Core Viewpoint - PVH shares have increased by approximately 9.3% over the past month, outperforming the S&P 500, but there are concerns about potential pullbacks leading up to the next earnings release [1] Estimates Movement - Estimates for PVH have trended downward over the past month, with the consensus estimate shifting down by 23.15% [2] VGM Scores - PVH has a Growth Score of D and a Momentum Score of F, but it received an A for Value, placing it in the top quintile for this investment strategy. The overall aggregate VGM Score for PVH is C [3] Outlook - The downward trend in estimates indicates a negative outlook for PVH, reflected in its Zacks Rank of 5 (Strong Sell), suggesting below-average returns in the coming months [4] Industry Performance - PVH is part of the Zacks Textile - Apparel industry, where Ralph Lauren has seen a 1.7% increase in shares over the past month. Ralph Lauren reported revenues of $1.7 billion for the last quarter, marking an 8.3% year-over-year increase [5] - For the current quarter, Ralph Lauren is expected to report earnings of $3.40 per share, reflecting a 25.9% increase from the previous year, with a slight estimate change of -0.6% over the last 30 days. Ralph Lauren holds a Zacks Rank of 3 (Hold) [6]

Core Insights - Ralph Lauren Corporation (RL) and PVH Corporation (PVH) are significant players in the Textile-Apparel industry, each with unique strategies and brand identities [1][2] - Both companies are adapting to evolving global consumer demands through digital innovation, supply chain agility, and direct-to-consumer expansion [2][3] Ralph Lauren (RL) Overview - Ralph Lauren is focusing on brand elevation, geographic diversification, and personalized promotions to support growth and cost management [4][5] - The company anticipates low-single-digit revenue growth in constant currency for fiscal 2026, with stronger momentum expected in the first half [6] - Gross margin is projected to remain flat, with AUR growth and lower cotton costs offsetting headwinds from higher tariffs [7] - RL's fiscal 2026 sales and EPS are expected to grow by 3.5% and 10.9% year-over-year, respectively [13] PVH Overview - PVH holds a dominant position in the premium and lifestyle apparel industry, with a diversified business model that includes direct-to-consumer, wholesale, and licensing [8][9] - The company is advancing its PVH+ Plan, focusing on brand elevation, digital acceleration, and operational efficiency, but faces macro pressures and shipment delays [10][12] - PVH's fiscal 2025 sales are projected to grow by 1.4%, while EPS is expected to decline by 5.9% [16] Stock Performance and Valuation - RL is trading at a forward price-to-earnings multiple of 18.65X, significantly higher than the industry average of 11.22X, while PVH trades at a multiple of 5.55 [18] - Ralph Lauren's stock has gained 18.2% in the past three months, outperforming PVH and the broader industry [21] - Despite PVH's strong brand portfolio, its discounted valuation may reflect limited near-term visibility amid ongoing macroeconomic headwinds [19] Conclusion - RL is positioned as a stronger contender in 2025 due to consistent strategic execution, strong brand equity, and a promising financial outlook [22] - For investors seeking stability and consistent growth, RL presents a compelling investment opportunity [25]

Group 1 - The investment approach focuses on long-term investments while incorporating short-term shorts to uncover alpha opportunities [1] - The analysis is based on bottom-up evaluation, emphasizing the fundamental strengths and weaknesses of individual companies [1] - The goal is to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Group 1 - The impact of tariffs on U.S. gross margins is significant but not catastrophic for the company [1] - The primary challenge for the company lies in execution, specifically in maintaining brand relevance and product momentum [1] - The investment approach focuses on operational aspects and long-term earnings power rather than market-driven dynamics [1] Group 2 - The company is evaluated from a long-only investment perspective, emphasizing buy-and-hold strategies [1] - A small fraction of companies are considered a buy at any given time, with most recommendations being holds [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a bullish market [1]

Core Viewpoint - PVH's stock has dropped nearly 20% after lowering its full-year guidance despite exceeding Q1 expectations, raising questions about potential investment opportunities in the premium retailer's stock [1][3]. Group 1: Company Overview - PVH, formerly known as Phillips-Van Heusen Corporation, operates iconic fashion brands like Tommy Hilfiger and Calvin Klein, specializing in a wide range of apparel and accessories sold globally [2]. - The company has consistently surpassed earnings expectations, achieving a Q1 EPS of $2.30, exceeding the expected $2.24, although this represents a 6% decline from the previous year's $2.45 [5][6]. Group 2: Financial Performance - PVH reported Q1 sales of $1.98 billion, surpassing estimates of $1.93 billion and showing an increase from $1.95 billion in the prior period [6]. - The company has maintained an average earnings surprise of 13.47% and a sales surprise of 1.38% over the last four quarters [6]. Group 3: Guidance and Projections - PVH has lowered its EPS guidance for fiscal 2026 to between $10.75 and $11.00, down from a previous range of $12.40 to $12.75, and below the current Zacks Consensus of $12.59 [8][9]. - Despite the lowered guidance, Zacks projects a 13% increase in annual earnings for FY27 to $14.21, although EPS estimates may trend lower following the recent guidance [9]. Group 4: Valuation Metrics - PVH's stock is currently valued at 6.4X forward earnings, significantly lower than the Zacks Textile-Apparel Industry average of 13.3X, indicating a potential buying opportunity for long-term investors [11]. - The company's PEG ratio stands at 0.57, suggesting it is undervalued relative to its growth rate, and it trades at less than 1X forward sales [12]. Group 5: Investment Considerations - Following the Q1 report, PVH stock holds a Zacks Rank 3 (Hold), with potential for a rebound, but investors should monitor earnings estimate revisions closely [16]. - A decline in FY26 EPS estimates is anticipated, and a significant drop in FY27 estimates could indicate further downside risk [16][17].

Calvin Klein and Tommy Hilfiger parent PVH Corp. PVH shares are trading lower after the company cut its FY25 guidance below estimates and issued second-quarter adjusted EPS guidance below estimates.On Wednesday, PVH reported quarterly earnings of $2.30 per share, which beat the analyst consensus estimate of $2.25. Quarterly revenue of $1.98 billion beat the Street estimate of $1.93 billion.The company cut its fiscal 2026 adjusted EPS guidance from a range of $12.40 to $12.75 to a new range of $10.75 to $11, ...

Shares of PVH (PVH -17.23%), the diversified apparel company and parent of brands like Calvin Klein and Tommy Hilfiger, were falling today after it reported solid results in its first-quarter earnings report, but cut its outlook for the full year.As of 12:37 p.m., the stock was down 17.7%. What's ailing PVH?With uncertainty around tariffs and the broader economy, apparel companies have faced a challenging environment, and PVH is no different.Revenue rose 2% to $1.98 billion, ahead of its guidance calling fo ...

Key Takeaways PVH Corp. delivered solid Q1 FY25 results driven by strong brand and regional performance. The company lowered its FY25 adjusted operating margin and EPS guidance due to the tariff impacts. PVH continues to manage headwinds while leveraging brand strength across key international markets.PVH Corporation (PVH) reported better-than-expected results in the first quarter of fiscal 2025, wherein both earnings and revenues topped the Zacks Consensus Estimate. However, the bottom line fell year ove ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Group 1 - PVH Corp's stock has declined 16.3% to $67.68, marking its worst single-session drop since April 2024, primarily due to a reduction in fiscal second-quarter profit guidance attributed to higher tariffs, overshadowing better-than-expected first-quarter earnings and revenue [1] - Wells Fargo and BMO have reduced their price targets for PVH, with Wells Fargo lowering it from $93 to $84 and BMO from $100 to $80, although analysts remain generally bullish with nine out of 15 firms rating it as "buy" or better [2] - PVH has experienced a significant 36% loss year-to-date and over 44% decline in the last 12 months, with today's trading activity showing a notable increase in options volume, particularly in the June 80 call [3] Group 2 - The 12-month consensus target price for PVH is $98.23, indicating a 41.2% premium over current trading levels, suggesting potential upside despite recent declines [2] - The stock has struggled to break through the $90 level in May, which coincides with its 200-day moving average, indicating a resistance point [3] - Today's options activity reflects heightened interest, with 2,132 calls and 1,140 puts traded, significantly above typical volume, indicating potential market speculation [3]