- V.F. Corporation recently reported first quarter results for the period ended June 28, 2025, with sales of US$1.76 billion and a net loss of US$116.41 million, down from a net loss of US$258.89 million a year earlier.
- The company paired this update with a projection for revenue to decline by 2% to 4% in the upcoming quarter and confirmed a quarterly dividend of US$0.09 per share.
- Given this improved net loss and cautious forward revenue outlook, we will examine how these signals impact V.F.'s future investment narrative.
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V.F Investment Narrative Recap
To be a V.F. Corporation shareholder today, you need to believe that the company’s turnaround and premiumization plans can offset continued pressures from weak demand at its core Vans brand and the broader wholesale sector. The most recent earnings, which showed a narrower net loss, suggest some progress; however, the company’s projection of a further 2% to 4% quarterly revenue decline keeps near-term revenue stabilization the most important catalyst, while ongoing brand erosion at Vans remains the key risk. The impact of this quarter’s results on these factors appears modest, with neither catalyst nor risk materially altered in the short run.
Among recent announcements, the confirmation of the US$0.09 per share dividend stands out. While this action maintains a signal of stability for income-focused shareholders, the sustainability of such payouts ties closely to improvements in operational cash flow and reducing debt, both of which depend on the company’s ability to return to consistent revenue growth and margin improvement over the next few quarters.
Yet in contrast, investors should be aware that continued brand equity challenges, especially at Vans, could...
Read the full narrative on V.F (it's free!)
V.F's outlook anticipates $10.3 billion in revenue and $571.3 million in earnings by 2028. This is based on a 2.6% annual revenue growth rate and a $466.4 million increase in earnings from the current level of $104.9 million.
Uncover how V.F's forecasts yield a $14.89 fair value, a 22% upside to its current price.
Exploring Other Perspectives
Six members of the Simply Wall St Community estimate V.F. Corporation’s fair value between US$14.89 and US$27.06 per share. This spread reflects differing outlooks at a time when persistent revenue softness at major brands remains an important variable for future business strength.
Explore 6 other fair value estimates on V.F - why the stock might be worth over 2x more than the current price!
Build Your Own V.F Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your V.F research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
- Our free V.F research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate V.F's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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