Tommy Hilfiger

Search documents
PVH Corp appoints Patricia Gabriel as supply chain chief
Yahoo Finance· 2025-10-10 11:01
At Capri Holdings, Gabriel was chief supply chain officer for Michael Kors, Jimmy Choo, and Versace. Gabriel will succeed David Savman who will assume the position of global brand president, Calvin Klein. A seasoned supply and operations executive, Gabriel has worked for more than 25 years leading supply, manufacturing and logistics organisations at global consumer goods companies like Mondelez International and AB InBev. Throughout her global career, she has led end-to-end supply chains with commercial ...
Calvin Klein parent company names chief supply chain officer
Retail Dive· 2025-10-09 13:27
This audio is auto-generated. Please let us know if you have feedback PVH Corp., the parent company of apparel brands Calvin Klein and Tommy Hilfiger, appointed Patricia Gabriel as its next chief supply chain officer and global head of operations, per a press release obtained by sister publication Supply Chain Dive. At PVH, she will oversee global operations and the end-to-end supply chain for the company and its brands across multiple regions and functions. “In Calvin Klein and Tommy Hilfiger, PVH has two ...
PVH Corp appoints Patricia Gabriel as chief supply chain officer
Yahoo Finance· 2025-10-09 09:25
US-based fashion and lifestyle retailer PVH Corp has named Patricia Gabriel as its new chief supply chain officer and global head of operations. Gabriel will replace David Savman, who will continue as global brand president for Calvin Klein. The appointment will take effect in the fourth quarter of 2025. PVH Corp operates in more than 40 countries through its principal brands, Calvin Klein and Tommy Hilfiger She will report to PVH Corp’s CEO, Stefan Larsson. Larsson stated: “Patricia is a consumer-focu ...
Patricia Gabriel Jumps to PVH From Capri to Lead Supply Chain, Operations
Yahoo Finance· 2025-10-08 21:17
Patricia Gabriel is trading in her Michael Kors and Jimmy Choos for some Calvin Klein and Tommy Hilfiger. PVH Corp., which owns both Tommy Hilfiger and Calvin Klein, has hired Gabriel out of Capri Holdings to become its chief supply chain officer and global head of operations. More from WWD She takes over the role from David Savman, who’s been pulling double duty since becoming global brand president of Calvin Klein in May. Gabriel, who has worked for more than 25 years in consumer supply chains at the l ...
Can PVH Overcome Margin Pressures Amid Tariffs and Promotions?
ZACKS· 2025-09-26 17:16
Key Takeaways PVH's Q2 gross margin fell 240 bps to 57.7% due to heightened promotions in key markets.Tariffs are set to cut EBIT by about $70M in FY25, up from earlier estimates.Cost savings and efficiencies are expected to add 200 bps to operating margin by year-end.PVH Corporation (PVH) is navigating a more promotional retail landscape across key markets, particularly in the United States and China, where softer consumer sentiment has pressured demand. In the second quarter of fiscal 2025, the company’s ...
PVH Corp. (PVH) Corp. Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Seeking Alpha· 2025-09-04 18:18
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]
PVH(PVH) - 2025 FY - Earnings Call Transcript
2025-09-04 16:40
Financial Data and Key Metrics Changes - The company reported a 4% growth in Q2, with improvements in both Calvin Klein and Tommy Hilfiger brands [17] - Innovations in Calvin Klein's underwear and denim categories led to sales increases of 14% and 19% respectively [11][64] - The company reaffirmed its earnings guidance despite tariff rates nearly doubling, with 70% of its business being international [18][71] Business Line Data and Key Metrics Changes - Calvin Klein and Tommy Hilfiger each contribute approximately 50% to the company's overall business [3] - The company has seen sequential improvement in direct-to-consumer (DTC) performance, indicating a growing consumer base and improved customer engagement [32][33] - The wholesale order books in Europe are showing low single-digit growth, indicating a positive trend for the upcoming seasons [22][24] Market Data and Key Metrics Changes - The company has the strongest business presence in Europe and significant growth potential in the Asia-Pacific (APAC) region [4][41] - In China, both Calvin Klein and Tommy Hilfiger ranked among the top five international brands on Tmall during major shopping events [41] - The APAC region is the company's highest DTC market, heavily weighted towards full-price sales [43] Company Strategy and Development Direction - The company aims to leverage the brand power of Calvin Klein and Tommy Hilfiger to drive growth, focusing on cultural relevance and consumer engagement [5][6] - The PVH Plus strategy emphasizes stronger product offerings and improved customer experiences to enhance brand relevance and pricing power [28][73] - The company is investing in flagship stores globally to enhance brand expression and drive sales across all channels [49][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the North American market despite uncertainties related to tariffs, highlighting strong consumer responses to their brands [27][29] - The company is focused on long-term growth and improving the consumer offering, which is expected to drive margin expansion [73][75] - Management acknowledged challenges faced in product creation but emphasized that improvements are being made to stabilize and enhance gross margins [56][60] Other Important Information - The company has centralized its global product creation team to improve efficiency and effectiveness in product offerings [52][53] - The opening of the Harajuku flagship store for Calvin Klein was met with significant consumer interest, indicating strong brand engagement [45][49] - The company is adapting its marketing strategies to better connect with consumers and drive conversion rates [36][37] Q&A Session Summary Question: What gives confidence in improvement trends in Europe? - Management noted strong brand positioning and growth in wholesale order books as indicators of improvement [22][24] Question: Expectations for the North American environment in 2025? - Management sees uncertainty but remains encouraged by consumer responses and strong DTC performance [27][29] Question: How is the competitive environment expected to change? - Management believes brand strength and relevance will become increasingly important for market share [30][31] Question: What changes are expected in DTC performance? - Management highlighted sequential improvements in DTC and a focus on building consumer engagement [32][33] Question: What is the outlook for APAC and China? - Management reported stabilization in APAC and significant growth during major shopping events in China [41][42] Question: How is the company addressing tariff impacts? - Management is working on mitigation strategies and believes that international business provides a competitive advantage [68][71] Question: Is margin expansion achievable? - Management affirmed that margin expansion is achievable through improved consumer offerings and disciplined cost management [73][75]
G-III Apparel Group Announces Date for Second Quarter Fiscal 2026 Results
Globenewswire· 2025-08-28 11:00
Group 1 - G-III Apparel Group, Ltd. will release its second quarter fiscal 2026 earnings on September 4, 2025, before the market opens [1] - A conference call will be held at 8:30 a.m. ET on the same day to discuss the results, followed by a Q&A session for the investment community [1] - Participants can register for the call in advance and access it via telephone or live audio webcast [2] Group 2 - G-III Apparel Group is a global fashion leader with expertise in design, sourcing, distribution, and marketing [3] - The company owns and licenses over 30 brands, including ten iconic brands such as DKNY and Donna Karan, and licenses more than 20 sought-after names in global fashion [3]
PVH Corp Q2 Earnings Beat, Stock Gains on Raised FY25 Revenue View
ZACKS· 2025-08-27 14:15
Core Insights - PVH Corporation reported better-than-expected results for Q2 of fiscal 2025, with revenues and earnings exceeding the Zacks Consensus Estimate, although the bottom line decreased year over year while the top line increased [1][2][5] Financial Performance - Adjusted earnings were $2.52 per share, down 16.3% from $3.01 in the prior year, surpassing the Zacks Consensus Estimate of $1.97 and the company's guidance of $1.85-$2.00 [5] - Revenues increased by 4% year over year to $2.17 billion, beating the consensus mark of $2.10 billion, with management guiding for low-single digit revenue growth [6][12] - Direct-to-consumer revenues rose 4% year over year, while wholesale revenues climbed 6% [7][8] Segment Analysis - EMEA revenues increased 3% year over year to $1.05 billion, while Americas revenues climbed 11% to $684 million, driven by wholesale growth [13][14] - APAC revenues decreased by 1% year over year to $335.2 million, with direct-to-consumer revenues flat despite challenges in the region [15] Cost and Margin Details - Gross profit was $1.25 billion, nearly flat year over year, with gross margin contracting 240 basis points to 57.7% due to various cost pressures [9] - Adjusted selling, general and administrative expenses were $1.08 billion, up 1.5% year over year [10] Future Outlook - For Q3, revenues are projected to be flat to slightly up year over year, with adjusted earnings per share expected to be between $2.35 and $2.50 [21] - For fiscal 2025, reported revenues are expected to rise slightly to the low-single digits, with an adjusted EPS guidance of $10.75-$11.00 [23][24]
Buy These Retail Apparel Stocks for a Rebound as Q2 Results Approach? ANF, PVH
ZACKS· 2025-08-26 01:26
Core Insights - Abercrombie & Fitch (ANF) and PVH are set to report their Q2 results, attracting investor interest as potential buy-the-dip candidates due to a possible rate cut in September [1][2] Q2 Expectations - Abercrombie & Fitch is expected to report a nearly 5% year-over-year sales increase to $1.19 billion, but earnings per share (EPS) are projected to decline by 9% to $2.27 [4] - PVH's Q2 sales are anticipated to rise by 1% to $2.1 billion, while EPS is expected to drop over 34% to $1.97 [6] Performance History - Abercrombie & Fitch has surpassed sales expectations for 11 consecutive quarters and has exceeded the Zacks EPS Consensus for nine straight quarters, with an average earnings surprise of 11.24% [4][8] - PVH has exceeded sales estimates for six straight quarters and has surpassed the Zacks EPS Consensus for 17 consecutive quarters, with an average earnings surprise of 13.47% [8] Valuation Metrics - Both ANF and PVH stocks are trading under 10 times forward earnings and below 2 times sales, earning an "A" Zacks Style Scores grade for Value [10] Investment Outlook - The upcoming Q2 reports and guidance for both companies will be critical for determining potential upside, with both currently holding a Zacks Rank 3 (Hold) [12]