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Stock impact report

VFC added to Conviction List as Needham upgrades SHOO and downgrades Nike [Yahoo! Finance]

V.F. Corporation (VFC) 
Last v.f. corporation earnings: 1/23 06:55 am Check Earnings Report
US:NYSE Investor Relations: ir.vfc.com
Company Research Source: Yahoo! Finance
2025 for the group,” citing a resilient consumer, easing tariff pressures and improving margin tailwinds. The sector fell about 15 percent on average last year versus a 16 percent gain for the S&P 500, according to the firm. Analyst Tom Nikic revealed in a note to clients that Needham is adding VF Corp. to its Conviction List, arguing that “the TNF and Timberland brands had strong holiday performances,” while long-sluggish Vans is showing “some green shoots.” Needham expects “steady improvement in margins and the balance sheet over the next 24–36 months.” The firm also upgraded Steven Madden (SHOO) to Buy from Hold. Needham said the company is benefiting from “favorable fashion trends,” adding that it sees “a major sales/margin/EPS recovery opportunity in 2026/2027,” along with “meaningful M&A accretion from the Kurt Geiger acquisition.” On the other hand, Needham downgraded Nike to Hold from Buy, citing a slower-than-expected turnaround. Nikic wrote that the firm is “conc Show less Read more
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