PVH(PVH)

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Seeking Clues to PVH (PVH) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-05-30 14:16
Core Viewpoint - The upcoming earnings report from PVH is anticipated to show a decline in quarterly earnings and revenues compared to the previous year, with analysts adjusting their estimates slightly upward in recent weeks [1][2]. Financial Performance Estimates - Quarterly earnings are expected to be $2.23 per share, reflecting a 9% decrease year over year [1]. - Revenue is forecasted at $1.94 billion, indicating a slight decline of 0.8% compared to the same quarter last year [1]. Analyst Revisions - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.1%, suggesting a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Breakdown by Brand - Revenue for Tommy Hilfiger is projected to reach $1.02 billion, representing a year-over-year increase of 0.5% [4]. - Total revenue for Calvin Klein is estimated at $876.14 million, indicating a decrease of 1.2% year over year [5]. - Heritage Brands Wholesale revenue is expected to be $43.23 million, reflecting a significant decline of 16.5% from the prior year [5]. - Tommy Hilfiger North America revenue is forecasted at $297.79 million, with a slight increase of 0.4% year over year [5]. - Calvin Klein North America revenue is estimated at $288.91 million, showing a growth of 1.3% from the previous year [6]. - Calvin Klein International revenue is projected at $587.23 million, indicating a decrease of 2.4% year over year [6]. - Tommy Hilfiger International revenue is expected to reach $720.52 million, reflecting a 0.6% increase from the year-ago quarter [6]. Stock Performance - PVH shares have increased by 23.5% over the past month, outperforming the Zacks S&P 500 composite, which rose by 6.4% [7]. - PVH holds a Zacks Rank of 2 (Buy), suggesting it is expected to outperform the overall market in the near term [7].
Earnings Preview: PVH (PVH) Q1 Earnings Expected to Decline
ZACKS· 2025-05-28 15:01
Core Viewpoint - PVH is anticipated to report a year-over-year decline in earnings due to lower revenues, with the consensus outlook indicating potential impacts on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for June 4, 2025, with expected earnings of $2.23 per share, reflecting a 9% decrease year-over-year. Revenues are projected at $1.94 billion, down 0.8% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised 1.1% higher in the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for PVH is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.05%. Despite this, the stock holds a Zacks Rank of 2, complicating predictions of an earnings beat [12]. Historical Performance - PVH has a history of beating consensus EPS estimates, having done so in the last four quarters. In the most recent quarter, it reported earnings of $3.27 per share against an expectation of $3.19, achieving a surprise of +2.51% [13][14]. Conclusion - While PVH does not appear to be a strong candidate for an earnings beat, investors are advised to consider other factors influencing stock performance ahead of the earnings release [17].
PVH (PVH) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2025-05-27 17:06
Core Viewpoint - PVH has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for PVH for the fiscal year ending January 2026 is projected at $12.58 per share, reflecting a 7.2% increase from the previous year [7]. - Over the past three months, analysts have raised their earnings estimates for PVH by 4.1% [7]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [6]. - The Zacks rating system maintains a balanced distribution of 'buy' and 'sell' ratings, ensuring that only the top 20% of stocks are rated highly based on earnings estimate revisions [8][9]. Market Implications - The upgrade to Zacks Rank 2 positions PVH in the top 20% of Zacks-covered stocks, suggesting potential for higher stock price movement in the near term [9]. - Rising earnings estimates and the corresponding rating upgrade indicate an improvement in PVH's underlying business, which could lead to increased investor interest and stock appreciation [4].
V.F. Corp vs. PVH Corp: Which Stock Will Lead the Apparel Space Next?
ZACKS· 2025-05-27 16:25
Core Insights - V.F. Corporation (VFC) and PVH Corporation (PVH) are leading players in the global apparel industry, each with a strong portfolio of brands and retail expertise [1][2] - Both companies are adapting to changing consumer demands, inflationary pressures, and a focus on sustainability through digital innovation and supply chain agility [2][3] V.F. Corporation (VFC) - VFC is implementing a transformation program called Reinvent, focusing on cost reduction, strengthening the balance sheet, and improving brand performance, particularly for Vans [4][6] - The company has achieved $300 million in gross cost savings and aims for $500-$600 million in operating income expansion by fiscal 2028 [5][6] - VFC targets an adjusted operating margin of at least 10% and a gross margin of 55% or higher, with a goal to reduce net leverage to 2.5x or below [6][7] - VFC has reduced net debt by nearly $2 billion and raised free cash flow guidance to $440 million for fiscal 2025 [7] - Despite a solid third-quarter performance, VFC has revised its fourth-quarter revenue guidance to a decline of 4-6% year-over-year [8] PVH Corporation (PVH) - PVH focuses on brand elevation, direct-to-consumer growth, and operational efficiency through its PVH+ Plan, which aims for long-term value via digital acceleration and supply chain agility [10][11] - The company is targeting growth in Asia, particularly China, while maintaining a double-digit EBIT margin in North America [11] - In Europe, PVH aims to reignite growth through product innovation and enhanced marketing strategies [12] - PVH is leveraging digital innovation with AI-powered personalization and partnerships with major platforms like Amazon and Tmall [13] - The Zacks Consensus Estimate for PVH's fiscal 2025 sales and EPS implies year-over-year growth of 0.8% and 7.2%, respectively [14] Comparative Analysis - PVH currently trades at a forward P/E ratio of 6.26X, below the industry average of 12.40X, while VFC trades at a higher multiple of 12.92 [17][18] - PVH's stock has gained 15.3% in the past month, outperforming VFC and the broader industry [19] - PVH is viewed as a more attractive investment due to its disciplined execution of the PVH+ Plan and lower valuation compared to VFC [19][20] - VFC's ongoing operational challenges and transitional phase present execution risks, despite its long-term goals [21][25]
Are Investors Undervaluing PVH (PVH) Right Now?
ZACKS· 2025-05-27 14:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental ...
Strength Seen in PVH (PVH): Can Its 8.4% Jump Turn into More Strength?
ZACKS· 2025-05-15 09:00
Core Viewpoint - PVH Corp's stock has shown significant movement due to an upgrade from Jefferies, highlighting its sales growth potential despite challenges in the operating environment, particularly in China [2] Group 1: Stock Performance - PVH shares increased by 8.4% to $87.28 in the last trading session, with a trading volume higher than average [1] - Over the past four weeks, the stock has gained 17.5% [1] Group 2: Company Strategy - PVH is implementing proactive cost and efficiency measures while focusing on long-term growth, especially in China, through its multi-year PVH+ Plan [3] - The PVH+ Plan is centered around five strategic pillars: product excellence, consumer engagement, digital leadership, data-driven operations, and efficiency-focused investment [3] Group 3: Earnings Expectations - The upcoming quarterly earnings report is expected to show earnings of $2.24 per share, reflecting a year-over-year decline of 8.6%, with revenues projected at $1.93 billion, down 1.1% from the previous year [4] - The consensus EPS estimate for the quarter has been revised 1.6% higher over the last 30 days, indicating a positive trend that may lead to price appreciation [5] Group 4: Industry Context - PVH is part of the Zacks Textile - Apparel industry, where another company, Guess, has seen a 25.7% return in the past month, although it currently holds a Zacks Rank of 4 (Sell) [5][6]
PVH Corp Looks Undervalued: Is Now the Time to Buy the Stock?
ZACKS· 2025-05-05 17:05
PVH Corporation (PVH) is currently trading at a discount compared with its industry benchmarks. The stock trades at a forward 12-month price-to-earnings (P/E) ratio of 5.49X, lower than the industry’s average of 10.86X. Adding to its appeal, PVH holds a Value Score of A, reflecting strong fundamentals and positioning it as an attractive opportunity for long-term, value-focused investors.PVH’s P/E Ratio (Forward 12 Months) Image Source: Zacks Investment Research While some investors are still weighing PVH’s ...
Why Is PVH (PVH) Down 8.6% Since Last Earnings Report?
ZACKS· 2025-04-30 16:30
It has been about a month since the last earnings report for PVH (PVH) . Shares have lost about 8.6% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is PVH due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, fresh ...
PVH (PVH) Stock Jumps 16.9%: Will It Continue to Soar?
ZACKS· 2025-04-10 15:40
PVH (PVH) shares ended the last trading session 16.9% higher at $70.70. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 10.3% loss over the past four weeks.The company is experiencing solid momentum in its iconic global brands, Calvin Klein and TOMMY HILFIGER. Its PVH+ Plan and expansion efforts also bode well. As a result, PVH’s earnings and sales exceeded the Zacks Consensus Estimate in fourth-quarter fiscal 2024 ...
PVH Q4: Financial Improvements Aren't Big Enough (Rating Downgrade)
Seeking Alpha· 2025-04-03 13:06
Group 1 - PVH Corp., owner of brands like Tommy Hilfiger and Calvin Klein, has seen its stock drop by 27% since August [1] - The article contrasts the current performance of PVH Corp. with a previous Buy rating [1] Group 2 - The author, Manika, has over 20 years of experience in investment management, stock broking, and investment banking [1] - Manika runs a profile called Long Term Tips (LTT), focusing on opportunities in the green economy [1] - The investing group, Green Growth Giants, delves deeper into opportunities within the green economy segment [1]