Added to YB: 2026-08-13
Pitch date: 2026-08-03
VFC [bullish]
V.F. Corporation
-1.75%
current return
Author Info
J1 Capital is ex-Goldman Sachs and WAMCO. Stock pitches centered on variant views and the path to getting paid. 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
$14.83
Price Target
19.00 (+29%)
Dividend
2.44%
EV/EBITDA
6.90
P/E
21.51
EV/Sales
1.06
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Long V.F. Corporation (VFC)
VFC: Long, 12mo PT $19 (32% upside), 6x R/R. Apparel co (TNF 43%, Vans 23%, Timberland 19%). Thesis: market extrapolates backward-looking Vans wholesale weakness, but DTC sell-through inflecting (BTS +11%, Knu Skool fastest-growing) signals 2H27 replenishment. FY28 EBITDA $1.17B vs Street $1.09B, rerate to 10.5x. Bull $24, bear $13. Kitchen-sink entry post -18% 1Q27 drop (CFO exit, Vans -9% guide). DCF cross-check $23.
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