Analysts Offer Insights on Consumer Cyclical Companies: Wayfair (NYSE: W), Amazon (NASDAQ: AMZN) and VF (NYSE: VFC)10:34 AM Williams Trading VF CORP (VFC) Footwear & Coffee aren't Dreams. Investors Shouldn't be Sell VFC. Despite the 2Q26 revenue and EPS beat, the long term outlook for VFC remains questionable, at best. VFC's management appears confident that it will achieve its FY28 10% EBIT margin target (gross margin of 55% & SG&A of 45%). We do not share management's confidence, and expect an update, with a push out of the 10% EBIT target on or before the 4Q26 earnings call. Despite better than expected 2Q26 results from Vans and The North Face, and worse than expected results from Timberland, VFC needs to better identify and fix the core parts of those brands, before taking steps to expand offerings that potentially attract new customers.