V.F. Corporation

NYSE:VFC Rapport sur les actions

Capitalisation boursière : US$5.1b

V.F Croissance future

Future contrôle des critères 4/6

V.F devrait augmenter ses bénéfices et son chiffre d'affaires de 23.9% et de 2.7% par an respectivement. Le BPA devrait croître de de 24.1% par an. Le rendement des capitaux propres devrait être 27% dans 3 ans.

Informations clés

23.9%

Taux de croissance des bénéfices

24.14%

Taux de croissance du BPA

Luxury croissance des bénéfices11.4%
Taux de croissance des recettes2.7%
Rendement futur des capitaux propres27.03%
Couverture par les analystes

Good

Dernière mise à jour03 Sep 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Sep 10

VFC: Turnaround In 2026 Will Hinge On Vans Brand Recovery

Analysts have trimmed the implied fair value for V.F. to about $29.97 from $31.42 after a series of lower Street price targets in the $16 to $23 range. They cite ongoing macro pressure, questions around the pace of the turnaround, and uncertainty over key brand recovery, even as some see early signs of improvement.
Mise à jour du récit • Aug 27

VFC: Future Upside Will Rely On Turnaround Execution And Brand Recovery Timing

Analysts have trimmed their price expectations for V.F., cutting the implied fair value from about $19.45 to $18.77 per share. This reflects reduced price targets across the Street as they weigh mixed Q1 results, ongoing macro pressure, questions around the wholesale channel and brand recovery timing, as well as some early signs of improvement in margins and revenue growth assumptions.
Mise à jour du récit • Aug 13

VFC: Prolonged Brand Turnaround Uncertainty Will Continue To Pressure Future P/E Expectations

Analysts have lowered the fair value estimate for V.F. to $13.00 from $14.00 as a series of reduced price targets and ongoing questions around the timing of the Vans recovery and the broader turnaround temper expectations, even with some early signs of improvement in certain brands. Analyst Commentary Recent Street research on V.F. highlights a cautious tone, even where ratings remain neutral or positive.
Seeking Alpha • Aug 07

V.F. Corporation: The Vans Drag Needs To Be Fixed

Summary V.F. Corporation remains rated Hold as I reassess its latest quarterly results. Deleveraging progress continues, but macro headwinds and weak consumer sentiment persist. Vans continues to drag on VFC’s overall performance, impacting demand dynamics. Valuation and recent insider activity are considered, but no clear catalyst for an upgrade emerges. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 30

VFC: Future Upside Will Depend On Emerging Vans And Timberland Momentum

Analysts have trimmed their fair value estimate for V.F. to about $19.45 from roughly $20.19, reflecting slightly lower assumed future P/E and price targets across the Street, even as updated models factor in modestly better revenue growth and profit margin assumptions. Analyst Commentary Recent Street commentary on V.F. shows a split view, with some bullish analysts focusing on brand momentum and others more cautious about execution risks and earnings visibility.
Article d’analyse • Jun 19

V.F (VFC) Stock Could Be 14.2% Undervalued As Lower Oil Costs Aid Margins

Recent oil price declines and the planned reopening of the Strait of Hormuz have created a cheaper freight and input cost backdrop for V.F (VFC) as it locks in key autumn and winter orders. See our latest analysis for V.F. At a share price of $17.33, V.F has seen a 6.45% 90 day share price return, while the year to date share price return is down 4.57% and the 1 year total shareholder return is 50.55%. This suggests recent momentum has improved from a weaker multi year picture, where the 5...
Mise à jour du récit • Jun 12

VFC: Prolonged Vans Weakness Will Continue To Pressure Future P/E Expectations

Analysts have trimmed their average price targets on V.F. to a tighter band around $18 to $19, reflecting a mixed view that balances recent target cuts tied to Vans softness and cautious near term guidance, along with some upgraded calls citing signs of improving brand momentum. Analyst Commentary Recent Street research on V.F. shows a cluster of price targets concentrated in the mid to high teens, with several cautious resets as analysts weigh brand momentum against execution risks, especially around Vans and the near term outlook.
Mise à jour du récit • May 29

VFC: Future Upside Will Hinge On Vans Turnaround Momentum

V.F.'s analyst price target has been reduced by $0.51 to approximately $20.19, as analysts factor in lower revenue growth and profit margin assumptions, along with a higher future P/E and mixed views on Vans momentum and brand strength across the portfolio. Analyst Commentary Recent research on V.F. shows a split between cautious and more constructive views, with several firms trimming price targets while others are upgrading the stock as they reassess brand momentum, margins, and execution risk.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
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Nouveau récit • 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:VFC - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202910,0586417149758
3/31/20289,79651568284421
3/31/20279,50143047670221
6/27/20269,514274581754N/A
3/28/20269,605255505671N/A
12/27/20259,583224310467N/A
9/27/20259,54192240375N/A
6/28/20259,496105168300N/A
3/29/20259,50569339465N/A
12/28/20249,608-193419545N/A
9/28/20249,555-453618752N/A
6/29/20249,717-1,108719871N/A
3/30/20249,916-1,0188171,015N/A
12/30/202310,408-8211,0631,283N/A
9/30/202311,158-222-20239N/A
7/1/202311,319112-400-134N/A
4/1/202311,089756-901-656N/A
12/31/202211,698414-1,023-767N/A
10/1/202211,791424-158121N/A
7/2/202211,9091,006131425N/A
4/2/202211,8421,216536864N/A
1/1/202211,6001,198621969N/A
10/2/202110,9471,0077491,059N/A
7/3/202110,3577871,0921,397N/A
4/3/20219,2393551,0391,313N/A
12/26/20208,759-1908521,175N/A
9/26/20208,943-969681,323N/A
6/27/20209,514286580938N/A
3/28/202010,489629N/A875N/A
12/28/201910,0691,096N/A1,069N/A
9/28/201910,1411,084N/A1,196N/A
6/29/201910,180874N/A1,321N/A
3/30/201910,267870N/A1,664N/A
12/29/201811,6301,148N/A-1,221N/A
9/29/201812,051666N/A-1,087N/A
6/30/201812,225723N/A-901N/A
3/31/201811,492637N/A-973N/A
12/30/20178,395268N/A1,475N/A
9/30/201712,1861,025N/A1,437N/A
7/1/201712,0051,124N/A1,457N/A
4/1/201711,9661,145N/A1,413N/A
12/31/201611,0261,079N/A1,481N/A
10/1/201611,6091,270N/A1,531N/A
7/2/201611,8111,243N/A1,473N/A
4/2/201611,9171,274N/A1,459N/A
1/2/201610,9961,217N/A1,204N/A
10/3/201512,2851,031N/A1,051N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VFC ( 23.9% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de VFC ( 23.9% par an) devraient croître plus rapidement que le marché US ( 17.3% par an).

Croissance élevée des bénéfices: Les bénéfices de VFC devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VFC ( 2.7% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VFC ( 2.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VFC devrait être élevé dans 3 ans ( 27 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/10 10:43
Cours de l'action en fin de journée2026/09/10 00:00
Les revenus2026/06/27
Revenus annuels2026/03/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

V.F. Corporation est couverte par 44 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John StaszakArgus Research Company
Jonathan KompBaird
Matthew McClintockBarclays