PVH Corp.: Reiterate Buy Rating As I Remain Confident On Growth And Margin Outlook

Group 1 - The core investment thesis for PVH Corp. (NYSE: PVH) is a buy rating due to improved valuation and favorable demand outlook compared to April 2024 [1] - The investment strategy focuses on long-term investments while also utilizing short-term shorts to identify alpha opportunities [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] Group 2 - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]