V.F. (VFC) Stock Forecast & Price Target

VF Corporation has demonstrated impressive brand momentum, with a notable 200% increase in brand sales on StockX this year and sustained growth in Google searches, reflecting a positive consumer perception and engagement. The company is poised for revenue growth, with projections indicating a potential increase of mid-single digits in FY26 and high-single digits in FY27, highlighting its recovery trajectory and expanding market presence. Furthermore, the recent emphasis on product innovation and leadership changes, particularly at Vans, combined with robust gains in the e-commerce sector, suggest that VF is well-positioned for improved sales and margins in the near term.

VF's stock outlook appears negative due to significant declines in revenue across key brands, particularly The North Face, which has experienced four consecutive quarters of double-digit declines in North America and single-digit declines in Europe. Additionally, Vans continues to face challenges with negative year-over-year revenue growth, and despite slight improvements, the brand's future sustainability depends heavily on the success of management's initiatives to revitalize brand interest. Furthermore, Timberland's volatility and the potential for deteriorating fundamentals in light of challenging macroeconomic conditions in North America, Europe, and Asia-Pacific raise further concerns about the company's overall financial stability and growth prospects.