• Barclays maintains an "Overweight" rating for V.F. Corporation (NYSE:VFC), indicating confidence in the stock's future performance.
• VFC reports a 2% increase in revenues to $2.8 billion and an adjusted earnings per share of $0.52, surpassing estimates.
• The company's Reinvent program focuses on cost savings and enhancing operating margins, despite a year-over-year decline in earnings.

V.F. Corporation (NYSE:VFC) is a global leader in branded lifestyle apparel, footwear, and accessories, owning popular brands like The North Face, Vans, and Timberland. VFC competes with other major apparel companies such as Nike and Adidas. On October 29, 2025, Barclays maintained its "Overweight" rating for VFC, suggesting confidence in the stock's potential despite current challenges.

Barclays' decision to hold VFC stock comes as the company reports its second-quarter fiscal 2026 results. VFC exceeded both sales and earnings estimates, achieving an adjusted earnings per share of $0.52, surpassing the Zacks Consensus Estimate of $0.42. However, this is a decline from the $0.60 reported in the same quarter the previous year, indicating some challenges in maintaining earnings growth.

VFC's revenues increased by 2% to $2.8 billion, driven by gains in the Outdoor segment and strong wholesale performance. This revenue figure surpassed the consensus estimate of $2.73 billion, highlighting the company's ability to outperform market expectations. The company's Reinvent program is also progressing well, focusing on cost savings and enhancing operating margins.

Despite the year-over-year decline in earnings, VFC remains optimistic about achieving its cost-saving targets and boosting operating profitability through its Reinvent program. The stock is currently priced at $14.58, reflecting a decrease of 12.22% with a change of $2.03. The stock has fluctuated between a low of $14.46 and a high of $16.65 during the day.

VFC's market capitalization stands at approximately $5.7 billion, with a trading volume of 19,538,946 shares. Over the past year, the stock has reached a high of $29.02 and a low of $9.41. Barclays' adjustment of the price target from $19 to $18 reflects a cautious yet optimistic outlook for VFC's future performance.