VF Corp

VFC: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	bG	LOCK\|^<q	LOCK\|SV>rZ?

VF Earnings: Outperformance Provides More Confidence in Turnaround; Shares Attractive

David Swartz

Jan 29, 2025

No-moat VF’s (December-ended) fiscal 2025 third-quarter results surpassed our expectations on solid sales from its outdoor brands and large margin gains. Overall, we think the report gives more evidence that CEO Bracken Darrell’s Reinvent plan is working despite Vans’ ongoing weakness. We expect to lift our $39 fair value estimate by a low-single-digit percentage and think shares remain undervalued even after rising more than 50% over the past year.

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VF Corp

VF Earnings: Outperformance Provides More Confidence in Turnaround; Shares Attractive

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