V.F. (VFC) Stock Forecast & Price Target

VF Corporation has demonstrated impressive brand growth, with sales on StockX increasing by 200% this year, alongside a multi-month rise in search activity, particularly among younger consumers. The brand has enjoyed consistent year-over-year growth in Google searches, reflecting sustained consumer interest and strong brand performance for five consecutive quarters. With anticipated revenue growth of mid-single digits in FY26 and high-single digits in FY27, coupled with the potential for Vans to rebound more quickly due to product innovation and a strengthened e-commerce platform, VF Corporation is positioned for robust financial improvement.

VF Corporation is experiencing significant revenue declines, particularly in its North American market, where The North Face brand has reported four consecutive quarters of double-digit declines and Vans has similarly struggled, with ongoing negative year-over-year revenue growth. The company's outlook remains bleak as Timberland is also challenged by volatility and an inability to maintain growth momentum, which raises concerns about the overall stability of its largest brand. Additionally, macroeconomic conditions in Asia further exacerbate the financial pressures, suggesting that if current trends continue, VF's fundamental business performance may deteriorate further.