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

VF Corporation has demonstrated a solid growth trajectory, as evidenced by The North Face's recent 4% revenue increase, which reflects its strong market position, particularly in the men's and women's apparel categories. The company anticipates a year-over-year rise in free cash flow for FY26, indicating ongoing financial improvement despite the headwinds from the Dickies sale and anticipated tariffs. Additionally, Timberland's robust performance, with a 4% global revenue growth on a constant currency basis, further supports the positive financial outlook for VF, confirming the resilience of its brand portfolio amidst market fluctuations.

The analysis indicates a concerning trend for VF's stock due to ongoing revenue declines, particularly within key brands such as Vans, The North Face, and Timberland, which may adversely affect investor sentiment and overall earnings. Despite a temporary moderation in declines for Vans, its revenue continued to decline by 11% year-over-year on a constant currency basis, leading to concerns about the brand's long-term viability and growth potential. Additionally, anticipated gross margin declines due to tariffs and the channel rationalization that contributed significantly to the reported topline decline further underscore the challenges facing the company.