V.F. Corp Delays Operating Margin Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy VFC?
Source: seekingalpha
- Slow Brand Recovery: Weighed down by a slower-than-expected turnaround at its Vans brand, V.F. Corp is likely to take longer to reach its 10% operating margin target, reflecting pressure in market competition.
- Revenue Growth Slowdown: Moderating revenue growth at Timberland and The North Face across Europe and Asia-Pacific has extended the margin recovery timeline, prompting J.P. Morgan analyst to downgrade the stock to Underweight, indicating market concerns about future performance.
- Earnings Forecast Downgrade: Analysts expect revenue growth of just 2.5% over the next two years, below management's 3.1% estimate, while FY27 EPS is trimmed to $0.99, highlighting ongoing pressure on the company's profitability.
- Stock Price Impact: V.F. Corp shares are down over 7%, adding to a year-to-date loss of 21%, reflecting investor pessimism regarding the company's growth outlook.
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Analyst Views on VFC
Wall Street analysts forecast VFC stock price to fall
18 Analyst Rating
3 Buy
13 Hold
2 Sell
Hold
Current: 18.790
Low
10.00
Averages
16.09
High
25.00
Current: 18.790
Low
10.00
Averages
16.09
High
25.00
About VFC
V.F. Corp is a global apparel, footwear and accessories company. The Company designs, procures, markets and distributes a variety of branded products, including backpacks, luggage and accessories for consumers of all ages. Its products are marketed under VF-owned brand names. Its portfolio of outdoor, active and workwear brands includes The North Face, Vans, Timberland, Altra, Smartwool, Icebreaker, Kipling, Napapijri, Eastpak, JanSport, and Timberland PRO. Its segments include Outdoor, Active, and Work. The Outdoor segment is a group of outdoor-based lifestyle brands. Product offerings include performance and performance-inspired outdoor apparel, footwear, equipment and accessories. The Active segment is a group of activity-based lifestyle brands. Product offerings include active apparel, footwear, backpacks, luggage and accessories. The Work segment consists of performance and lifestyle workwear brands with product offerings that include apparel, footwear and accessories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Improved Profitability: Adjusted operating income reached $150 million, up 48% year-over-year, with adjusted earnings per share rising 26% to $1.73, exceeding market expectations of $1.64, reflecting significant improvements in cost control and operational efficiency.
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