Retail Stock Shooting Off 2-Year Lows After Earnings Beat

Group 1 - PVH Corp reported better-than-expected fourth-quarter earnings and revenue, leading to a 15.6% increase in stock price to $74.69 [1] - The company announced a $500 million share buyback plan for this year after completing a previous buyback in 2024 and provided an optimistic annual forecast [1] - Year-to-date, PVH's stock is down 28.9%, despite the recent gains [2] Group 2 - BMO Capital reduced its price target for PVH from $106 to $93, while TD Cowen increased its target from $110 to $125, indicating mixed analyst sentiment [2] - Seven out of fourteen analysts have a "buy" rating on PVH, while the other seven have a "hold" rating [2] - Short interest in PVH accounts for 5.6% of the stock's available float, with a coverage time of nearly three days at the average trading pace [2] Group 3 - PVH has experienced 11 times the average daily options volume, with the January 2026 60-strike put being the most active [3] - The April 80 call is also seeing new positions being opened, indicating increased interest in options trading [3] - PVH stock has outperformed options traders' volatility expectations, reflected in a Schaeffer's Volatility Scorecard (SVS) of 86 out of 100 [3]