VF Corp (VFC)

Shares of lifestyle clothing conglomerate VF Corp (NYSE:VFC) fell 10% in the afternoon session after the company's weak first-quarter guidance overshadowed its fourth-quarter earnings beat. 

VF (VFC) Q3 2026 Earnings Call Transcript

Lifestyle clothing conglomerate VF Corp (NYSE:VFC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.9% year on year to $2.83 billion. On the other hand, next quarter’s revenue guidance of $2.02 billion was less impressive, coming in 2.5% below analysts’ estimates. Its non-GAAP profit of $0.61 per share was 37.9% above analysts’ consensus estimates.

Lifestyle clothing conglomerate VF Corp (NYSE:VFC) will be reporting results this Wednesday before market hours. Here’s what to expect.

A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

VF Corp has been on fire lately. In the past six months alone, the company’s stock price has rocketed 62.7%, reaching $20.27 per share. This performance may have investors wondering how to approach the situation.

Shares of lifestyle clothing conglomerate VF Corp (NYSE:VFC) jumped 3.8% in the morning session after Needham & Company added the stock to its Conviction List, citing brand strength, and the company announced plans to redeem some of its debt. The analyst firm pointed to strong holiday results for The North Face and Timberland brands and noted early signs of improvement for the long-struggling Vans brand. Needham also expressed expectations for steady improvement in the company's margins and balance sheet over the next two to three years.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

As the final closing bell of 2025 rings across the floor of the New York Stock Exchange, investors are looking back at a year that defied every traditional economic playbook. What began as a period of profound "tariff chaos" and geopolitical brinkmanship has ended with the S&P 500 (INDEXSP:

As the sun sets on a tumultuous 2025, the financial markets are entering the final full trading week of the year with a mix of festive optimism and calculated institutional maneuvering. On this Monday, December 22, 2025, the major indices are hovering near record highs, with the S&P 500

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

A number of stocks jumped in the afternoon session after the Federal Reserve cut interest rates by 25 basis points, signaling a potential boost for consumer spending. This dovish action, combined with highly accommodating signals from Chair Jerome Powell and the Federal Open Market Committee (FOMC), sent the Dow Jones Industrial Average and S&P 500 surging. The market's bullish reaction was rooted in several key takeaways from the Fed's announcement. Most significantly, the central bank confirmed it would begin expanding its balance sheet by buying short-term bonds, a move that injects critical liquidity and lowers short-term Treasury yields. Furthermore, the Fed signaled a shift in priority by removing language that described the labor market as "remaining low," suggesting it would be more focused on supporting economic growth. While the Fed's official forecast projected only one cut for the next year, traders immediately priced in the expectation of more aggressive easing, banking on at least two rate reductions. This widespread anticipation of sustained, low borrowing costs and the virtual certainty that rate hikes would be off the table boosted corporate valuations and created powerful momentum for the equity market rally.

A number of stocks fell in the afternoon session after new economic data intensified market agitation ahead of the Federal Reserve's policy decision later in the week. 

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Shares of lifestyle clothing conglomerate VF Corp (NYSE:VFC) jumped 3.2% in the morning session after positive results from a major industry peer, Zara-owner Inditex, signaled strong consumer spending in the apparel sector. Inditex reported that its sales grew 2.7% during the first nine months of its fiscal year, citing a positive consumer response to its collections and a 'robust operating performance.' This news appeared to boost investor confidence across the apparel industry, benefiting companies like VF Corp. The positive report from a competitor suggested that the overall market for clothing remained healthy.

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Thankfully for the industry, demand trends seem to be healthy as discretionary stocks have gained 15.3% over the past six months. This performance has nearly mirrored the S&P 500.

A number of stocks jumped in the afternoon session after investors continued to pile into value-oriented names amid growing valuation concerns. This shift reflected growing caution over high valuations within the technology and artificial intelligence (AI) spheres. As market participants reassessed risk, they reallocated capital from growth-heavy indices, like the Nasdaq, to companies in areas like industrials and financials, perceived to be more reasonably priced. Contributing to the positive momentum, markets remained hopeful that a prolonged 40-day government shutdown would be over. The U.S. Senate approved a compromise funding package, which was pending a vote in the House. The potential end to the shutdown brought a sense of relief to markets.

VF Corp’s third quarter results were met with a significant negative market reaction, as shares fell following the announcement. Management attributed the quarter’s performance to ongoing turnaround efforts, with particular strength in The North Face and Timberland brands, both of which saw growth across multiple channels. However, persistent underperformance at Vans and continued rationalization of sales channels weighed on results. CEO Bracken Darrell acknowledged the “uncertain and unpredictable environment around the world” and emphasized that improvements were not uniform across the portfolio. The company also highlighted benefits from tighter inventory management and reduced discounting, which supported margins despite lower overall sales.

Duluth Holdings Inc. (NASDAQ: DLTH) shareholders are facing renewed pressure this week as the company's stock has plummeted by 13%, extending a challenging period that has seen its value erode significantly over the past five years. This latest downturn, occurring in the last week of October 2025, pushes the outdoor