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

VF's stock outlook is bolstered by a remarkable 200% increase in brand sales on StockX, highlighting significant multi-month growth and a successful attraction of younger consumers across key markets. The company has also reported consistent year-over-year growth in Google searches for five consecutive quarters, signaling an uplift in brand engagement and consumer interest. Furthermore, VF anticipates a revenue growth trajectory of over mid-single digits in fiscal year 2026 and over high-single digits in fiscal year 2027, driven by an enhanced US e-commerce platform and product innovation, particularly within the Vans brand.

The financial data indicates that VF's brand, The North Face, has experienced four consecutive quarters of double-digit declines in North America and single-digit declines in Europe, with North America reporting declines exceeding 25% in each quarter of FY24. Vans also continues to show negative year-over-year revenue growth, with recent quarters exhibiting declines of 9% and 4%, raising concerns about the sustainability of brand growth if management's initiatives fail. Additionally, Timberland has shown volatility and difficulty in maintaining momentum, suggesting that continued instability in key markets like North America and EMEA, compounded by challenging macro conditions in Asia, could lead to further deterioration in VF's fundamental performance.