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This summary was created by AI, based on 2 opinions in the last 12 months.

PVH Corp recently reported earnings that exceeded market expectations, showcasing better-than-anticipated performance at both the top and bottom lines, alongside a strong future forecast and a $500 million share buyback initiative. Despite these positive indicators, the company is still facing challenges as it navigates a volatile post-pandemic landscape, particularly with noticeable revenue growth in international markets and a promising resurgence in North America. However, there are ongoing concerns, such as declining consumer confidence in the U.S., rising tariffs that may inflate prices, and sluggish sales in China, which contribute to a cautious outlook for the coming quarter. While the adjusted EPS forecast has been raised and the company has outperformed previous low expectations, experts advise waiting a couple more quarters to assess its trajectory more clearly.

Consensus
cautious
Valuation
fair value
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WATCH

Last Monday, they reported a surprising earnings report, great numbers top and bottom and a strong forecast, plus a $500 million share buyback. It's been a rollercoaster since the pandemic. Revenues were particularly good overseas, and growth in North America (been a long time). Numbers per se weren't great, but they beat low expectations. The adjusted EPS forecast was higher than expected. They delivered a soft forecast for the current quarter, though. Problems remain: Weakening US consumer confidence, tariffs will raise prices, and slower sales in China. PVH is not doing great, but beating expectations. Wait another quarter or two.

DON'T BUY

They report Monday. An apparel company that include Calvin Klein among its brands. We've become so used to disappointments from retail that we will glaze over if they deliver bad numbers. Estimates have been consistently cut for PVH, so there's little hope of a beat.

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TOP PICK

PVH is one of the most admired fashion and lifestyle companies in the world. PVH powers brands that drive fashion forward – for good. Our brand portfolio includes the iconic Calvin Klein, TOMMY HILFIGER, Van Heusen, IZOD, ARROW, Warner’s, Olga and Geoffrey Beene brands, as well as the digital-centric True&Co. intimates brand.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 23/22, Down 17.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PVH has triggered its stop at $55. To remain disciplined, we recommend covering the position at this time. This results in a net investment loss of 11%, when combined with the previous buy recommendation.
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate this owner of such brands as Calvin Klein and Tommy Hilfiger as a TOP PICK. The market is already expecting a slow down in earnings when it reports near month end due to supply chain and inflationary woes; however, last quarter the company surprised with earnings 55% above expectation. International sales are expected to continue showing strong recovery, especially in in Korea and Australia. It trades at 5x earnings, compared to peers at 11x and is trading under book value at today's price. We like that management has prudently used some cash reserves to help aggressively retire debt and buy back shares. We recommend trailing up the stop (from $47) to $55, looking to achieve $91 -- upside potential over 35%. Yield 0.2% (Analysts’ price target is $90.64)
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This owner of such brands as Calvin Klein and Tommy Hilfiger recently beat analyst earnings estimates by over 35%. Despite lockdown and supply chain issues, the company is reporting strong sales recovery already in Korea and Australia. It trades at 5x earnings, compared to peers at 14x and is trading under book value at today's price. We like that management has prudently used some cash reserves to help aggressively retire debt and buy back shares. We recommend a stop loss at $47, looking to achieve $95 -- upside potential over 65%. Yield 0.2% (Analysts’ price target is $95.40)
BUY
PVH jumps 8% on earnings today This is a recovery of brands, not just from people wearing sweatpants, but Tommy Hilfiger and Calvin Klein lines. The businesses are run better and run well in the new digital economy with higher gross margins. The stock has underperformed with technical levels at $110-115 to watch. The stock can hold these numbers.
DON'T BUY

She didn't love the business because it's more wholesale than direct to consumer, but that is starting to rise among their overall revenues. She was impressed by the gross margin. Since Macy's is their biggest customer that PVH stock didn't trade up on the heels of Macy's good earnings. Pass, because it's jumped too fast, but the company gave excellent execution with the report.

BUY
PVC has been roaring since the vaccine announcements after getting hit hard during Covid in 2020. It's PVC's time to shine as we reopen in 2021. They sell clothes to be worn outside, not home in lockdowns (opposite of Lululemon).
BUY

A past pick from summer 2020 when we started turning the corner on the pandemic The parent of Calvin Klein and Hilfiger was struggling until Pfizer's vaccine news last November, then it leapt 20% in one day. It got another boost when it reported a good quarter in early December. Digital sales are up 70% YOY. With department stores opening in the future, PVH has room to run. Trades at a cheap 12x PE.

COMMENT

This manages a portfolio of brands and they are good at it. However, if you look at the earnings revisions that pretty much tells you all you need to know. This is just not working for people right now.

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PVH Corp(PVH-N) Rating

Ranking : 3 out of 5

Star iconStar iconStar iconStar empty iconStar empty icon

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for PVH Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

PVH Corp(PVH-N) Frequently Asked Questions

What is PVH Corp stock symbol?

PVH Corp is a American stock, trading under the symbol PVH-N on the New York Stock Exchange (PVH). It is usually referred to as NYSE:PVH or PVH-N

Is PVH Corp a buy or a sell?

In the last year, 1 stock analyst published opinions about PVH-N. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for PVH Corp.

Is PVH Corp a good investment or a top pick?

PVH Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for PVH Corp.

Why is PVH Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is PVH Corp worth watching?

1 stock analyst on Stockchase covered PVH Corp In the last year. It is a trending stock that is worth watching.

What is PVH Corp stock price?

On 2025-05-08, PVH Corp (PVH-N) stock closed at a price of $75.56.