Added to YB: 2026-09-14
Pitch date: 2026-09-10
VFC [neutral]
V.F. Corporation
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. 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
$5.1B
Pitch Price
N/A
Price Target
N/A
Dividend
2.79%
EV/EBITDA
6.39
P/E
18.79
EV/Sales
0.98
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
VF Corp: The 'Gold' Standard
VFC (quick overview): V.F. Corp’s case hinges on management delivering its turnaround, particularly pushing scarce pearlized Vans product further into wholesale and making The North Face more year-round, as Goldwin has somewhat demonstrated with the brand in Japan. Confidence is supported by CFO/COO Abhishek Dalmia’s repeated promotions and detailed ownership of guidance, but Vans remains troubled, the 10% EBIT-margin goal was reframed as a run rate by FY28 year-end, and the prior CFO’s departure is concerning.
Read full article (2 min)