V.F (VFC) 주식 개요
V.F. Corporation은 자회사와 함께 미주, 유럽 및 아시아 태평양 지역에서 남성, 여성 및 아동용 브랜드 의류, 신발 및 액세서리를 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
V.F. Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$16.88 |
| 52주 최고가 | US$22.27 |
| 52주 최저가 | US$11.11 |
| 베타 | 1.59 |
| 1개월 변동 | -4.31% |
| 3개월 변동 | -10.21% |
| 1년 변동 | 37.80% |
| 3년 변동 | -11.67% |
| 5년 변동 | -77.63% |
| IPO 이후 변동 | 3,828.44% |
최근 뉴스 및 업데이트
Seeking Alpha • Jun 26
V.F. Corporation: Vans Is Improving, But The Turnaround Still Needs More Time
Summary V.F. Corporation remains a hold as Vans' recovery is incomplete, despite early signs of improvement in Americas DTC. The North Face and Timberland continue to grow, reducing portfolio reliance on Vans and providing stability to VFC’s revenue base. Valuation remains at ~15x forward P/E, reflecting improved fundamentals but persistent execution risk tied to Vans and H2-weighted FY27 guidance. I would upgrade to buy if Vans’ recovery broadens globally and FY27 growth becomes less dependent on H2 performance. Read the full article on Seeking Alpha분석 기사 • 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...
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • Jun 26
V.F. Corporation: Vans Is Improving, But The Turnaround Still Needs More Time
Summary V.F. Corporation remains a hold as Vans' recovery is incomplete, despite early signs of improvement in Americas DTC. The North Face and Timberland continue to grow, reducing portfolio reliance on Vans and providing stability to VFC’s revenue base. Valuation remains at ~15x forward P/E, reflecting improved fundamentals but persistent execution risk tied to Vans and H2-weighted FY27 guidance. I would upgrade to buy if Vans’ recovery broadens globally and FY27 growth becomes less dependent on H2 performance. Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
새로운 내러티브 • 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 Alpha주주 수익률
| VFC | US Luxury | US 시장 | |
|---|---|---|---|
| 7D | 2.3% | -0.8% | -0.9% |
| 1Y | 37.8% | -14.3% | 19.4% |
수익률 대 산업: VFC은 지난 1년 동안 -13.1%의 수익을 기록한 US Luxury 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: VFC은 지난 1년 동안 20.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| VFC volatility | |
|---|---|
| VFC Average Weekly Movement | 6.4% |
| Luxury Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: VFC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: VFC의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1899 | 20,280 | Bracken Darrell | www.vfc.com |
V.F. Corporation은 자회사들과 함께 미주, 유럽, 아시아·태평양 지역에서 남성, 여성, 아동용 브랜드 의류, 신발 및 액세서리를 판매하고 있습니다. 이 회사는 ‘아웃도어(Outdoor)’와 ‘액티브(Active)’라는 두 가지 사업 부문을 통해 운영됩니다.
V.F. Corporation 기초 지표 요약
| VFC 기초 통계 | |
|---|---|
| 시가총액 | US$6.57b |
| 순이익 (TTM) | US$254.92m |
| 매출 (TTM) | US$9.61b |
25.9x
주가수익비율(P/E)0.7x
주가매출비율(P/S)VFC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| VFC 손익계산서 (TTM) | |
|---|---|
| 매출 | US$9.61b |
| 매출원가 | US$4.33b |
| 총이익 | US$5.27b |
| 기타 비용 | US$5.02b |
| 순이익 | US$254.92m |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
Jul 29, 2026
| 주당순이익(EPS) | 0.65 |
| 총이익률 | 54.89% |
| 순이익률 | 2.65% |
| 부채/자본 비율 | 190.8% |
VFC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.1%
현재 배당 수익률55%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 05:48 |
| 종가 | 2026/07/13 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2026/03/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
V.F. Corporation는 44명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| Jonathan Komp | Baird |
| Matthew McClintock | Barclays |