls And Brand Challenges Will Influence Returns Through 2026
Analysts have modestly increased their price target on V.F. to $16.05, up $0.05. They cite incremental improvement in profit margin and a balanced risk-reward outlook as reasons for their more constructive stance.Analyse-Update • Nov 07
VFC: Share Buybacks And Brand Recovery Will Support Upside Momentum
Analysts have raised their fair value estimate for V.F. to $16.00, citing modest improvements in revenue growth and profit margin forecasts, as well as ongoing uncertainty around the recovery of key brands such as Vans. Analyst Commentary Recent Street research reflects a mix of optimism and caution among analysts covering V.F. Corp.Analyse-Update • Oct 23
Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges
The analyst price target for V.F. has increased modestly from $15.49 to $15.74 per share, as analysts cite recent upward revisions in price targets, encouraging progress within core brand units, and a more optimistic outlook for financial performance. Analyst Commentary Recent research updates highlight both optimism and caution among market observers evaluating V.F.'s trajectory.Analyse-Update • Sep 11
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
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.Analyseartikel • Sep 08
Subdued Growth No Barrier To V.F. Corporation (NYSE:VFC) With Shares Advancing 27%
V.F. Corporation ( NYSE:VFC ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Analyse-Update • Aug 27
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
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.Analyseartikel • Jul 08
Should You Think About Buying V.F. Corporation (NYSE:VFC) Now?
V.F. Corporation ( NYSE:VFC ), might not be a large cap stock, but it saw a significant share price rise of 28% in the...Analyseartikel • Jun 16
V.F (NYSE:VFC) Use Of Debt Could Be Considered Risky
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • May 29
We Like V.F's (NYSE:VFC) Earnings For More Than Just Statutory Profit
The stock was sluggish on the back of V.F. Corporation's ( NYSE:VFC ) recent earnings report. Along with the solid...Analyseartikel • May 13
V.F. Corporation (NYSE:VFC) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
V.F. Corporation ( NYSE:VFC ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
Neue Analyse • Apr 23
North Face, Timberland And Vans Will Drive Operational Transformation
Significant transformation program focusing on operational efficiency and leadership restructuring aims to enhance profitability and achieve higher operating margins.Seeking Alpha • Mar 26
V.F. Corporation: Oversold After Sector Sell-Off
Summary I believe V.F. Corporation's turn-around efforts are succeeding, despite a recent 40% decline, and maintain a two-year price target of $35. CEO Bracken Darrell's strategies have improved solvency by reducing debt, cutting dividends, and rationalizing costs, driving up cash flow significantly. Inventory reductions and SKU cuts have stabilized revenue trends, with growth seen in Timberland and North Face, especially in China. Management's reinstated revenue guidance and improved internal forecasts indicate regained control, though short-term revenue declines are expected. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
V.F. Corporation: Plenty Of Progress, Though Challenges Persist (Rating Upgrade)
Summary V.F. Corporation's stock has surged 29% since October 2024, warranting a reassessment of its financial health and growth prospects. It has made key improvements, including a revenue turnaround, due to progress in The North Face and the Americas market, along with debt reduction. The company's medium-term targets also show expected margin expansion. And improved market multiples are encouraging too. If the company can continue to make progress in sales growth, there could be a Buy case for it again. But for now, despite all the progress, it's a Hold. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
V.F. Corporation: Improving, But The Market Already Discounts A Turnaround
Summary V.F. Corporation's Q3 2025 earnings show positive results, with the North Face and Timberland brands improving, and Vans still underperforming. Despite debt reduction from Supreme's sale, low-cost debt means minimal income statement impact; deleveraging offers limited financial benefits. VFC's valuation appears optimistic; achieving a 12.5% operating margin is challenging but necessary for fair returns, leaving little upside potential. Given the speculative nature and current pricing, I recommend waiting for a lower entry point. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
V.F. Corp: Still Early Days, But Clear Signs That A Turnaround Is Afoot
Summary V.F. Corp, parent of brands like The North Face and Vans, is undergoing a promising turnaround under new CEO Bracken Darrell. Key hires, including Sun Choe as Global Brand President of Vans, signal qualitative progress. Financial improvements include a repaired balance sheet, better inventory management, and stabilizing gross margins. Despite skepticism from analysts, the turnaround plan aims to double margins by 2027/2028, making shares potentially attractive. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
V.F. Corporation: Despite Likely Timberland Strength, Turnaround Remains Uncertain
Summary V.F. Corporation's Investor Day Part 1 focused on the cost structure, with a midterm plan to increase the operating margin to 10%. A brand turnaround, especially in Vans and North Face, remains at the center of the VFC turnaround, and signs of Timberland's strength aren't enough to offset remaining turnaround uncertainty. The sale of Supreme raised my fair value estimate considerably, but I still estimate 24% downside to a fair value of $16 due to turnaround uncertainty. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
V.F. Corp. Q2 Earnings: Time To Party? Not So Fast, Mr. Market
Summary V.F. Corporation released its Q2 FY2025 results yesterday after the bell, which sparked a massive relief rally. VFC stock is up over 20% in after-hours trading. Adjusted EPS and revenue came in above consensus, but the real reasons for the market's improved sentiment lie elsewhere - in the sequential improvement at Vans and Timberland. There were a few other bright spots in VFC's latest results, but I'm keeping the champagne bottle closed for now - also considering Moody's recent credit rating downgrade to junk. Free cash flow guidance is weak, and I increasingly believe management may not be able to meet its previously reiterated deleveraging guidance. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
V.F. Corporation: A Top Retail Turnaround Story For 2025
Summary V.F. Corporation is actively deleveraging its balance sheet, notably selling Supreme for $1.5 billion to pay down significant debt. CEO Bracken Darrell, with a successful turnaround history at Logitech, is leading the revitalization efforts, focusing on innovation and cost control. Vans' performance is crucial, with new leadership and early signs of product innovation showing potential for brand recovery. VFC aims to achieve $300 million in cost savings by FY2025, targeting an EBITDA of $1.2 billion and a potential valuation of $18 billion. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie V.F Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 27 Dec 25 | 9,583 | 224 | 4,622 | 0 |
| 27 Sep 25 | 9,541 | 92 | 4,611 | 0 |
| 28 Jun 25 | 9,496 | 105 | 4,621 | 0 |
| 29 Mar 25 | 9,505 | 69 | 4,615 | 0 |
| 28 Dec 24 | 9,608 | -193 | 4,614 | 0 |
| 28 Sep 24 | 9,555 | -453 | 4,615 | 0 |
| 29 Jun 24 | 9,717 | -1,108 | 4,598 | 0 |
| 30 Mar 24 | 9,916 | -1,018 | 4,642 | 0 |
| 30 Dec 23 | 10,408 | -821 | 4,727 | 0 |
| 30 Sep 23 | 11,158 | -222 | 4,845 | 0 |
| 01 Jul 23 | 11,319 | 112 | 4,964 | 0 |
| 01 Apr 23 | 11,089 | 756 | 4,817 | 0 |
| 31 Dec 22 | 11,698 | 414 | 4,916 | 0 |
| 01 Oct 22 | 11,791 | 424 | 4,891 | 0 |
| 02 Jul 22 | 11,909 | 1,006 | 4,822 | 0 |
| 02 Apr 22 | 11,842 | 1,216 | 4,769 | 0 |
| 01 Jan 22 | 11,600 | 1,198 | 4,793 | 0 |
| 02 Oct 21 | 10,947 | 1,007 | 4,613 | 0 |
| 03 Jul 21 | 10,357 | 787 | 4,493 | 0 |
| 03 Apr 21 | 9,239 | 355 | 4,120 | 0 |
| 26 Dec 20 | 8,759 | -190 | 4,114 | 0 |
| 26 Sep 20 | 8,943 | -96 | 4,182 | 0 |
| 27 Jun 20 | 9,514 | 286 | 4,286 | 0 |
| 28 Mar 20 | 10,489 | 629 | 4,529 | 0 |
| 28 Dec 19 | 10,069 | 1,096 | 4,410 | 0 |
| 28 Sep 19 | 10,141 | 1,084 | 4,367 | 0 |
| 29 Jun 19 | 10,180 | 874 | 4,326 | 0 |
| 30 Mar 19 | 10,267 | 870 | 4,377 | 0 |
| 29 Dec 18 | 11,630 | 1,148 | 4,616 | 0 |
| 29 Sep 18 | 12,051 | 666 | 4,770 | 0 |
| 30 Jun 18 | 12,225 | 723 | 4,772 | 0 |
| 31 Mar 18 | 11,492 | 637 | 4,508 | 0 |
| 30 Dec 17 | 8,395 | 268 | 3,626 | 0 |
| 30 Sep 17 | 12,186 | 1,025 | 4,431 | 0 |
| 01 Jul 17 | 12,005 | 1,124 | 4,298 | 0 |
| 01 Apr 17 | 11,966 | 1,145 | 4,234 | 0 |
| 31 Dec 16 | 11,026 | 1,079 | 3,897 | 0 |
| 01 Oct 16 | 11,609 | 1,270 | 4,005 | 0 |
| 02 Jul 16 | 11,811 | 1,243 | 4,024 | 0 |
| 02 Apr 16 | 11,917 | 1,274 | 4,030 | 0 |
| 02 Jan 16 | 10,996 | 1,217 | 3,748 | 0 |
| 03 Oct 15 | 12,285 | 1,031 | 4,120 | 0 |
| 04 Jul 15 | 12,276 | 1,044 | 4,143 | 0 |
Qualität der Erträge: VFC hat einen großen einmalig Verlust von $177.1M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 27th December, 2025 auswirkt.
Wachsende Gewinnspanne: VFC in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: VFC ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um -40% pro Jahr gesteigert.
Beschleunigtes Wachstum: VFC ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: VFC ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Luxury (-10%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: VFCDie Eigenkapitalrendite des Unternehmens (12.5%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/06 05:16 |
| Aktienkurs zum Tagesende | 2026/05/06 00:00 |
| Gewinne | 2025/12/27 |
| Jährliche Einnahmen | 2025/03/29 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
V.F. Corporation wird von 46 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Staszak | Argus Research Company |
| Jonathan Komp | Baird |
| Matthew McClintock | Barclays |