$VFC

Major apparel brands Nike (NKE), Lululemon (LULU), Under Armour (UAA), and V.F. Corp. (VFC) have seen significant declines in market value over the past five years, with VFC losing 76.3%. Nike reported $46.4B in fiscal 2026 revenue and faces challenges in China. LULU lowered its sales outlook, while UAA and VFC are restructuring. Year-to-date, UAA is up 36%, while others have declined 7%-42%.

Moody's upgraded VF Corp.'s (VFC) outlook to stable from negative, citing debt reduction and improved credit metrics. The company's debt/EBITDA is 3.9x, and EBITA/Interest is 3.1x. Moody's expects further debt reduction and improved metrics by fiscal 2027. VF Corp. generated $9.5B in revenue, with strong performance from North Face, Vans, and Timberland brands.

VF Corp. (VFC) raised its fiscal 2027 revenue outlook to 2%+ growth, citing Q1 performance. Outdoor segment grew 5%, while Vans fell 9%. Management expects Vans to improve in H2. Q1 revenue was flat, beating expectations. VFC maintained its margin and leverage targets. Crocs (CROX) reported record Q2 revenue, while Under Armour (UAA) lowered its full-year outlook.

VF Corporation (VFC) trades at a discount with a forward P/E of 12.23, below industry and historical averages. Its Outdoor segment grew 5% in Q1, but Vans declined 9%. The company aims for an 8% adjusted operating margin in fiscal 2027, with debt reduction progress reported. Crocs (CROX) and Under Armour (UAA) are mentioned as comparisons.

VF Corporation (VFC) shares fell 14.2% in a month due to Vans brand weakness, with Q1 2027 revenues down 9% in constant currency. While The North Face and Timberland grew, Vans' decline poses a risk to VFC's turnaround. Management raised fiscal 2027 revenue guidance to 2% or better. VFC trades at 12.2X forward earnings, below its sub-industry's 14.7X. Earnings estimates declined 2.7% in four weeks.

Carucci Richard purchased 20,000 shares of V F CORP (VFC) at $14.73 ($0.29M total) on 2026-08-13.

V.F (VFC) reported first-quarter results, raised its fiscal 2027 revenue outlook, affirmed its dividend, and appointed Abhishek Dalmia as CFO, according to the company and Simply Wall St. The stock last traded around $14.99. Simply Wall St cites a consensus fair value of about $19.45 and a $19.45 analyst price target, with risks including margin pressure from tariffs and leverage.

V.F. Corp (VFC) reported Q1 FY2027 revenue of $1,669.4 million, flat on a constant-currency basis, with North Face and Timberland growth offset by Vans decline. Adjusted operating loss was $95 million and adjusted loss per share was $0.27. The company raised FY2027 revenue guidance to 2% or better growth and expects Vans improvement in 2H, while reducing net debt to $4.3 billion.

VF Corporation (VFC) reported Q1 fiscal 2027 results that beat its guidance and raised its full-year constant-currency revenue growth outlook to +2% or better from +1% to +2%. Revenue fell 5% YoY due to the late-2025 Dickies divestiture, but excluding Dickies rose 1%. Gross margin rose to 54.9%, adjusted operating loss excluding Dickies was $95M, and net debt fell $1.1B. VF also authorized a $0.09 quarterly dividend and appointed Abhishek Dalmia as CFO and COO.

Investing.com reported Monday’s SEC Form 4 insider trades for several US-listed firms. Buys included Hanover Bancorp (HNVR) President Kevin O’Connor buying 10,000 shares at $26.88, Protagenic Therapeutics (PTIX) executive chair buying 26,291 shares at $0.1828, and V F Corp (VFC) CEO buying 32,894 shares at ~$14.98. Sales included Snowflake (SNOW) EVP selling 29,986 shares at $300 and Cactus (WHD) leaders selling 86,700 shares each at $57.618.