VF Corp

VFC: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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VF Lacks a Competitive Edge, but Turnaround Plan Should Bring Sales and Margin Improvement

David Swartz

Dec 2, 2024

Business Strategy and Outlook

VF has built a portfolio of solid brands in multiple apparel categories, but we do not believe it has a competitive advantage. Vans and Timberland have been drivers of value historically, but both have experienced sales declines over the past few quarters. The North Face has been performing better, but we do not believe it can provide a moat for the company by itself.

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VF Corp

VF Lacks a Competitive Edge, but Turnaround Plan Should Bring Sales and Margin Improvement

Business Strategy and Outlook

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