PVH: Setup Is Not Good Enough To Justify An Upgrade To Buy
PVH Corp. (PVH) remains a hold, as brand execution improves, but growth and tariff headwinds persist. Turnaround efforts show credible progress, with successful product campaigns and stronger brand moments for Calvin Klein and Tommy Hilfiger. Constant currency revenue growth remains weak, and significant tariff impacts are forecasted to weigh on FY2026 earnings.
PVH Corp. (PVH) Q4 2026 Earnings Call Transcript
PVH Corp. (PVH) Q4 2026 Earnings Call Transcript
PVH Corp.'s Q4 Earnings Beat Estimates, DTC Revenues Rise 1% Y/Y
PVH beats Q4 estimates with rising sales and earnings, driven by Calvin Klein and Tommy Hilfiger strength, while outlining cautious 2026 growth amid tariff pressures.
PVH (PVH) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for PVH (PVH) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
PVH (PVH) Beats Q4 Earnings and Revenue Estimates
PVH (PVH) came out with quarterly earnings of $3.82 per share, beating the Zacks Consensus Estimate of $3.3 per share. This compares to earnings of $3.27 per share a year ago.
PVH Q4 Earnings on the Horizon: Here's What Investors Should Know
PVH Corp. rides Calvin Klein and Tommy Hilfiger strength, but tariffs and margin pressure may weigh on Q4 fiscal 2025 results.
PVH Q4 Earnings Preview: Attractive Despite Inflation Risk (Upgrade)
PVH Corp. faces margin pressure from tariffs and macro risks, but shares are now attractively valued at ~7x forward earnings. European sales weakness and inflationary risks from the Iran war pose significant headwinds, particularly for PVH's international exposure. Guidance for the upcoming year is likely to be cautious, with a wide EPS range ($9.00–$11.25) reflecting commodity price uncertainty.
G-III Apparel Group Is Emerging From The PVH Headwind
G-III Apparel Group remains pressured by PVH license losses, tariffs, and deleveraged SG&A, with Q4 sales down 8% YoY. I maintain a Hold rating as valuation at 12x forward earnings does not sufficiently compensate for execution risk and ongoing headwinds. Owned brands like DKNY and Karl Lagerfeld show scale and growth, but cannot yet offset PVH revenue declines; FY27 guidance implies further challenges.
PVH Corp. $PVH Shares Sold by Atlantic Investment Management Inc.
Atlantic Investment Management Inc. trimmed its stake in PVH Corp. (NYSE: PVH) by 23.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 100,000 shares of the textile maker's stock after selling 30,000 shares during the period. PVH comprises 4.8% of Atlantic Investment Management Inc.'s
PVH Corp. Gains From Strong Brands, Innovation and Digital Expansion
PVH advances its strategy with stronger Calvin Klein and Tommy Hilfiger focus and innovations to enhance design, demand planning and consumer engagement.
PVH, OpenAI Alliance to Embed AI in Product Design & Demand Planning
PVH Corp. teams with OpenAI to embed AI across design, planning and retail, advancing the PVH+ plan and deepening Calvin Klein and TOMMY HILFIGER ties.
Brand Strength, Innovations & Digital Growth Aid PVH's Performance
PVH Corp. gains from its PVH+ Plan, strong Calvin Klein and Tommy Hilfiger brands, and cost discipline, even as Heritage brands and macro pressures weigh.
