PVH Corp. Q4 Preview: I Recommend High Caution
PVH Corp. has historically had quite stable earnings, while notably trailing from its 2022 Investor Day targets. PVH's outlook is weak. With risks in China, stagnant brand relevance with Tommy Hilfiger and Calvin Klein, and potentially weak consumer confidence, the Q4 report will likely be weak. After a decline, PVH's stock is cheap. Yet, due to the rising uncertainties, I believe that the cheap price is warranted.
G-III Apparel Is Back To Attractive Levels, At 8x Earnings With Double Digit Underlying Growth
G-III Apparel Group delivered 10% YoY revenue growth in FY25, with owned brands growing at double-digit rates offsetting PVH license exits. Margins expanded, and management issued strong forward guidance, yet G-III trades at just 7x FY26E earnings, presenting a buying opportunity. FY26 revenue is guided down ~1% due to PVH headwinds, but owned brands are expected to grow at double-digit rates, with EPS slightly declining.
Is the Options Market Predicting a Spike in PVH Corp (PVH) Stock?
Investors need to pay close attention to PVH Corp (PVH) stock based on the movements in the options market lately.
PVH's Calvin Klein And Tommy Hilfiger Are First Fashion Victims Of U.S.-China Trade War
PVH, the owner of the Calvin Klein and Tommy Hilfiger brands, has been added to China's Ministry of Commerce (MOFCOM) list of “unreliable entities.” It got blacklisted because the country has determined PVH “undermines market rules and violates Chinese laws,” according to a statement issued by the MOFCOM.
Calvin Klein Parent PVH, Illumina Put on China's 'Unreliable Entity' List
Shares of Calvin Klein parent PVH (PVH) and biotech firm Illumina (ILMN) fell when China announced that the companies were being added to its "unreliable entity" list.
Cramer's Stop Trading: PVH Corp.
CNBC's Jim Cramer breaks down why he's keeping an eye on shares of PVH Corp.
China puts PVH Corp, Illumina on its unreliable entity list
China's Commerce Ministry said on Tuesday that it had put PVH Corp and Illumina on its unreliable entity list after the two companies took what it called "discriminatory measures against Chinese enterprises" and "damaged" legitimate rights and interests of Chinese companies.
PVH Stock Eyes Losses After Analyst Bear Note
PVH Corp (NYSE:PVH) stock is down 2% in premarket trading following a downgrade from J.P.
PVH Corp.'s Strength in Brands & Growth Plans Seem Encouraging
PVH benefits from expansion efforts and the strong execution of the PVH+ Plan.
China says US firm PVH engaged in 'improper' conduct related to Xinjiang
Preliminary findings showed that PVH Corp , the parent company of Calvin Klein and Tommy Hilfiger, engaged in "improper" conduct related to the Xinjiang region, China's commerce ministry said on Thursday, without elaborating.
PVH Corp.: Reiterate Buy Rating As I Remain Confident On Growth And Margin Outlook
I maintain a buy rating on PVH Corp. due to expected positive growth in FY25, driven by improved demand and margin expansion. The macroeconomic environment has continued to improve, boosting consumer confidence and discretionary spending, benefiting PVH's DTC channels and stabilizing U.S. wholesale markets. Strategic initiatives, including effective inventory management and transitioning G-III licenses in-house, are set to enhance margins and operational efficiency.
PVH's Brands & Other Strategies Encouraging: Apt to Hold the Stock
PVH Corp. benefits from expansion efforts and the strong execution of the PVH+ Plan.
