V.F. Corporation

NYSE:VFC 株式レポート

時価総額：US$7.0b

V.F 将来の成長

Future 基準チェック /46

V.F利益と収益がそれぞれ年間23.2%と2.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.9% 23.3%なると予測されています。

主要情報

23.2%

収益成長率

23.32%

EPS成長率

Luxury 収益成長17.9%
収益成長率2.1%
将来の株主資本利益率22.85%
アナリストカバレッジ

Good

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
Seeking Alpha • May 28

V.F. Corporation: The Reasons Why I Still Cannot Upgrade To Buy

Summary V.F. Corporation remains rated Hold as growth returns and deleveraging continues, but weak consumer confidence poses a near-term headwind. Recent earnings highlight brand-level growth metrics and revenue trends, with a focus on how each brand contributed to overall performance. Progress on net debt reduction is noted, supporting the ongoing deleveraging narrative and financial stability. Macro environment and U.S. consumer sentiment have shifted since prior coverage, influencing VFC's outlook and risk profile. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:VFC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/202910,0256087561,0167
3/31/20289,80250973787021
3/31/20279,49142859371521
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
3/28/202010,489629541875N/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
7/4/201512,2761,044N/A1,225N/A

アナリストによる今後の成長予測

収入対貯蓄率: VFCの予測収益成長率 (年間23.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: VFCの収益 ( 23.2% ) はUS市場 ( 17% ) よりも速いペースで成長すると予測されています。

高成長収益: VFCの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: VFCの収益 ( 2.1% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: VFCの収益 ( 2.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VFCの 自己資本利益率 は、3年後には高くなると予測されています ( 22.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/29 15:30
終値2026/05/29 00:00
収益2026/03/28
年間収益2026/03/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

V.F. Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
John StaszakArgus Research Company
Jonathan KompBaird
Matthew McClintockBarclays