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

VF Corporation has reported a positive trajectory in its revenue growth, with The North Face achieving a 4% increase this quarter, further bolstered by its strong consumer appeal reflected in the significant improvement of its rankings in best-selling items. Additionally, the company projects an increase in free cash flow for fiscal year 2026, anticipated to exceed $313 million, despite facing headwinds from the sale of Dickies and tariff impacts. Overall, the fiscal third quarter estimates indicate total revenue growth of 2.0% year-over-year, highlighting resilience and operational strength across key brands such as Timberland and The North Face.

VF Corporation is experiencing persistent declines in revenue across key brands, particularly Vans, which reported a year-over-year revenue drop of 11% in the second quarter, reflecting ongoing challenges in the market and branding strategies. The company anticipates a modest revenue decline of 1%-3% year-over-year in the upcoming fiscal third quarter, with the gross margin projected to decline due to tariffs, compounding the adverse financial outlook. Additionally, turnover efforts in addressing underperformance at Vans, The North Face, and Timberland have failed to stimulate sales growth, suggesting potential long-term negative implications for investor sentiment and overall earnings.