PVH
About: PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites, about 1,400 stores, and about 1,500 shop-in-shops and concessions. The firm also licenses its brands to third parties and distributes its merchandise through department stores and other wholesale accounts. PVH traces its history to 1881 and is based in New York City.
Employees: 28,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 129
6% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 70
3% less funds holding
Funds holding: 374 [Q4 2024] → 364 (-10) [Q1 2025]
9.24% less ownership
Funds ownership: 104.75% [Q4 2024] → 95.51% (-9.24%) [Q1 2025]
44% less capital invested
Capital invested by funds: $6.16B [Q4 2024] → $3.45B (-$2.71B) [Q1 2025]
48% less call options, than puts
Call options by funds: $28.2M | Put options by funds: $54.8M
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$64
2%
upside
Avg. target
$91
45%
upside
High target
$146
133%
upside
12 analyst ratings
6 positive
50%
6 neutral
50%
0 negative
0%
Barclays Adrienne Yih | 32%upside $83 | Overweight Maintained | 9 Jun 2025 |
B of A Securities Heather Balsky | 21%upside $76 | Neutral Maintained | 6 Jun 2025 |
Morgan Stanley Kimberly Greenberger | 2%upside $64 | Equal-Weight Maintained | 6 Jun 2025 |
UBS Jay Sole | 133%upside $146 | Buy Maintained | 6 Jun 2025 |
Telsey Advisory Group Dana Telsey | 44%upside $90 | Outperform Maintained | 6 Jun 2025 |
Financial journalist opinion
Based on 29 articles about PVH published over the past 30 days
Negative
Seeking Alpha
5 days ago
PVH Corp.: Poor Macro Backdrop And Internal Issues Led Me To Downgrade The Stock
Downgrade PVH to hold as weak macro conditions, deteriorating demand and execution missteps undermine near-term growth and margin recovery prospects. 1Q25 results showed disappointing DTC sales, gross margin contraction, and operational issues at Calvin Klein, raising red flags about management execution. Inventory surged 19% y/y, reflecting poor demand and increasing risks of further markdowns and margin pressure in a highly promotional environment.
Negative
Seeking Alpha
5 days ago
PVH's Situation Is Bad, But Stock Has Low Expectations, Still Fair And A Hold
PVH Corp.'s Q1 results show margin pressure from tariffs and promotions, but the main challenge is execution and maintaining brand relevance amid macro headwinds. China remains a significant risk, contributing disproportionately to profits; any disruption could materially impact PVH's bottom line. Cost controls and SG&A cuts are a positive, but declining brand interest and risky share repurchases raise concerns about long-term strategy.
Positive
Zacks Investment Research
1 week ago
Is PVH Stock Too Cheap to Ignore After Q1 Earnings?
Operating iconic fashion brands like Tommy Hilfiger and Calvin Klein, PVH stock has dropped nearly 20% after lowering its full-year guidance despite exceeding Q1 expectations.
Neutral
Benzinga
1 week ago
Why Analyst Sees Attractive Valuation For Calvin Klein Parent PVH Despite 'Noisy' Q1
Calvin Klein and Tommy Hilfiger parent PVH Corp. PVH shares are trading lower after the company cut its FY25 guidance below estimates and issued second-quarter adjusted EPS guidance below estimates.
Negative
The Motley Fool
1 week ago
Why PVH Stock Tumbled Today
Shares of PVH (PVH -17.40%), the diversified apparel company and parent of brands like Calvin Klein and Tommy Hilfiger, were falling today after it reported solid results in its first-quarter earnings report, but cut its outlook for the full year.
Neutral
Seeking Alpha
1 week ago
PVH Corp. (PVH) Q1 2025 Earnings Call Transcript
PVH Corp. (NYSE:PVH ) Q1 2025 Earnings Conference Call June 5, 2025 9:00 AM ET Company Participants Sheryl Freeman - Vice President of Investor Relations Stefan Larsson - CEO & Director Zachary James Coughlin - Executive VP & CFO Conference Call Participants Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Jay Daniel Sole - UBS Investment Bank, Research Division John David Kernan - TD Cowen, Research Division Matthew Robert Boss - JPMorgan Chase & Co, Research Division Michael Charles Binetti - Evercore ISI Institutional Equities, Research Division Operator Good morning, everyone, and welcome to today's PVH First Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this call may be recorded, and that I will be standing by should you require any assistance.
Positive
Zacks Investment Research
1 week ago
PVH's Q1 Earnings Surpass Estimates, Stock Down on Slased FY25 View
PVH Corp. posts strong Q1 FY25 results on brand and regional growth but trims fiscal 2025 EPS outlook due to tariff pressures.
Positive
Zacks Investment Research
1 week ago
Here's Why PVH (PVH) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Negative
Proactive Investors
1 week ago
PVH shares tumble as tariff impact prompts earnings downgrade despite Q1 sales beat
Shares of PVH Corp. (NYSE:PVH) plunged nearly 19% on Thursday morning after the apparel maker cut its full-year earnings forecast, citing the impact of tariffs and continued margin pressure, despite topping revenue estimates in the first quarter. The company, which owns Calvin Klein and Tommy Hilfiger, reported adjusted earnings of $2.30 per share in the quarter ended May 5, above analysts' consensus estimate of $2.25.
Neutral
Business Wire
1 week ago
PVH Corp. Announces Specialized Outerwear Category Licensing Agreement with Herman Kay-Mystic LLC for North America Wholesale Channel
NEW YORK--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH] and Herman Kay-Mystic LLC (“Herman Kay”) today announced a new licensing agreement of select wholesale men's and women's outerwear under the Calvin Klein and TOMMY HILFIGER brands in the U.S. and Canada, which is expected to launch in Spring 2026. PVH has a large and diversified global licensing business, which is a key competitive advantage globally. Through the multiyear takeback of its licensed women's wholesale business in North America, PVH.
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