Wells Fargo slashed its 2026 earnings estimates across the U.S. apparel and footwear sector on April 30, 2025. This revision is due to the dual pressures of elevated tariffs on Chinese imports and expectations for a mild U.S. recession.
The firm anticipates the recession to begin in the second half of 2025, creating a challenging macroeconomic backdrop for companies like V.F. Corporation. This outlook suggests significant headwinds for the industry.
The revised forecasts highlight the potential for lower profitability and dampened consumer demand, directly impacting VFC's financial prospects and investor expectations.
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