V.F. Likely to Post Fiscal Q2 Beat on Robust Revenue Trends, UBS Says

11:26 AM EDT, 10/19/2026 (MT Newswires) -- V.F. (VFC) is likely to post a fiscal Q2 earnings beat amid solid revenue trends, but that is unlikely to drive upward earnings revisions, UBS said in a research report emailed Monday. The company's potential sequential improvement in Vans brand growth rate in retail is already priced in, analysts wrote. The company is due to report fiscal Q2 results on Oct. 28. The company's US direct-to-customer sales trend in Q2 improved sequentially, but sales from its The North Face and Vans brands decelerated, while promotional activity remained elevated for Vans, according to the note. Channel checks revealed web traffic trends for Vans, The North Face, and Timberland were robust in the US and the APAC region, with global trends improving sequentially for The North Face and Timberland, according to UBS. The brokerage said it reiterated its neutral rating on the stock and raised its price target to $17 per share from $16. Price: 17.11, Change: +0.25, Percent Change: +1.51