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VF Corp. added to Analyst Focus List at JPMorgan. JPMorgan analyst Matthew Boss added VF Corp. to his firm's Analyst Focus List following the recent pullback in the shares. The analyst has a an Overweight rating on the name with a $106 price target. After speaking to management, Boss sees no signs of slowing growth for VF in China. Further, he says shares at current levels trade at a 20% discount to the company's global brands peer set average.

VF Corp price target lowered to $88 from $105 at RBC Capital. RBC Capital analyst Brian Tunick lowered his price target on VF Corp to $88 to reflect the sell-off in the stock price, saying that in spite of the "beat and raise" Q2 results, investors focused on a "surprising Jeanswear miss, a "deceleration" in Vans, and a sequential slowdown in China". The analyst also keeps his Outperform rating on the shares longer term, noting that the company is positioned to top its free cash flow guidance with higher top line and margin upside.

VF Corp. near-term concerns likely overblown, says Baird. Baird analyst Jonathan Komp raised his estimates on VF Corp. following solid results. The analyst noted strong performance in most of its important brands and improving margin leverage, which he believes will support additional upside opportunity in the second half of the year. Given Friday's severe reaction, he believes the near-term investors concerns of global risk are likely overblown. Komp reiterated his Outperform rating and lowered his price target to $97 from $103 on VF Corp. shares.

VF Corp. weakness a buying opportunity, says Canaccord. Canaccord analyst Camilo Lyon noted VF Corp. pulled back following a strong Q2 earnings report, calling the weakness a buying opportunity. The analyst noted guidance was meaningfully raised but the stock still fell based on concerns of pockets of international weakness, heightened expectations of a bigger guidance raise, and shrinking gross margins. Lyon sees room for upside and reiterated his Buy rating and $108 price target on VF Corp. shares.

VF Corp. price target lowered to $98 from $105 at Credit Suisse. Credit Suisse analyst Michael Binetti lowered his price target for VF Corp. to $98 from $105 saying that the stock's valuation reset more than compensates for new risks. The analyst reiterates an Outperform rating on the shares.

Teen survey shows surprising share gains for Crocs, says Piper Jaffray. Piper Jaffray analyst Erinn Murphy says her firm's 36th semi-annual survey of 8,600 teens across 48 states shows that video games and food "remain multi-year share gainers within teen wallets." Beauty, while not as high as the spring survey, generally continues its uptrend, Murphy tells investors in a research note. She points out that the most notable brand gainers have been VF Corp.'s (VFC) Vans, Adidas (ADDYY), Lululemon (LULU) and "surprisingly" Crocs (CROX). Further, teens' favorite restaurant is Chick-Fil-A followed by Starbucks (SBUX), while Chipotle Mexican Grill (CMG) "gained share sequentially," says Murphy. The analyst remains bullish on VF, raised her price target for Crocs to $23 from $20, for Ulta Beauty (ULTA) to $286 from $270 and trimmed her price target for Estee Lauder (EL).