Added to YB: 2026-08-05
Pitch date: 2026-08-05
VFC [bullish]
V.F. Corporation
-4.52%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. 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
$5.6B
Pitch Price
$15.05
Price Target
N/A
Dividend
2.51%
EV/EBITDA
6.79
P/E
20.92
EV/Sales
1.04
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
CEO buys the post-earnings dip at company that beat-and-raised
VFC: Beat-and-raised but sold off ~20% on Vans wholesale weakness (-9% Q1 FY27); market distrusts mgmt's H2 recovery guidance (to -2%). CEO bought $492.75K on the dip @ $14.98, signaling Vans decline is cyclical not structural—mgmt says DTC/e-comm already improving, issue confined to wholesale. Trades ~10x NTM EV/EBITDA vs 12.1x 5Y median (lowest since 2013); thesis = ~20% multiple recovery + ~20% EBITDA growth (first back-to-back growth since 2018/19) + 2.5% yield. Key risk: weakening low-end/K-shaped consumer beyond VFC's control.
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