摩根大通将VF Corp评级上调至“中性”,股价随之上涨

路透中文
Oct 09
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>将VF Corp评级上调至“中性”,股价随之上涨

10月9日 - ** 服装零售商VF Corp(VFC.N)股价上涨约3%,报14.90美元

** 摩根大通将评级从“减持”上调至“中性”;维持18美元的目标价

**该券商表示,VF 2027财年的销售额和利润有望达到或超过市场共识

** 预计增长将主要由户外品牌——The North Face、Timberland和Altra——驱动

**摩根大通表示,Vans品牌的下滑势头已得到控制,2027年春季的批发订单为下半年业绩改善提供了“高度可见性”

** 指出在更多正价销售、更优的库存规划以及向高毛利品牌和高端产品转型的推动下,公司仍有望在2029财年实现约10%的营业利润率

** 25家券商中有8家给予“买入”或“更乐观”评级,15家给予“持有”评级,2家给予“卖出”评级;目标价中位数为16美元——数据由LSEG汇总

** 截至上一交易日收盘,该股年内累计跌幅约为20%

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