PVH battles tariff and promotion pressures, leaning on cost discipline and brand strength to defend margins and fuel future growth.
PVH Corp. (NYSE:PVH ) Corp. Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 11:40 AM EDT Company Participants Stefan Larsson - CEO & Director Zachary Coughlin - Executive VP & CFO Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Presentation Brooke Roach Research Analyst Good morning, and welcome to another session of our GS 32nd Annual Global Retailing Conference. My name is Brooke Roach, and I cover the apparel, accessories and brand sector here at GS.
PVH Might Create Massive Shareholder Value (Playing The Abercrombie & Fitch Handbook?)
PVH raises the FY25 revenue outlook after reporting solid Q2 results, with growth fueled by Calvin Klein and Tommy Hilfiger.
PVH faces margin pressure and weak demand in China, but brand strength and its PVH+ plan may help drive Q2 revenue growth.
Get a deeper insight into the potential performance of PVH (PVH) for the quarter ended July 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
PVH (PVH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
PVH (PVH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
PVH (PVH) reported earnings 30 days ago. What's next for the stock?
Ralph Lauren outpaces PVH with stronger execution, premium brand focus, and a solid growth outlook heading into 2026.
PVH Corp.'s Q1 results show margin pressure from tariffs and promotions, but the main challenge is execution and maintaining brand relevance amid macro headwinds. China remains a significant risk, contributing disproportionately to profits; any disruption could materially impact PVH's bottom line. Cost controls and SG&A cuts are a positive, but declining brand interest and risky share repurchases raise concerns about long-term strategy.
Operating iconic fashion brands like Tommy Hilfiger and Calvin Klein, PVH stock has dropped nearly 20% after lowering its full-year guidance despite exceeding Q1 expectations.