VFC VF Corp.

$VFC the new designs are going to take off - spoke with a rep from the Scottsdale store and he says some of the daily walking / runners are out of stock

Congrats to those that followed on $VFC - thats +50% off the lows while everyone was chasing the same semi stocks. Best part is that this is JUST the start on this name as we go from turn around to a growth story the next 12-24 months. Think $VSXY - similar but with better management and Vans which has re-branded entirely.

$VFC about 50% in 2 months? This would be the time to sell some wins and enter back when the stock is low. But who knows when it will go low

$VFC I have a $11 buy order set for earnings tomorrow. I know way too low but anything can happen in this crazy market.

$VFC reports earnings tomorrow before the open. I’m bullish heading into the report: VFC has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $0.53. What are you watching for?

$VFC Two buy upgrades in one morning, both landing on the same target. Piper Sandler went Neutral to Overweight, target to $20.00 from $16.00, on Vans stabilization. Truist went Hold to Buy, also to $20.00, from $14.00, arguing Vans can pick up share as retailers cut back Nike Sportswear and Jordan orders. Different flavor from Friday, when JPMorgan's move to Neutral was mostly the stock being down too much. Barclays lifted its target to $24.00 Monday too, citing better Vans inventory and momentum at The North Face and Timberland. Consensus is still Hold with a $17.92 average target (MarketBeat), so both new targets sit above the pack.

$VFC reported earnings before the open today. EPS beat estimates: $0.70 vs. $0.54 expected, according to Stock Meadow. What do you think?

$VFC Does VF's $364M operating beat, about $49M over its guide, matter if FY'27 guidance was only reaffirmed? 🏢 VF Corp, owner of The North Face, Vans and Timberland and worth about $6.67B at $17.03 at 16:00 ET on October 27, 2026, earned $364M adjusted operating income ex Dickies in the quarter ended September 26, 2026, against about $315M guided 📉 Reported revenue fell 4% to $2.695B after the Dickies sale, but ex Dickies it rose 1%, ahead of flat guidance; Vans fell 10% and adjusted gross margin ex Dickies rose 290 bps to 55.4% 📈 On the other side, Vans global DTC grew for the first time in almost five years, and VF says strong wholesale orders support a second-half improvement 📅 Next: Dividend of $0.09 a share payable December 17, 2026, to holders of record December 10, 2026 Source: VF Q2 FY'27 release (SEC 8-K) + SEC 10-Q, Oct 28

$VFC Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.70 up 34.62% YoY • Reported revenue of $2.7B down -3.84% YoY • VF Corporation reaffirmed FY'27 revenue +2% or better C$ vs. LY, adjusted OM approximately 8%, and normalized free cash flow flat to up vs. LY of $405M; actual free cash flow $515M or higher.

$VFC reaching almost that $18 price target, wonder how this will behave. Will we be trading sideways and consolidating before moving up?

$VFC JPMorgan upgraded VF Corp from Underweight to Neutral on Friday and kept its 18 target. The stock did the upgrading: down 18% this year, closing Friday near $14.90, about 31% below the April $21.55 high. Boss's fieldwork apparently left risk and reward balanced at the current share price. That unchanged 18 is the whole rating change.