Analysts Highlight V.F. Corp's Margin Gains And Sales Momentum, Remain Cautious On Valuation Potential
Analysts Highlight V.F. Corp's Margin Gains And Sales Momentum, Remain Cautious On Valuation Potential
The analyst acknowledged the initial signs of progress and anticipated continued strength from the gross margins but expressed a preference to stay on the sidelines, considering that this is already reflected in the current share prices.V.F. Corporation (NYSE:VFC) shares are trading higher on Tuesday.
威富集團（紐交所：VFC）股價週二上漲。
The parent company of Vans and The North Face reported second-quarter revenue of $2.8 billion, beating the consensus estimate of $2.7 billion, according to Benzinga Pro. The company reported second-quarter earnings of 60 cents per share, beating analyst estimates of 37 cents per share.
Vans和The North Face的母公司報告第二季度營業收入爲28億美元，超過了27億美元的共識預期，根據Benzinga Pro。該公司報告第二季度每股收益爲60美分，超過了分析師37美分每股的估計。
BMO Capital Markets analyst Simeon Siegel reiterated the Market Perform rating, with a price forecast of $14.
BMO資本市場分析師Simeon Siegel重申了市場表現評級，並給出了14美元的價格預測。
The analyst acknowledged the initial signs of progress and anticipated continued strength from the gross margins but expressed a preference to stay on the sidelines, considering that this is already reflected in the current share prices.
分析師承認了初步進展的跡象，並預計毛利潤將繼續保持強勁，但表示傾向於在觀望之中，考慮到這已經反映在當前股價中。
According to Benzinga Pro, VFC stock has gained over 22% in the past year. Investors can gain exposure to the stock via Invesco S&P SmallCap Consumer Discretionary ETF (NASDAQ:PSCD).
根據Benzinga Pro的報道，VFC股票在過去一年中上漲了超過22%。投資者可以通過Invesco S&P小盤消費者自由裁量權ETF（納斯達克:PSCD）獲得該股票的曝光。
Also Read: VF Corp Q2 Earnings: Revenue Beat, EPS Beat, Cost Reductions On Track, Guidance And More
另請閱讀：威富集團Q2營收超預期，每股收益超市場預期，成本削減進展順利，指引等更多信息
Momentum in Greater China persisted, though ongoing challenges in the Americas countered it. Siegel added that the North Face (TNF) is expected to experience significantly easier comparisons across regions. The analyst raised FY25 adjusted EPS estimates to $0.39 from $0.35.
大中華地區的增長勢頭持續，儘管美洲的持續挑戰對其構成了制約。Siegel補充說，預計The North Face（TNF）將在不同地區擁有明顯更容易的比較。分析師將FY25年度調整後每股收益預估從0.35美元提高至0.39美元。
Goldman Sachs analyst Brooke Roach maintained a Neutral rating on the stock, with a price forecast of $20.
高盛分析師Brooke Roach維持對該股票的中立評級，價格預測爲20美元。
The analyst expressed optimism about the quarter, citing improved profitability and a sequential rebound in sales momentum. Roach noted that gross margins outperformed expectations due to effective product costing and full-price sales, with inventories decreasing by 13% year over year.
分析師表示對這一季度持樂觀態度，稱利潤改善並且銷售勢頭出現了連續反彈。Roach指出，由於有效的產品成本覈算和全價銷售，毛利超出了預期，存貨同比減少了13%。
However, the guidance for third-quarter operating profit is below consensus, projected at $175-200 million compared to FactSet's expectation of $256 million.
然而，第三季度營業利潤指引低於共識，預計爲17500-20000萬美元，相比FactSet的預期25600萬美元。
Additionally, the lack of clear visibility into sustained profitable growth for key brands limits the potential for valuation expansion until a clear path to profit improvement is established, Roach writes.
此外，對於關鍵品牌持續盈利增長缺乏清晰的可見度，限制了估值膨脹的潛力，直到建立盈利改善的清晰路徑，Roach寫道。
The company will conduct its investor day tomorrow, Wednesday, October 30th.
公司將在明天，10月30日星期三舉行投資者日。
Price Action: VFC shares are trading higher by 22% to $20.78 at last check Tuesday.
價格走勢：VFC股價在週二最後一次檢查時上漲了22%，至20.78美元。
Photo via Shutterstock
圖片來自shutterstock。
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譯文內容由第三人軟體翻譯。
