The Bull Case For VF Corp (VFC) Could Change Following Dickies Sale and Improved Margins – Learn Why

• VF Corporation reported second quarter results on October 28, 2025, with sales of US$2,802.71 million, net income of US$189.77 million, improved operating margins, and announced the sale of the Dickies brand for US$600 million, as well as a declared dividend of US$0.09 per share.
• Growth in The North Face and Timberland brands, progress in Vans performance, and renewed operational efficiency have signaled meaningful progress in VF Corp’s turnaround plan.
• We’ll examine how VF Corporation’s advancing turnaround, highlighted by brand growth and operational gains, affects its investment outlook.

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V.F Investment Narrative Recap

To own V.F. Corporation, you have to believe the turnaround will drive renewed growth in core brands like The North Face and Timberland, while Vans performance stabilizes enough to support margin expansion. The latest results show operational gains and improved profitability, but ongoing weakness at Vans keeps turnaround execution as the primary short-term catalyst and risk. This news does not materially shift that balance, as revenue growth remains slow and the core challenge persists.

One highly relevant announcement is the company's updated revenue guidance for the third quarter of 2026, forecasting a further year-on-year decline of 1% to 3%. This keeps attention focused on the pace and credibility of the turnaround, especially at Vans, and signals that brand-level progress will remain key to near-term outlook and investor sentiment.

Yet against early signs of margin improvement, investors should also be aware of ongoing risks like persistent revenue pressure at key brands and...

Read the full narrative on V.F (it's free!)

V.F's outlook projects $10.3 billion in revenue and $571.3 million in earnings by 2028. This is based on an expected 2.6% annual revenue growth rate and an increase in earnings of about $466 million from the current $104.9 million.

Uncover how V.F's forecasts yield a $15.74 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Eight fair value estimates from the Simply Wall St Community span from US$10 to US$27.85, reflecting a very broad spread of individual outlooks. Some users see opportunity in brand improvement, but persistent revenue pressure at Vans signals that opinions on the company's recovery will likely continue to diverge.

Explore 8 other fair value estimates on V.F - why the stock might be worth 31% less than the current price!

Build Your Own V.F Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your V.F research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free V.F research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate V.F's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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