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10月21日 - ** VF Corp 股价盘前下跌 ~4%，报 18.74 美元
** 摩根大通（J.P.Morgan ）券商在2025年第二季度财报发布前将VFC列入负面催化剂 观察名单，将其目标价维持在16美元。
** 表示看到 The North Face品牌 的 批发面临持续挑战，因为零售合作伙伴不愿承担 去年暖冬开始后的库存风险 。
** 认为包括 Vans 在内的品牌需求疲软将拖累VFC 的 直接面向消费者$(DTC.AU)$ 收入
** 券商预计 公司在整个亚太地区的销售质量将有所下降，原因是数字市场的促销活动增加，推动了 TheNorth Face 在中国的销售量。
** 23家券商中有5家将该股评级为 "买入 "或 "更高"，14家为 "持有"，4家为 "卖出"；其PT中值为18.07美元--LSEG数据
** 截至上次收盘，该股今年累计上涨近 4
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