V.F. (VFC) reported earnings 30 days ago. What's next for the stock?
Vans parent VF Corp (NYSE:VFC) is down 7.5% to trade at $19.63 at last glance, after suffering a downgrade at J.P.
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V.F. Corp. is upgraded from sell to hold due to the strong quarterly earnings results. Recent strong stock performance in late 2025 does not offset fundamental challenges highlighted in the latest earnings; however, macroeconomic indicators also signal a weak consumer going forward. Brand-level growth remains mixed, with revenue and guidance data reinforcing caution on VFC's near-term prospects.
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Explore V.F.'s (VFC) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
V.F. Corporation returned to organic growth in Q3 after the divestment of Dickies. The earnings turnaround is progressing, but in a volatile manner. VFC's performance varied largely by brand and market as Vans' weakness continues. I estimate VFC stock to have a fair value of $18.3.
VFC beats Q3 earnings and revenue estimates as sales rise 1% Y/Y, led by The North Face and Timberland, keeping its Reinvent targets on track.
V.F. Corporation (VFC) Q3 2026 Earnings Call Transcript
VF Corp (NYSE:VFC, XETRA:VFP), the parent company of The North Face, Vans, and Timberland, reported quarterly earnings that topped Wall Street expectations, driven by strong holiday sales and margin expansion. The company posted third-quarter earnings of $0.58 per share, excluding non-recurring items, $0.13 above the FactSet consensus of $0.45.
While the top- and bottom-line numbers for V.F. (VFC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.