VFC

V.F. Corporation VFC is likely to register year-over-year top-line decline when it posts second-quarter fiscal 2027 earnings on Oct. 28, before the opening bell. The Zacks Consensus Estimate for quarterly revenues is pegged at $2.7 billion, indicating a 3.9% dip from the prior-year quarter's figure. The consensus estimate for earnings is pegged at 54 cents per share, which indicates a rise of 3.9% from the year-ago quarter's figure. However, the metric has been stable in the past 30 days. V.F. Corp. delivered a negative earnings surprise of 22.7% in the last reported quarter. In the trailing four quarters, the company's earnings beat the Zacks Consensus Estimate by 34%. V.F. Corporation price-eps-surprise | V.F. Corporation Quote V.F. Corp.'s second-quarter fiscal 2027 results are likely to reflect strength in its outdoor segment and gains from The North Face, Timberland and Altra brands. The North Face has been benefiting from transitional outerwear, shells, equipment and the Altamesa V2 launch, while Timberland continued to build around the six-inch boot and boat shoe. Management expects these brands to benefit from sustained investments in product innovation, marketing and direct-to-consumer (DTC) initiatives. Altra is also likely to remain a growth driver, supported by product launches and increasing brand awareness. In its last earnings call, management expected The North Face to deliver flat to slightly higher revenues in the fiscal second quarter. Our model expects Outdoor revenues to rise 2.6% year over year, and revenues at The North Face to grow 3.7% and Timberland to increase 7.5% in the fiscal second quarter. The company continues to redirect resources toward DTC, marketing, technology and supply-chain capabilities. Such initiatives are likely to have boosted consumer engagement and strengthened brand relevance. The combination of direct-channel investment, inventory discipline and a diversified sourcing base offers VFC additional operating levers. VFC's lower cost base remains a source of reinvestment and margin support. Management had also anticipated gross margin to increase year over year in the quarter under review. However, the fiscal second quarter is expected to remain pressured by continued softness at Vans. Management projects second-quarter revenues at Vans to decline approximately 9% year over year. Weakness in Vans wholesale, foreign-exchange headwinds and muted demand in Asia-Pacific remain key risks. Macroeconomic challenges are also expected to have remained a headwind during the quarter. The ongoing geopolitical disruptions in the Middle East, softer demand in Europe and uncertainty surrounding tariffs are likely to have pressured the revenue trends. Such limitations are likely to have pressured the top-line performance in the fiscal second quarter. VFC has implemented sourcing diversification, pricing actions and supply-chain mitigation initiatives to lessen the tariff impact. We had anticipated Vans constant-currency revenues to drop 8.9% year over year for the quarter under review. Our proven model conclusively predicts an earnings beat for V.F. Corp. this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chance of an earnings beat. You can uncover the best stocks before they're reported with our Earnings ESP Filter. V.F. Corp. currently has an Earnings ESP of +0.80% and a Zacks Rank of 3. Going by the price/earnings ratio, VFC stock is currently trading at 13.86 on a forward 12-month basis, lower than 15.93 of the Textile - Apparel industry. Also, it is trading lower than its median of 15.43. Image Source: Zacks Investment Research The recent market movements show that VFC's shares have gained 3.3% in the past three months against the industry's 2.2% drop. Image Source: Zacks Investment Research Here are some more companies, which according to our model, also have the right combination of elements to post an earnings beat: Ralph Lauren Corporation RL currently has an Earnings ESP of +0.56% and a Zacks Rank of 2. RL is likely to register top and bottom-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.1 billion, indicating 6.1% growth from the figure reported in the year-ago quarter. You can see the complete list of today's Zacks #1 Rank stocks here. The consensus estimate for Ralph Lauren's fiscal second-quarter earnings is pegged at $4.22 a share, implying 11.4% growth from the year-earlier quarter. The consensus mark has moved up a penny in the past seven days. RL has a trailing four-quarter earnings surprise of 8.7%, on average. Carnival Corp. CCL currently has an Earnings ESP of +1.05% and a Zacks Rank of 3. CCL is likely to register top-line growth when it reports fourth-quarter fiscal 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $6.5 billion, indicating a 1.9% increase from the figure reported in the year-ago quarter. The consensus estimate for CCL's fiscal fourth-quarter earnings is pegged at 22 cents per share, implying a 35.3% plunge from the year-ago quarter's actual. The consensus mark has dropped a couple of cents in the past 30 days. CCL has a trailing four-quarter earnings surprise of 17.4%, on average. Mohawk Industries, Inc. MHK currently has an Earnings ESP of +0.04% and a Zacks Rank of 3. MHK is likely to register top-line growth when it reports third-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.9 billion, indicating 3.4% growth from the figure reported in the year-ago quarter. The consensus estimate for MHK's earnings has increased a penny to $2.57 per share in the past 30 days. The consensus estimate indicates a decline of 3.8% from the year-ago quarter's actual. MHK has a trailing four-quarter earnings surprise of 12.3%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report V.F. Corporation (VFC) : Free Stock Analysis Report Carnival Corporation (CCL) : Free Stock Analysis Report Ralph Lauren Corporation (RL) : Free Stock Analysis Report Mohawk Industries, Inc. (MHK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Wall Street expects a year-over-year increase in earnings on higher revenues when Crocs (CROX) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This footwear company is expected to post quarterly earnings of $3.31 per share in its upcoming report, which represents a year-over-year change of +13.4%. Revenues are expected to be $1 billion, up 0.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.32% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Crocs, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.60%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination indicates that Crocs will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Crocs would post earnings of $4.32 per share when it actually produced earnings of $4.55, delivering a surprise of +5.32%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Crocs appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Textile - Apparel industry, V.F. (VFC), is soon expected to post earnings of $0.54 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +3.9%. Revenues for the quarter are expected to be $2.69 billion, down 3.9% from the year-ago quarter. The consensus EPS estimate for V.F. has been revised 1.3% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.80%. This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that V.F. will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Crocs, Inc. (CROX) : Free Stock Analysis Report V.F. Corporation (VFC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Whirlpool Corporation WHR is expected to witness declines in its top and bottom lines when it reports third-quarter 2026 results on Oct. 26. The household appliance company's quarterly revenues are pegged at $3.91 billion, down 3% from the prior-year quarter's figure. The consensus estimate for quarterly earnings has moved downward in the past 30 days to 78 cents per share. However, the consensus mark for earnings indicates a 62.7% fall from the year-ago quarter's figure. Whirlpool delivered a negative earnings surprise of 5% in the last reported quarter. The bottom line has missed estimates by 53.9%, on average, over the trailing four quarters. Whirlpool Corporation price-consensus-eps-surprise-chart | Whirlpool Corporation Quote Whirlpool is likely to have faced continued demand-related challenges in the third quarter of 2026, particularly in the North American major domestic appliances business. The sluggish housing market and weak consumer sentiment may have weighed on appliance purchases, limiting demand for discretionary upgrades and new installations. With industry demand largely driven by replacement purchases rather than housing-related activity, Whirlpool's sales volumes are likely to have remained under pressure. The challenging demand environment may also have constrained the company's ability to generate stronger sales momentum despite ongoing product innovation. The Zacks Consensus Estimate for MDA North America is currently pegged at $2657 million, indicating a decline of 2.4%. Another concern for Whirlpool's third-quarter performance is likely to have been persistent cost inflation and tariff-related pressures. Elevated steel and base metal prices, along with rising resin and fuel costs, may have increased manufacturing and transportation expenses. Although Whirlpool has been implementing pricing actions and cost-saving initiatives to offset these pressures, higher input costs and continued tariff expenses may have limited the benefits. Moreover, several manufacturing footprint optimization initiatives are expected to deliver most of their savings over a longer period, potentially restricting their contribution to third-quarter profitability. Whirlpool's Latin American business is also likely to have encountered challenges from intense promotional competition, particularly in Brazil. Aggressive promotional activity and an unfavorable product mix have been weighing on the region's profitability. Although the company introduced additional pricing actions in Brazil during August, the benefits were expected to build gradually through the quarter, potentially limiting their immediate impact. Meanwhile, consumer preference for lower-priced appliances in North America may have created additional product-mix pressure, as some buyers remained focused on maintaining their spending budgets despite higher appliance prices. Performance across Whirlpool's business segments is likely to have remained mixed in the third quarter, with the Small Domestic Appliances (SDA) business expected to demonstrate greater resilience amid persistent macroeconomic challenges. KitchenAid's strong underlying consumer demand, premium product innovations, expanding direct-to-consumer presence and market-share gains may have supported SDA performance. The expected normalization of retailer inventories following earlier destocking could have provided additional support. Meanwhile, the major appliances business is likely to have remained pressured by sluggish housing activity, subdued consumer sentiment and continued product-mix challenges, as cost-conscious shoppers remained focused on lower-priced options. The Zacks Consensus Estimate for SDA is currently pegged at $322 million, indicating growth of 11.8%. Our proven model doesn't conclusively predict an earnings beat for Whirlpool this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. Whirlpool currently has an Earnings ESP of -74.5% and a Zacks Rank #5 (Strong Sell). You can uncover the best stocks before they're reported with our Earnings ESP Filter. With a forward 12-month price-to-earnings ratio of 8.49x, which is below the five-year high of 21.11x and below the Household Appliances industry's average of 12.87x, the stock offers compelling value for investors seeking exposure to the sector. Image Source: Zacks Investment Research The recent market movements show that WHR's shares have lost 25.7% in the past three months compared with the industry's 12.5% decline. Image Source: Zacks Investment Research Here are some companies that, according to our model, have the right combination of elements to post an earnings beat: Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. V.F. Corporation VFC currently has an Earnings ESP of +5.52% and a Zacks Rank of 3. VFC is likely to register top-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.7 billion, indicating a 3.9% decline from the figure reported in the year-ago quarter. The consensus estimate for VFC's earnings has remained stable at 51 cents per share in the past 30 days. The consensus estimate indicates a decline of 1.9% from the year-ago quarter's actual. VFC has a trailing four-quarter earnings surprise of 33.9%, on average. Cintas Corporation CTAS currently has an Earnings ESP of +0.24% and a Zacks Rank of 2. CTAS is likely to register growth in its bottom and top lines when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $3 billion, indicating 7.9% growth from the figure reported in the year-ago quarter. The consensus estimate for CTAS' first-quarter earnings is pegged at $1.36 a share, implying a 12.4% increase from the year-earlier quarter. The consensus mark has been stable in the past seven days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Whirlpool Corporation (WHR) : Free Stock Analysis Report V.F. Corporation (VFC) : Free Stock Analysis Report Cintas Corporation (CTAS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The market expects V.F. (VFC) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This maker of brands such as Vans, North Face and Timberland is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -1.9%. Revenues are expected to be $2.69 billion, down 3.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.92% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For V.F., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +5.52%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that V.F. will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that V.F. would post a loss of$0.22 per share when it actually produced a loss of -$0.27, delivering a surprise of -22.73%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. V.F. appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report V.F. Corporation (VFC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Snap-on Incorporated SNA is likely to witness growth in its top and bottom lines when it reports third-quarter 2026 earnings on Oct. 22, before the opening bell. The Zacks Consensus Estimate for revenues is $1.2 billion, which indicates a rise of 3.1% from the year-ago quarter's level. The consensus estimate for quarterly earnings has declined by a penny over the past 30 days to $4.91 per share and shows growth of 4.3% from the year-earlier quarter's tally. Snap-On Incorporated price-consensus-eps-surprise-chart | Snap-On Incorporated Quote The company has a trailing four-quarter earnings surprise of 1.4%, on average. It delivered an earnings surprise of 1.22% in the last reported quarter. Snap-on's third-quarter performance is expected to have benefited from sustained demand across the automotive repair industry, supported by the aging global vehicle fleet and increasing vehicle complexity. Healthy repair activity, rising demand for specialized tools and the growing need for advanced diagnostic solutions are likely to have supported the company's Tools and Repair Systems & Information (RS&I) segments. Strong customer demand for productivity-enhancing power tools, precision torque products and other faster-payback offerings is expected to have aided the Tools Group. Meanwhile, growing adoption of intelligent diagnostics, proprietary repair information and advanced undercar equipment among independent repair shops may have bolstered RS&I's performance. SNA's Commercial & Industrial (C&I) segment is likely to have gained from improving demand across critical industries, including aviation, heavy-duty fleets and natural resources. The growing need for precision, customization and reliability in complex industrial applications is expected to have supported demand for specialty torque solutions, innovative power tools and customized tool kits. Expanding opportunities in data center infrastructure, particularly for precision torque applications, may have provided an additional growth avenue. Improving business momentum across Asia-Pacific and European markets, supported by stronger product offerings and better-aligned supply chains, is also likely to have aided the segment's performance. The recent Hi-Force acquisition may have further strengthened the company's industrial capabilities. Our model predicts net sales to rise by 6.5%, 1% and 2% for the C&I, Tools and RS&I segments, respectively, for the third quarter. Snap-on's strategic growth initiatives, including strengthening the franchise van channel, deepening relationships with repair shop owners and expanding its presence in critical industries, are expected to have supported quarterly performance. The company's focus on innovation and new product development, particularly advanced diagnostic platforms and specialized repair solutions, is likely to have encouraged customer adoption. The recent Diesel Laptops acquisition may have expanded its presence in heavy-duty vehicle diagnostics and repair information solutions. Moreover, SNA's emphasis on Rapid Continuous Improvement, aimed at enhancing operational efficiency, optimizing sourcing and controlling costs, is expected to have supported profitability. Its localized manufacturing footprint and ongoing supply-chain adjustments may have further strengthened operational resilience amid a challenging business environment. Despite these strengths, Snap-on's third-quarter performance may have faced pressure from persistent macroeconomic uncertainty, inflationary costs and cautious customer spending. Automotive technicians' reluctance to undertake significant financial commitments is likely to have weighed on demand for expensive tool storage products and related financing activities. Reduced vehicle program launches by original equipment manufacturers and delayed capital spending by dealerships may have constrained demand in the RS&I segment. Continued softness in military-related industrial demand could also have limited growth opportunities. Additionally, unfavorable product mix, higher personnel and freight expenses, and increased technology investments may have pressured margins. Ongoing tariff uncertainty and supply-chain disruptions are other factors that could have affected overall profitability. Our proven model doesn't conclusively predict an earnings beat for Snap-on this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. Snap-on has an Earnings ESP of -0.24% and a Zacks Rank of 2 at present. You can uncover the best stocks before they're reported with our Earnings ESP Filter. Snap-on has a forward 12-month price-to-earnings ratio of 17.39x compared with its five-year high of 20.56x and the Tools - Handheld industry's average of 17.99x. Image Source: Zacks Investment Research The recent market movements show that SNA's shares have declined 12.4% in the past three months compared with the industry's 7.9% fall. Image Source: Zacks Investment Research Here are some companies that, according to our model, have the right combination of elements to post an earnings beat: Mohawk Industries, Inc. MHK currently has an Earnings ESP of +0.04% and a Zacks Rank of 3. MHK is likely to register top-line growth when it reports third-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.9 billion, indicating 3.4% growth from the figure reported in the year-ago quarter. You can see the complete list of today's Zacks #1 Rank stocks here. The consensus estimate for MHK's earnings has increased by a penny to $2.57 per share in the past 30 days. The consensus estimate indicates a decline of 3.8% from the year-ago quarter's actual. MHK has a trailing four-quarter earnings surprise of 12.3%, on average. V.F. Corporation VFC currently has an Earnings ESP of +3.29% and a Zacks Rank of 3. VFC is likely to register top-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.7 billion, indicating a 3.8% decline from the figure reported in the year-ago quarter. The consensus estimate for VFC's earnings has remained stable at 51 cents per share in the past 30 days. The consensus estimate indicates a decline of 1.9% from the year-ago quarter's actual. VFC has a trailing four-quarter earnings surprise of 33.9%, on average. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.4%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Snap-On Incorporated (SNA) : Free Stock Analysis Report V.F. Corporation (VFC) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Mohawk Industries, Inc. (MHK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- Earlier this week, V.F. Corporation reported quarterly results showing revenue of US$1.67 billion that exceeded analyst expectations, but earnings per share fell short, reflecting the ongoing pressures in the competitive apparel and footwear market. - The combination of a revenue beat, an earnings miss, and cautious signals from the wider consumer discretionary sector has become a key lens for assessing how resilient V.F.'s business model really is. - We'll now examine how the revenue beat alongside an earnings miss may reshape V.F. Corporation's existing turnaround-focused investment narrative. Uncover the next big thing with 7 elite penny stocks that balance risk and reward. To own V.F. Corporation today, you need to believe the portfolio of brands can support a credible turnaround through better margins, cleaner inventory, and tighter cost control despite a tough apparel and footwear backdrop. The latest quarter's revenue beat but earnings miss, and the sharp share price reaction, sharpen attention on near term execution as the key catalyst and on elevated leverage as the biggest current risk. The earnings shortfall reinforces that these risks remain material. Against that backdrop, V.F.'s recent decision to appoint Abhishek Dalmia as both CFO and COO is especially relevant. Concentrating finance, transformation, supply chain, and digital under one leader could influence how effectively the company responds to earnings pressure and pursues its turnaround priorities. While the impact will take time to show up in the numbers, this leadership change now sits squarely alongside quarterly results as a focal point for near term progress. Yet the greatest concern investors should be aware of is how V.F.'s high debt burden could limit... Read the full narrative on V.F (it's free!) V.F's narrative projects $10.3 billion revenue and $724.7 million earnings by 2029. Uncover how V.F's forecasts yield a $18.77 fair value, a 30% upside to its current price. Some of the most optimistic analysts were expecting earnings to climb toward about US$896.3 million by 2029, yet the latest earnings miss and Vans related brand fatigue risk show how sharply views on V.F. can differ and why you might want to weigh these bullish forecasts against more cautious scenarios. Explore 4 other fair value estimates on V.F - why the stock might be worth as much as 62% more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your V.F research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. - Our free V.F research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate V.F's overall financial health at a glance. Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay: - Capitalize on the AI infrastructure supercycle with our selection of the 87 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. - This technology could replace computers: discover 25 stocks that are working to make quantum computing a reality. - AI is about to change healthcare. These 37 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include VFC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

It has been about a month since the last earnings report for V.F. (VFC). Shares have lost about 8.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is V.F. due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for V.F. Corporation before we dive into how investors and analysts have reacted as of late. V.F. Corporation posted first-quarter fiscal 2027 results, wherein the top and bottom lines missed the Zacks Consensus Estimate and declined year over year.The company reported an adjusted loss of 27 cents per share for first-quarter fiscal 2027, wider than the year-ago loss of 25 cents. The figure also lagged the Zacks Consensus Estimate of a 22-cent loss.Revenues declined 5.2% year over year to $1.669 billion and missed the consensus mark of $1.674 billion. Excluding Dickies, revenues rose 1% on a reported basis, supported by growth at The North Face, Timberland and Altra. On a regional basis, revenues in the Americas declined 4% year over year on a reported basis. EMEA revenues fell 7% as reported and 9% in constant currency. APAC revenues decreased 3% on a reported basis and 6% in constant currency. Overall, international revenues declined 4% year over year as reported and 7% in constant currency.By channel, wholesale revenues fell 10% on a reported basis. Direct-to-consumer revenues were up 2% year over year on a reported basis and 1% on a constant-currency basis.Revenues in the Outdoor segment improved 5% year over year on a reported basis (up 4% on a constant-currency basis) to $857 million. In the Active segment, revenues of $667 million declined 5% year over year on a reported basis and 6% on a constant-currency basis. Revenues in the All Other segment fell 42% year over year on a reported basis (down 42% on a constant-currency basis) to $145 million. The company’s reported gross margin increased 100 basis points year over year to 54.9%. Adjusted gross margin excluding Dickies improved 10 basis points to 54.9%, indicating modest underlying progress after removing the divested brand’s prior-year contribution.Reported selling, general and administrative expenses were $1 billion, representing 59.9% of revenues. Adjusted expenses were $1.012 billion, or 60.6% of revenues. V.F. Corp. ended the fiscal first quarter with cash and cash equivalents of $670 million, long-term debt of $3 billion and shareholders’ equity of $1.76 billion. Net debt was down $1.1 billion from the year-ago period. VFC raised its fiscal 2027 revenue outlook to growth of 2% or better in constant currency from the prior guidance of 1-2%. The projection reflects expected growth at The North Face, Timberland and Altra, partly offset by a mid-single-digit decline at Vans, with Vans’ second-half revenues expected to improve to a decline of 2% or better year over year.The company maintained its adjusted operating margin forecast of approximately 8%, supported by a higher adjusted gross margin and a lower adjusted SG&A rate. Free cash flow is still expected to be flat to higher than fiscal 2026’s $405 million, aided by year-over-year growth in operating cash flow. VFC anticipates ending fiscal 2027 with a leverage ratio of roughly 2.6x to 2.9x. Since the earnings release, investors have witnessed a downward trend in estimates review. The consensus estimate has shifted -6.54% due to these changes. At this time, V.F. has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a grade of A on the value side, putting it in the top 20% for value investors. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, V.F. has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report V.F. Corporation (VFC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

VF Corporation VFC raised its fiscal 2027 constant-currency revenue outlook to growth of 2% or better, up from its previous 1-2% range, after first-quarter performance exceeded management’s revenue and operating-income expectations. The upgrade signals improving visibility across much of the portfolio, but investors still need to assess whether strength in Outdoor and smaller brands can compensate for a Vans recovery that remains incomplete. Crocs, Inc. CROX offers a useful casual-footwear comparison. Its second-quarter 2026 revenues reached a record $1.18 billion, while the Crocs Brand topped $1 billion in quarterly revenues even as HEYDUDE revenues declined 5.7%.Under Armour, Inc. UAA is another consumer-brand turnaround facing uneven demand. Its first-quarter fiscal 2027 revenues declined 3%, footwear revenues fell 8% and the company lowered its full-year revenue outlook to a mid-single-digit decline while maintaining its profitability outlook. First-quarter revenues, excluding Dickies, were flat in constant currency, better than management’s expectation for a low-single-digit decline. Adjusted operating loss excluding Dickies came to $95 million compared withs guidance for roughly $100 million, providing another reason for management to become more constructive on full-year revenue. Image Source: Zacks Investment Research Outdoor segment revenues increased 5% year over year, with The North Face up 4% in constant currency and Timberland up 3%. Outdoor also showed channel breadth, as reported DTC revenue increased 9% and wholesale rose 3%, reinforcing the segment’s role as VFC’s principal growth engine while Vans remains under pressure. Vans revenue fell 9% in constant currency in the first quarter, and management expects a roughly similar decline in the second quarter. The full-year outlook assumes a meaningful improvement thereafter, with Vans expected to decline by a mid-single-digit rate for fiscal 2027 and combined third and fourth-quarter revenues expected to fall 2% or better as wholesale assortments refresh. The guidance increase is not resting solely on The North Face and Timberland. Altra grew at a double-digit rate, Smartwool also posted double-digit growth, and JanSport and Kipling contributed to improved packs performance, while DTC revenues excluding Dickies increased 5% in constant currency. That broader participation reduces VFC’s dependence on a rapid Vans rebound to generate companywide growth. VFC maintained its fiscal 2027 adjusted operating-margin target of about 8% despite continued investment in marketing and DTC initiatives. Management also continues to expect free cash flow to be flat to higher than fiscal 2026’s $405 million and year-end leverage of 2.6-2.9 times, making profitability and balance-sheet execution important confirmations of the stronger revenue outlook. V.F. Corporation price-consensus-eps-surprise-chart | V.F. Corporation Quote VFC carries a Zacks Rank #3 (Hold), suggesting the improved outlook has not yet translated into a clearly favorable near-term earnings signal. Its Value Score of A and VGM Score of B offer support, but the Growth Score of C and Momentum Score of F underscore why investors may still want evidence that Vans’ second-half improvement and VFC’s margin targets are materializing. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report V.F. Corporation (VFC) : Free Stock Analysis Report Crocs, Inc. (CROX) : Free Stock Analysis Report Under Armour, Inc. (UAA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Jerash Holdings (US), Inc.? Here are five stocks we like better. Strong Q1 fiscal 2027 results: Revenue increased 26.7% to $50.2 million, gross margin expanded to 16.4%, and net income more than quintupled to $1.7 million, or $0.13 per diluted share. Growth opportunities are expanding: Higher projections from VF Corp., a new Urban Outfitters relationship, additional Hansol orders and potential global-brand business are supporting demand. Jerash also plans significant capacity expansion through 2027. Logistics remain a near-term risk: Regional conflict is delaying exports and increasing raw-material transportation costs. The company expects second-quarter revenue of $49 million to $51 million and gross margin of approximately 14% to 15%. Jerash Holdings (US) (NASDAQ:JRSH) reported higher revenue, expanding gross margin and a more than fivefold increase in net income for its fiscal 2027 first quarter, as shipments to its two largest U.S. customers increased and its Korean strategic partner continued to contribute to sales. Chief Financial Officer Gilbert Lee said quarterly revenue rose 26.7% to $50.2 million from $39.6 million a year earlier. Chief Executive Officer Sam Choi described the period as one of “exceptional financial performance,” citing record revenue, improved margins and higher profitability. → MarketBeat Week in Review – 08/03 - 08/07 Gross profit increased 35.7% to $8.3 million, while gross margin expanded by 100 basis points to 16.4%. Lee attributed the margin improvement primarily to a larger mix of shipments to U.S. customers, which he said generally carry stronger margins, as well as efficiency gains from automation. Operating income climbed 174% to $2.6 million from $959,000 in the prior-year quarter. Net income rose to $1.7 million, or $0.13 per diluted share, compared with $324,000, or $0.03 per diluted share, a year earlier. → Quantum Earnings Week: Winners and Losers Are Finally Emerging Management said a recently announced duty-free arrangement for Jordanian apparel and textile exports to the United States has increased inquiries and purchase orders. Choi said the trade development strengthens the company’s competitive position, while Eric Tang, who leads Jerash’s Jordan operations, said the agreement reinforces the benefits of the original 2001 free-trade agreement. Tang said the company received additional orders from Hansol Group, including expanded product categories and higher unit selling prices. He also said product development with another large garment conglomerate was nearing its final stage, with orders for a global brand anticipated in the near term. Those orders, if completed, could support fiscal 2027 growth, according to Tang. → Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War During the question-and-answer session, Tang said Jerash’s largest customer, VF Corp., had provided projections for the coming season that were about 15% above the prior season. Ringo Ng, the company’s head of marketing, said Jerash had opened Urban Outfitters as a customer and forecast approximately $5 million of business in the first year. Ng also cited potential opportunities with Lee, Wrangler, Reebok and The North Face, including higher-value outerwear products. Jerash is targeting approximately 15% additional production capacity by the end of calendar 2026 through expansion of two existing facilities, including new production lines and 500 additional workers. A second phase, targeted for around mid-calendar 2027, is expected to add another 20% to 25% of capacity through a smart warehouse and cutting operation, additional production lines, 500 sewing machines and automation, supported by roughly 1,100 additional workers. A satellite factory opened in March 2026 currently supports 130 local jobs. Jerash plans to expand that site to as many as 250 workers, with an estimated 5% increase in overall production capacity by the end of fiscal 2027. The company is also working with Jordan’s Ministry of Labour on a third satellite factory that could create about 500 jobs. Management said regional conflict has created periodic export-shipment delays from Haifa ports and raised transportation costs for raw materials imported from Asia. Lee said higher other expenses during the quarter reflected increased interest expense tied to supply-chain financing programs used by two major customers and letters of credit for raw-material purchases supporting Hansol-related business. Choi said the company is seeking to improve productivity, sourcing and product mix, but cautioned that new customers and products can initially carry lower margins as production ramps. He also said logistics interruptions and higher raw-material transportation costs remain an uncertainty. For the fiscal 2027 second quarter, Jerash expects revenue of approximately $49 million to $51 million, subject to logistics efficiency amid geopolitical uncertainty. The company’s gross-margin target is approximately 14% to 15%, reflecting higher transportation costs for imported raw materials. As of June 30, 2026, cash equivalents and restricted cash totaled $14.5 million, net working capital was $38.1 million, inventory was $26.6 million, and accounts receivable were $5.9 million. Operating cash flow was $2.5 million for the three months ended June 30, compared with $6.5 million of cash used in operations a year earlier. Jerash’s board approved a quarterly dividend of $0.05 per common share, payable Aug. 24 to shareholders of record as of Aug. 17. Jerash Holdings (NASDAQ:JRSH) is a global designer, manufacturer and marketer of intimate apparel, sportswear and swimwear. Founded in 1994 in the Jerash special economic zone of Jordan, the company has built a vertically integrated production model that spans product design, raw material sourcing, fabric printing, sewing and finishing. By controlling each stage of the manufacturing process, Jerash maintains strict quality standards and achieves competitive lead times for its apparel collections. Operating state-of-the-art facilities in Jordan with a workforce of more than 10,000 employees, Jerash produces both proprietary brands and private-label merchandise for major retailers. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Jerash Holdings (US) Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.