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VF Corporation VFCBUY ON WEAKNESSMay 20, 2026Stock price when the opinion was issued
As of Jun 16, 2026. Market Open.
They reported a kitchen-sink quarter today where managers throw in everything bearish to get ahead of things. The new CEO has a fine track record and this was his first quarter at VFC: in-line sales, slightly weaker than expected earnings, slashed its free-cash guidance and cut dividend. He's pulling for them.
They reported a terrific quarter, so he doesn't understand why shares fell 3%. Their outlook was in-line and they delivered strong earnings. This could be a fantastic buying opportunity.