PVH's Situation Is Bad, But Stock Has Low Expectations, Still Fair And A Hold

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]