Added to YB: 2026-09-18
Pitch date: 2026-09-15
VFC [bullish]
V.F. Corporation
Author Info
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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
$5.0B
Pitch Price
N/A
Price Target
N/A
Dividend
2.83%
EV/EBITDA
6.34
P/E
18.50
EV/Sales
0.98
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Opportunity in a Destroyed Sector - V.F. Corporation
VFC (quick overview): V.F. Corporation’s turnaround is gaining traction: excluding divested Supreme and Dickies, constant-currency revenue returned to slight growth over the trailing 12 months, while operating margins have improved despite a weak top line. Recent Vans releases and collaborations have lifted search interest, with momentum also evident at The North Face and Timberland. The key unresolved issue is whether its three core brands can generate enough growth to unlock further operating leverage.
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