Core Insights - PVH Corp's CFO Zac Coughlin will leave the company at the end of 2025, remaining until year-end and participating in the upcoming Q3 earnings call [1] - The company reaffirmed its Q3 and full-year 2025 revenue and non-GAAP earnings guidance [1] Leadership Changes - CEO Stefan Larsson expressed gratitude for Coughlin's contributions, highlighting his role in advancing the PVH+ Plan and driving cost efficiencies [2] - Melissa Stone has been appointed as interim CFO while the company searches for Coughlin's successor [2] Background of Key Personnel - Melissa Stone has over two decades of experience at PVH, previously holding senior finance roles [3] - Zac Coughlin has a diverse background, having served as group CFO and COO at DFS (LVMH subsidiary) and CFO of Converse at Nike, along with over a decade in finance at Ford Motor Company [3] Future Outlook - Coughlin expressed pride in his role at PVH and optimism for the continued momentum of the PVH+ Plan under the leadership of CEO Stefan Larsson [4] - In October 2025, Patricia Gabriel was appointed as the new chief supply chain officer and global head of operations, replacing David Savman [4]

This audio is auto-generated. Please let us know if you have feedback Dive Brief:PVH Corp. Chief Financial Officer Zac Coughlin is leaving the apparel retailer to take the CFO spot at SiriusXM, the companies announced Tuesday.Melissa Stone, a 20-year PVH veteran who is executive vice president of global financial planning and analysis, will take on Coughlin’s duties during a global search for his replacement.Coughlin, who arrived at PVH in early 2022, will stay through the end of the year and participate i ...

Updated 4:55 p.m. ET Nov. 18 Zac Coughlin, who’s been chief financial officer of PVH Corp. since 2022, is moving on to become finance chief at SiriusXM. More from WWD He will stay on until the end of December at the Calvin Klein and Tommy Hilfiger parent company. PVH on Tuesday reaffirmed its revenue and profit guidance for the rest of the year and said Coughlin would be on hand for the company’s third-quarter earnings call on Dec. 4. The timing gives PVH a little cushion to find someone new, but CFO is ...

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Core Insights - Patricia Gabriel has been appointed as the chief supply chain officer at PVH Corp, succeeding David Savman who will become the global brand president of Calvin Klein [1][4] - Gabriel brings over 25 years of experience in supply chain, manufacturing, and logistics from global consumer goods companies, including Mondelez International and AB InBev [2] - CEO Stefan Larsson emphasized Gabriel's consumer-focused approach and her ability to drive growth through operational excellence, which aligns with PVH's strategy to enhance Calvin Klein and Tommy Hilfiger as leading lifestyle brands [3] Company Overview - PVH Corp is focused on building Calvin Klein and Tommy Hilfiger into highly desirable lifestyle brands globally [3] - The company aims to leverage Gabriel's expertise in supply chain optimization and data-driven solutions to accelerate the progress of its PVH+ Plan [3] Leadership Transition - The leadership change is part of a strategic move to enhance operational capabilities and drive growth within the company [1][4] - Gabriel expressed excitement about joining PVH at a pivotal moment in its growth journey, highlighting the importance of operational excellence and supply chain optimization as competitive advantages [4]

Core Insights - PVH Corp. has appointed Patricia Gabriel as the new chief supply chain officer and global head of operations, effective in Q4 [1][2] - Gabriel emphasizes the importance of operational excellence and supply chain optimization as competitive advantages for growth and innovation [2] - She brings over 25 years of experience in supply chain management from her previous roles at Capri Holdings, Mondelez International, and AB InBev [3] Company Overview - PVH Corp. is the parent company of renowned apparel brands Calvin Klein and Tommy Hilfiger [1] - The company is currently in a growth phase, with a focus on enhancing its supply chain and operational capabilities [2] Leadership Transition - Patricia Gabriel will succeed David Savman, who has served as chief supply chain officer since 2022 and will now concentrate on his role as global brand president for Calvin Klein [4]

Core Insights - PVH Corp has appointed Patricia Gabriel as the new chief supply chain officer and global head of operations, effective in the fourth quarter of 2025, replacing David Savman who will remain as global brand president for Calvin Klein [1][2] - Gabriel brings over 25 years of experience in supply, manufacturing, and logistics management from major global consumer goods companies, including her previous role as chief supply chain officer at Capri Holdings [2][3] Company Overview - PVH Corp operates in over 40 countries with principal brands Calvin Klein and Tommy Hilfiger [1] - The company reported a 2% increase in revenue to $1.984 billion in the first quarter of 2025, with regional performance varying significantly [4][5] Financial Performance - Revenue in the Europe, Middle East, and Africa segment increased by 5%, while the Americas segment saw a 7% growth [5] - Conversely, the Asia Pacific segment experienced a 13% decline, attributed to the timing of the 2025 Lunar New Year and a challenging consumer environment, particularly in China [5] Strategic Focus - Gabriel's role will involve enhancing global operations from product development to consumer delivery, aiming to strengthen PVH's operating framework [3] - The company is focused on building Calvin Klein and Tommy Hilfiger into leading lifestyle brands, leveraging Gabriel's expertise in consumer-centric operational excellence [2][4]

Core Insights - Patricia Gabriel has been appointed as the chief supply chain officer and global head of operations at PVH Corp., which owns Tommy Hilfiger and Calvin Klein [1][2] - Gabriel brings over 25 years of experience in consumer supply chains, previously serving as chief supply chain officer for Capri brands, including Michael Kors and Jimmy Choo [2][3] - The appointment comes as PVH aims to enhance its operational excellence and supply chain optimization to drive growth and innovation for its brands [3][4] Company Strategy - PVH is focused on maximizing the potential of its brands, Tommy Hilfiger and Calvin Klein, and has recently increased its revenue forecast [4] - The company is implementing high-profile marketing campaigns to connect its brands with culture and highlight iconic products [4] - PVH is also working on building a more agile supply chain to align with its strategic changes [4]

Core Insights - PVH Corporation is facing challenges in a promotional retail environment, particularly in the U.S. and China, leading to a decline in consumer demand and a gross margin drop of 240 basis points to 57.7% in Q2 FY2025 [1][7] - The company is experiencing increased tariff pressures, with tariffs expected to reduce EBIT by $70 million in FY2025, which is a revision from earlier estimates [2][7] - Despite these challenges, PVH is focusing on cost discipline and operational efficiencies, aiming for a 200 basis point improvement in operating margin by year-end [3][7] - PVH's brand strength in Calvin Klein and Tommy Hilfiger, along with digital growth, is expected to provide resilience against margin pressures [4] Financial Performance - In Q2 FY2025, PVH's gross margin decreased by 240 basis points to 57.7% due to heightened promotional activities [1][7] - Tariffs are projected to impact EBIT by approximately $70 million in FY2025, indicating a significant increase in cost pressures [2][7] - The company anticipates that cost-saving measures will contribute an additional 200 basis points to operating margin by the end of the fiscal year [3][7] Market Position - PVH's stock has outperformed the broader Consumer Discretionary sector, gaining 30.4% over the past three months, while the sector fell by 3.3% [5] - The current forward P/E ratio for PVH is 7.55X, which is below the industry average of 11.58X and the sector average of 19.94X, indicating a modest discount relative to peers [8]

Group 1 - The company, PVH, has been executing its strategic plan for 3.5 years, focusing on leveraging the brand power of its iconic brands, Calvin Klein and Tommy Hilfiger [2] - PVH has a long history of 140 years and is one of the longest-traded companies on the New York Stock Exchange [1] - The business is evenly split between Calvin Klein and Tommy Hilfiger, each accounting for approximately 50% of total revenue [1] Group 2 - The company has established a strong presence globally, with the largest business in Europe and the second largest in the U.S. and North America [1] - The Asia-Pacific (APAC) region is identified as having the biggest growth potential for the company [1]