Added to YB: 2025-08-27
Pitch date: 2025-08-24
VFC [neutral]
V.F. Corporation
+45.93%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
V.F. Corporation, together with its subsidiaries, offers branded apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific.
Market Cap
$5.8B
Pitch Price
$13.47
Price Target
N/A
Dividend
2.40%
EV/EBITDA
8.13
P/E
63.30
EV/Sales
1.18
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
No Rerating With Vans Down By The River - V.F. Corporation
VFC (pass): Reinvent phase 1 complete w/ $300M+ cost savings, but Vans remains challenged w/ no growth inflection visible. New Vans CEO Sun Choe (ex-Lulu) started July '24 but lead times delay impact. Skate category weak across retailers. Est FY26 EPS $0.65-$0.90 vs Street $0.75, sitting out until Vans growth returns.
Read full article (9 min)