02:10 PM EDT, 07/31/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month price target by $3 to $15, based on 15x our FY 26 (Mar.) EPS estimate and in line with the company's three-year average forward P/E mulitple of 15.6x. We maintain our FY 26 EPS estimate of $1.00 and lower our FY 27 EPS estimate by $0.25 to $1.25. VFC posted normalized Q1 FY 26 (Mar.) EPS of -$0.24 vs. -$0.33, $0.10 above consensus estimates on revenues of $1.76B vs. $1.91B and $60M above estimates. By brand in Q1, Vans revenue declined 15% Y/Y in constant currency, The North Face increased 5%, and Timberland increased 9%. By channel, Wholesale revenues were flat while Direct-to-Consumer declined 4%. VFC's adjusted gross margin expanded 290 bps Y/Y due to higher quality inventory, lower discounts, and FX rates. We like the strength in the North Face and Timberland brands and believe Vans is nearing a turning point. We expect earnings growth moving forward. Shares trade at levels not seen since 2008 and we believe EPS can triple from FY 25 levels in just a few years.