VF (NYSE:VFC) Stock

VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 11 brands includes Vans, The North Face, Timberland, Altra, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.

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Shares of companies within the broader consumer discretionary sector are trading lower amid overall market weakness after Fed Chair Powell made remarks at the Economic Club. Stocks across sectors may also be weighed down on trade tension fears after after the United States informed NVIDIA that it may require a license to export chips to China.

More consumers are trading down, and a noticeable shift toward off-price and <a href="https://www.benzinga.com/topic/consumer-spending">discount retailers is emerging</a>.
What Happened: According to J.P. Morgan analyst Matthew R. Boss, retail fundamentals in the first-quarter are tracking close to expectations with signs of stronger momentum in late April due to the timing of Easter.
Apparel and footwear spending remained solid, boosted by affluent consumers and stable lower-income budgets, he says. Most retailers, however, are adopting a four-part strategy to offset new tariffs: renegotiating with suppliers, shifting sourcing, improving cost structures, and applying selective price hikes. 
Also Read: <a href="https://www.benzinga.com/25/04/44791936/whats-going-on-with-ionq-stock-today">What&#8217;s Going On With IonQ Stock Today?</a>
Here are some key takeaways from his April 14 report: 
<ul>
<li>Store expansion remains a key revenue driver for companies like Ollie&#8217;s Bargain Outlet Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) and Boot Barn Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>).</li>
<li>Global brands such as Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>) and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) are reporting healthy order books and improving visibility.</li>
<li>The analyst reiterated a Neutral rating on the shares of PVH and lowered the price forecast from $91.00 to $87.00.</li>
<li>PVH is seeing macro-driven headwinds in North America and China, with North America DTC revenues down mid-single digits and China down mid-teens in February, partially stabilizing in March. Tariff exposure poses risk, with a potential EPS hit of $4.85.</li>
<li>Specialty retailers like Bath &amp; Body Works Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) and Urban Outfitters Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) benefit from product diversification and operational gains.</li>
<li>Cruise lines stay relatively insulated, seeing no major booking declines despite recent market volatility.</li>
<li>Brands with the highest exposure to China include American Eagle Outfitters Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>, )) and Boot Barn; Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>), and VF Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) remain less affected.</li>
<li>Burlington shares have an Overweight rating and a lowered price forecast from $336 to $287. The company saw strong fourth-quarter performance led by lower-income shoppers, with solid comps across all income levels due to value-seeking behavior.</li>
<li>The analyst reiterated a Buy Overweight on the shares of Ross Stores Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) with a price forecast of $161.00. The company expects first-quarter same-store sales to decline 3% to flat, due to cold weather, delayed tax refunds, and consumer hesitation from policy headlines. However, trends improved in March/April, and full-year comps are projected at -1% to +2%, driven by seasonal historical strength and expected easing of first-quarter headwinds. ROST faces limited direct sourcing from China but still expects a modest tariff headwind.</li>
<li>The analyst reiterated a Neutral rating on the shares of Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and lowered the price forecast from $14.00 to $13.00. Despite progress reducing China sourcing (~30% now vs. ~50% historically), tariffs remain a risk for Macy&#8217;s, with a potential EPS headwind of up to $1.45.</li>
<li>The analyst maintained an Overweight rating on the shares of Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) and lowered the price forecast to 4389.00. Lululemon expects +6–7% revenue growth in 1Q FY25. Due to macroeconomic concerns, U.S. traffic declined, though conversion rates and AOV improved. Lululemon faces a 20bps gross margin headwind from tariffs, though China accounts for only 3% of its finished goods. Assuming no mitigation, tariffs could cut EPS by $0.38, noted the analyst.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44774262/nikes-sneaker-buzz-and-tariff-risks-could-shape-its-future-says-analyst">Nike&#8217;s Sneaker Buzz And Tariff Risks Could Shape Its Future: Analyst</a></li>
</ul>
Image: Shutterstock

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Consumers Go Discount As Tariff Pressures Mount, Warns Analyst

VF shares are trading lower after Piper Sandler maintained a Neutral rating on the stock and lowered its price target from $18 to $12.

Piper Sandler analyst Anna Andreeva maintains VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) with a Neutral and lowers the price target from $18 to $12.

Piper Sandler Maintains Neutral on VF, Lowers Price Target to $12

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Shares of companies in the braoder consumer discretionary sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Stifel analyst Jim Duffy maintains VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) with a Buy and lowers the price target from $35 to $28.

Stifel Maintains Buy on VF, Lowers Price Target to $28

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Shares of consumer discretionary stocks are trading higher after President Trump issued a 90-day pause on reciprocal tariffs for all countries except China, which may reduce risks towards the consumer economy.

Trading Ideas

V.F. Corp Shares Halted On Circuit Breaker To The Upside

V.F. Corp shares are trading lower after Citigroup downgraded the stock from Buy to Neutral and cut its price target from $30 to $12.

Brands that rely on the Asia-Pacific region to produce apparel goods are likely trying to find ways to mitigate the impact of President Donald Trump&#8216;s <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noreferrer noopener">reciprocal tariff plan</a>,
The average pre-mitigation headwinds to gross margin and EPS are 670bps and 65%, respectively.
On the worse end of the EPS-impact spectrum, Needham &amp; Co.&#8217;s analyst Tom Nikic noted Under Armour, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAA#NYSE">UAA</a>), VF Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>), and Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>). Those companies have relatively low margin structures given their recent struggles. 
As a result, these three companies have little &#8220;cushion&#8221; to absorb incremental tariffs. Nikic noted that the pre-mitigation headwinds will wipe out the companies&#8217; EPS power.
Also Read: <a href="https://www.benzinga.com/25/04/44652222/trumps-tariffs-may-shift-us-spending-from-goods-to-services-creating-uncertainty-for-ecommerce-and-advertising-industries-analyst-warns" target="_blank" rel="noreferrer noopener">Tariffs To Impact End Demand: Goldman Sachs Analyst Expects Drag On Corporate Spending, Hiring</a>
The least impacted brands in Nikic&#8217;s coverage? Ralph Lauren Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) and Foot Locker, Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>). The company has a significant international presence and high-margin P&amp;L. This will likely result in just a 20-25% pre-mitigation headwind to EPS, he predicts.
Nikic also noted that Ralph Lauren has a strong recent track record of raising prices (eight straight years of rising average unit retail prices in the DTC channel). The analyst is confident that they can do so if necessary.
Nikic also highlighted Foot Locker. Suppliers import the sneakers they sell, so they have very little direct exposure. They have an indirect risk of being forced to &#8220;share in the pain&#8221; of their tariff-addled suppliers, but at least they are one step removed from the tariffs themselves.
The analyst also does not expect to see an in-sourcing of manufacturing to the U.S., as it would be highly challenging to build the manufacturing capacity in the U.S. and to find labor with enough expertise to work in U.S.-based apparel/footwear factories.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44634129/lyft-downgraded-as-analyst-warns-of-autonomous-vehicle-risk-from-waymo-tesla-competition" target="_blank" rel="noreferrer noopener">Lyft Stock Downgraded On Autonomous Vehicle Risk From Waymo, Tesla Competition</a></li>
</ul>
Image: Shutterstock

Trump Tariffs To Hurt Nike, Under Armour, VF: Are Ralph Lauren, Foot Locker Safer Bets?

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Citigroup analyst Paul Lejuez downgraded V.F. Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) from Buy to Neutral and lowered the price target from $30 to $12. VF shares closed at $11.56 on Friday. <a href="https://www.benzinga.com/quote/vfc/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird analyst David Tarantino downgraded the rating for Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) from Outperform to Neutral and lowered the price target from $114 to $85. Starbucks shares closed at $82.10 on Friday. <a href="https://www.benzinga.com/quote/sbux/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Thomas Wadewitz downgraded United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) from Buy to Neutral and lowered the price target from $107 to $59. United Airlines shares closed at $57.67 on Friday. <a href="https://www.benzinga.com/quote/ual/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Bernstein analyst Daniel Roeska downgraded the rating for General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) from Market Perform to Underperform and lowered the price target from $50 to $35. General Motors shares closed at $44.18 on Friday. <a href="https://www.benzinga.com/quote/gm/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Peter Supino downgraded Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) from Peer Perform to Underperform and announced a $48 price target. Fox shares closed at $49.73 on Friday.  <a href="https://www.benzinga.com/quote/foxa/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying SBUX stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/07114458/image-68-1024x588.png" alt="" class="wp-image-860284" style="width:460px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/07114458/image-68-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/07114458/image-68-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/07114458/image-68-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/07114458/image-68.png 1092w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<li><a href="https://www.benzinga.com/news/earnings/25/04/44665280/how-to-earn-500-a-month-from-walgreens-stock-ahead-of-q2-earnings">How To Earn $500 A Month From Walgreens Stock Ahead Of Q2 Earnings</a> </li>
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Photo via Shutterstock

Downgrades

Markets

FOXA

This Starbucks Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Citigroup analyst Paul Lejuez downgrades VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) from Buy to Neutral and lowers the price target from $30 to $12.

Citigroup Downgrades VF to Neutral, Lowers Price Target to $12

&nbsp;- Reuters Citing State Media

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Vietnam Party Leader To Lam Holds Phone Call With Donald Trump

Watching Lululemon, Deckers, VF Corp, Levi Strauss; Shares See Volume To The Upside After President Trump Says "General Secretary Of The Communist Party Of Vietnam Lam Told Me That Vietnam Wants To Cut Their Tariffs Down To Zero If They Are Able To Make An Agreement With The U.S."

Economist Peter Schiff warned on Thursday that Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) won&#8217;t shift production to the United States despite newly imposed tariffs, predicting higher prices and <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why">reduced domestic sales for the footwear giant</a>.
What Happened: &#8220;Nike won&#8217;t build factories in the U.S. to make sneakers. That would add more cost than the 40% tariffs,&#8221; Schiff wrote on X. &#8220;The result will be fewer sneakers sold in the U.S. at much higher prices.&#8221;
When questioned whether Nike might absorb tariff costs while building domestic factories, Schiff dismissed the idea, suggesting the company would instead redirect products: &#8220;They will eventually sell more sneakers to consumers in other countries instead, as they buy what Americans can no longer afford.&#8221;
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The comments come as Nike shares plummeted 14.44% on Thursday after President Donald Trump announced sweeping reciprocal tariffs affecting the company&#8217;s supply chain. Vietnam, where <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why">Nike produces nearly 50% of its footwear</a>, faces a 46% tariff increase.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nike won&#39;t build factories in the U.S. to make sneakers. That would add more cost than the 40% tariffs. Plus, they need to stay competitive selling to customers in other countries that don&#39;t impose tariffs. The result will be fewer sneakers sold in the U.S. at much higher prices.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1907812445260800264?ref_src=twsrc%5Etfw">April 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Why, they will still sell sneakers at higher prices in the U.S. The sneakers they don&#39;t sell in the U.S. they will sell to consumers in other countries instead, like China. That&#39;s a much better strategy.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1907815526027448587?ref_src=twsrc%5Etfw">April 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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<figure class="wp-block-image aligncenter size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03220426/Screenshot-2025-04-04-at-7.33.26%E2%80%AFAM-1024x657.png" alt="" class="wp-image-856620" style="width:912px;height:auto" /><figcaption class="wp-element-caption">Nike&#8217;s revenue worldwide in million U.S. dollars from the fiscal years of 2017 to 2024, by region— Source: Statista</figcaption></figure>
Why It Matters: Goldman Sachs identified Nike among <a href="https://www.benzinga.com/25/04/44634737/retailers-brace-for-higher-costs-as-us-tariff-rates-soar-says-goldman-sachs">several retailers with high exposure to the new tariffs</a>, which include a 34% rate for China and 32% for Indonesia, both key manufacturing locations for the company.
The broader market experienced significant turmoil following the tariff announcement, with Wall Street losing <a href="https://www.benzinga.com/government/regulations/25/04/44631916/wall-street-wipes-out-2-trillion-apple-eyes-worst-day-since-covid-19-pandemic-oil-plummets-whats-driving-markets-thursday">approximately $2 trillion in market value</a>. 
Consumer discretionary <a href="https://www.benzinga.com/25/04/44634737/retailers-brace-for-higher-costs-as-us-tariff-rates-soar-says-goldman-sachs">stocks were particularly hard hit</a>, with Nike&#8217;s competitors also suffering substantial losses—Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) fell 9.28%, and Adidas shares declined on its 39% Vietnamese manufacturing exposure.
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Analysts warn that brands will need to adjust pricing, negotiate with vendors, and optimize costs to protect margins. Wedbush Securities analyst Dan Ives called the tariffs &#8220;worse than the worst case scenario,&#8221; with particular concern about the China and Taiwan tariffs&#8217; <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why">impact on supply chains and demand</a>.
Nike lags behind Lululemon, Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>), Under Armour (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAA#NYSE">UAA</a>), Skechers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>), VF Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>), and On Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>), struggling with negative growth and momentum. Benzinga Edge Stock Ranking also indicates a bearish price trend for Nike across short- and long-term periods. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up to learn more</a>.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

Peter Schiff Says Nike 'Won't Build Factories' In US, They Will Sell To Countries Like China: A Much Better Strategy Amid Trump Tariffs

<h3>Gainers</h3>
<ul>
<li>MEDIROM Healthcare Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRM#NASDAQ">MRM</a>) shares moved upwards by 36.5% to $0.51 during Thursday's regular session. The market value of their outstanding shares is at $3.9 million. </li>
<li>Forward Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORD#NASDAQ">FORD</a>) shares moved upwards by 28.12% to $5.74. The market value of their outstanding shares is at $6.3 million. </li>
<li>Springview Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPHL#NASDAQ">SPHL</a>) stock increased by 25.89% to $0.53. The market value of their outstanding shares is at $6.0 million. </li>
<li>Damon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DMN#NASDAQ">DMN</a>) stock rose 18.11% to $0.02. The market value of their outstanding shares is at $2.5 million. </li>
<li>Algorhythm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIME#NASDAQ">RIME</a>) stock increased by 17.11% to $2.48. The company's market cap stands at $5.9 million. </li>
<li>Goodyear Tire &amp; Rubber (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GT#NASDAQ">GT</a>) shares increased by 12.54% to $10.26. The market value of their outstanding shares is at $2.9 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) stock fell 39.6% to $150.51 during Thursday's regular session. The company's market cap stands at $2.8 billion. As per the press release, Q4 earnings came out yesterday. </li>
<li>VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) stock fell 27.92% to $11.81. The company's market cap stands at $4.6 billion. </li>
<li>Capri Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) stock declined by 27.36% to $14.26. The company's market cap stands at $1.6 billion. </li>
<li>Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) shares fell 27.29% to $24.52. The market value of their outstanding shares is at $3.1 billion. </li>
<li>Five Below (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) shares fell 26.09% to $60.23. The market value of their outstanding shares is at $3.3 billion. </li>
<li>Kohl's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) shares decreased by 22.84% to $6.64. The market value of their outstanding shares is at $738.7 million. 
See Also: <a href="http://www.benzinga.com/money/best-consumer-cyclical-stocks/" title="www.benzinga.com/money/best-consumer-cyclical-stocks/">www.benzinga.com/money/best-consumer-cyclical-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session

Management

V.F. Corp Names Abhishek Dalmia As Executive Vice President, COO And Principal Operating Officer, Effective April 3 - Filing

The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500, is facing heavy selling pressure in Wednesday&#8217;s after-hours session following reciprocal tariffs<a href="https://www.benzinga.com/government/regulations/25/04/44618089/trumps-tariffs-surprise-triggers-carnage-magnificent-7-set-to-wipe-out-nearly-700-billion-in-market-value"> from the Trump Administration</a>.
What To Know: U.S. President Donald Trump unveiled sweeping new tariffs on Wednesday designed to help strengthen the American economy over the long term. The move could have dramatic impacts on the economy in the near term, as evidenced by the steep sell-off in reaction by the market.
The SPY was last down about 2.8% after hours, trading just below the $550 level. With a market capitalization of approximately $47.36 trillion as of April 1, <a href="https://www.slickcharts.com/sp500/marketcap#:~:text=The%20S%26P%20500%20has%20a,the%20outstanding%20float%20share%20count.">per</a> Slickcharts, the S&amp;P 500 saw approximately $1.3 trillion in value disappear on Wednesday.
Here&#8217;s a look at some of the biggest movers in the S&amp;P 500 after hours:
<ul>
<li>On Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) down 15.01% at $38.22</li>
</ul>
<ul>
<li>Five Below Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) down 13.5% at $70.49</li>
</ul>
<ul>
<li>AST SpaceMobile Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) down 11.2% at $19.90</li>
</ul>
<ul>
<li>Dollar Tree Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) down 11.1% at $68.99</li>
</ul>
<ul>
<li>Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) down 10.9% at $251.96</li>
</ul>
<ul>
<li>Deckers Outdoor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) down 10.1% at $106.05</li>
</ul>
<ul>
<li>Skechers U.S.A. Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) down 9.59% at $53.38</li>
</ul>
<ul>
<li>Shopify Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) down 9.01% at $91.58</li>
</ul>
<ul>
<li>V.F. Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) down 8.77% at $14.95</li>
</ul>
<ul>
<li>Robinhood Markets Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) down 8.39% at $39.03</li>
</ul>
<ul>
<li>Viper Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNOM#NASDAQ">VNOM</a>) down 8.41% at $42.08</li>
</ul>
<ul>
<li>SharkNinja Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>) down 8.09% at $81.25</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44618089/trumps-tariffs-surprise-triggers-carnage-magnificent-7-set-to-wipe-out-nearly-700-billion-in-market-value">Markets Reel As Trump&#8217;s Tariffs Hit — Magnificent 7 Set To Shed Almost $700 Billion</a></li>
</ul>
Photo: Shutterstock.

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After-Hours Center

ASTS

DLTR

HOOD

SHOP

VNOM

Trump Tariffs Trigger Sell-Off: On Holding, AST SpaceMobile, Lululemon, Shopify, Robinhood Tank

VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) has been analyzed by 18 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">12</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">8</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $24.94, with a high estimate of $34.00 and a low estimate of $18.00. Surpassing the previous average price target of $22.12, the current average has increased by 12.75%.
<img src="https://www.benzinga.com/files/images/story/2025/1743076840_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive VF. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Anna Andreeva</td>
<td>Piper Sandler</td>
<td>Announces</td>
<td>Neutral</td>
<td>$18.00</td>
<td>-</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$18.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Tom Nikic</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$28.00</td>
<td>$28.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$27.00</td>
<td>$27.00</td>
</tr>
<tr>
<td>Tom Nikic</td>
<td>Needham</td>
<td>Announces</td>
<td>Buy</td>
<td>$28.00</td>
<td>-</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$21.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Jay Sole</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$28.00</td>
<td>$24.00</td>
</tr>
<tr>
<td>Simeon Siegel</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$25.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Jonathan Komp</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$28.00</td>
<td>$23.00</td>
</tr>
<tr>
<td>Brooke Roach</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$25.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Joseph Civello</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$24.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$34.00</td>
<td>$29.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$27.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$21.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Ashley Helgans</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$24.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$21.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$29.00</td>
<td>$25.00</td>
</tr>
<tr>
<td>Matthew Boss</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$23.00</td>
<td>$20.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to VF. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of VF compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for VF's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of VF's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/VFC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on VF analyst ratings.</a>
<h2>All You Need to Know About VF</h2>
VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 11 brands includes Vans, The North Face, Timberland, Altra, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.
<h3>VF: A Financial Overview</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Growth: VF's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 1.93%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: VF's net margin is impressive, surpassing industry averages. With a net margin of 5.92%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): VF's ROE stands out, surpassing industry averages. With an impressive ROE of 10.87%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): VF's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.47% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 3.42.
<h2>The Significance of Analyst Ratings Explained</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 18 Analyst Ratings Have To Say About VF

Piper Sandler analyst Anna Andreeva assumes VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) with a Neutral rating and announces Price Target of $18.

Initiation

Piper Sandler Assumes VF at Neutral, Announces Price Target of $18

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