Stock Futures Dip as Vanda Pharma Gains on FDA Approval
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy VFC?
Source: seekingalpha
- Vanda Pharma Approval: Vanda Pharmaceuticals (VNDA) shares surged 33% after the FDA approved Bysanti (milsaperidone) for treating bipolar I disorder and schizophrenia, marking a significant advancement in the mental health sector and expected to drive future sales growth.
- Novo Nordisk Under Pressure: Novo Nordisk (NVO) shares fell 10% as its experimental obesity drug CagriSema failed to meet a key endpoint in a head-to-head study against Eli Lilly's (LLY) tirzepatide, increasing competitive pressure and potentially impacting its future market share.
- VF Corp Downgrade: VF Corp (VFC) shares dropped 4% after JPMorgan downgraded its rating from Neutral to Underweight and cut FY2027 EPS forecast to $0.99, below consensus, indicating significant earnings pressure on the company.
- Market Performance: Stock futures edged lower following President Trump's announcement of a 15% across-the-board tariff, reflecting investor caution regarding economic policy changes and their potential impact on market dynamics.
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Analyst Views on VFC
Wall Street analysts forecast VFC stock price to fall
18 Analyst Rating
3 Buy
13 Hold
2 Sell
Hold
Current: 17.270
Low
10.00
Averages
16.09
High
25.00
Current: 17.270
Low
10.00
Averages
16.09
High
25.00
About VFC
V.F. Corp is a global apparel, footwear and accessories company. The Company designs, procures, markets and distributes a variety of branded products, including backpacks, luggage and accessories for consumers of all ages. Its products are marketed under VF-owned brand names. Its portfolio of outdoor, active and workwear brands includes The North Face, Vans, Timberland, Altra, Smartwool, Icebreaker, Kipling, Napapijri, Eastpak, JanSport, and Timberland PRO. Its segments include Outdoor, Active, and Work. The Outdoor segment is a group of outdoor-based lifestyle brands. Product offerings include performance and performance-inspired outdoor apparel, footwear, equipment and accessories. The Active segment is a group of activity-based lifestyle brands. Product offerings include active apparel, footwear, backpacks, luggage and accessories. The Work segment consists of performance and lifestyle workwear brands with product offerings that include apparel, footwear and accessories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Consumer Demand Driven: CEO Adam Goldenberg states that over 1 million customers expressed strong interest in denim, prompting the company to enter this category after two years of market research, showcasing its keen awareness of consumer needs.
- Changing Market Trends: While the athleisure market continues to grow, North America's growth rate has decreased from 3.1% to 2.3%, whereas the denim market is projected to grow by 2.1%, reflecting a shift in consumer preferences that Fabletics' denim line aims to capitalize on.
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See More
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- Operating Profit Forecast: The company expects operating profit to reach around €2.3 billion, yet a €400 million negative impact from U.S. tariffs results in a profitability outlook that is 15% below market expectations, potentially leading to investor dissatisfaction and declining confidence.
- Sales and Profit Performance: Fourth-quarter sales were €6.1 billion, with profit at €164 million, both slightly missing FactSet estimates, demonstrating that Adidas's growth remains challenged amid external turbulence, which could affect future market performance.
- CEO Contract Extension: Adidas announced the extension of CEO Bjørn Gulden's contract until 2030, reflecting confidence in his strategy, particularly after the split with Ye, as Gulden's leadership is seen as crucial for stabilizing the company.
See More
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- Conference Participation: VF Corporation's management will participate in a fireside chat at Citi's Global Consumer & Retail Conference on March 10, 2026, showcasing their strategic insights and brand influence in the consumer market.
- Live Broadcast: The event will be broadcast live at 9:30 a.m. ET, ensuring that global investors and consumers can access the latest updates from the company in real-time.
- Archive Availability: For those unable to attend the live session, VF Corporation will provide an archived version and transcript after the event, enhancing information transparency and investor relations.
- Brand Commitment: VF Corporation, which includes renowned brands like The North Face, Vans, and Timberland, is committed to delivering innovative products while emphasizing sustainability and long-term value for consumers, employees, and shareholders.
See More
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- Conference Participation: VF Corporation's management will participate in a fireside chat at Citi's Global Consumer & Retail Conference on March 10, 2026, at 9:30 AM ET, showcasing their strategic insights in the consumer goods sector.
- Live Broadcast: The event will be broadcast live via the Internet, accessible at ir.vfc.com, ensuring a broad investor audience can receive real-time updates on the company's latest developments.
- Post-Event Materials: For those unable to listen live, VF Corporation will provide an archived version and transcript after the event, enhancing transparency and meeting investor information needs.
- Brand Commitment: VF Corporation is committed to delivering innovative products through its brands like The North Face®, Vans®, and Timberland®, emphasizing its dedication to sustainability and long-term value creation to enhance consumer experience and brand loyalty.
See More
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- Strong Brand Performance: The Wrangler brand saw a 12% revenue increase to $561.9 million, while Lee returned to growth with a 2% increase to $198.1 million, demonstrating Kontoor's success in brand management and market positioning.
- Improved Profitability: Adjusted operating income reached $150 million, up 48% year-over-year, with adjusted earnings per share rising 26% to $1.73, exceeding market expectations of $1.64, reflecting significant improvements in cost control and operational efficiency.
- Optimistic Future Outlook: Kontoor anticipates 2026 revenue between $3.4 billion and $3.45 billion, representing a 9% growth rate, and expects adjusted EPS to be between $6.40 and $6.50, both above market expectations, showcasing the company's confidence in future growth.
See More
