PVH Corp
NYSE:PVH

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PVH Corp
NYSE:PVH
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Price: 75.35 USD -1.01% Market Closed
Market Cap: 3.6B USD

PVH Corp
Investor Relations

In the bustling world of global fashion, PVH Corp. stands as a testament to the power of strategic brand management and innovation. Founded in 1881, PVH has grown into a titan within the apparel industry, leveraging its rich heritage to cultivate a portfolio that includes iconic brands such as Calvin Klein and Tommy Hilfiger. This New York-based company competes in a highly dynamic market, adeptly navigating changes in consumer preferences and retail landscapes. With a finger on the pulse of style and sustainability, PVH focuses on designing, marketing, and retailing apparel, applying its expertise to ensure that it captures the imagination of fashion-forward consumers while staying true to its core design ethos. By effectively integrating creative brand storytelling with data-driven market insights, PVH ensures its brands resonate across diverse global markets.

The financial backbone of PVH Corp. is built on a comprehensive multi-channel strategy that combines wholesale, retail, and e-commerce platforms. This diversified approach allows it to flourish in an ever-evolving market, optimizing flexibility and reach. Retail stores and online outlets serve as the primary conduits for direct-to-consumer sales, while wholesale operations ensure that PVH's products find their place in renowned department stores such as Macy's and Nordstrom, as well as specialty outlets worldwide. As part of its growth strategy, the company invests significantly in digital transformation to enhance customer engagement and streamline operations. This investment in technology, paired with a sharp focus on sustainability and corporate responsibility, not only heightens brand value but also positions PVH Corp. as a forward-thinking leader committed to shaping the future of fashion with integrity and innovation.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 4, 2025
AI Summary
Q3 2026

Q3 Beat: PVH exceeded guidance for reported revenue, operating profit, and EPS, while constant currency revenue was in line with expectations.

Revenue: Total company revenue was $2.3 billion, up 2% reported and down less than 1% in constant currency, with Americas up 2% and APAC flat.

Margins: Operating margin was 8.8%, and gross margin declined 210 basis points due to tariffs, licensing transitions, and product delays.

Guidance Narrowed: Full-year revenue and EPS guidance narrowed to the high end of prior ranges; constant currency revenue and operating margin outlook reaffirmed.

Inventory & Cash Flow: Inventory ended Q3 up 3% (mainly due to tariffs), but management expects inventory and cash flow to remain well-managed into 2026.

Tariff Impact: Tariffs continued to pressure margins and EPS, with a projected $65 million EBIT impact for 2025; mitigation actions are underway.

Brand Momentum: Calvin Klein and Tommy Hilfiger showed strong consumer engagement, especially in underwear, denim, and e-commerce channels.

CFO Transition: CFO Zac Coughlin is departing, and a global search for a permanent replacement is underway.

Key Financials
Revenue
$2.3B
Operating Margin
8.8%
Gross Margin
56.3%
EPS
$2.83
SG&A as a Percentage of Revenue
47.5%
Inventory
up 3% YoY
Interest Expense
$21M (Q3)
Tax Rate
25.5% (Q3)
Share Repurchases
7.7 million shares YTD
Other Earnings Calls

Management

Mr. Stefan Larsson
CEO & Director
No Bio Available
Mr. Zachary James Coughlin
Executive VP & CFO
No Bio Available
Ms. Eva Serrano
Global Brand President of Calvin Klein
No Bio Available
Ms. Ester Jimenez
Chief Technology & Information Officer
No Bio Available
Ms. Sheryl Freeman
Vice President of Investor Relations
No Bio Available
Mr. Mark D. Fischer J.D.
General Counsel & Secretary
No Bio Available
Ms. Amber McCann
Executive VP & Chief Communications Officer
No Bio Available
Ms. Amba Subrahmanyam
Executive VP & Chief People Officer
No Bio Available
Ms. Ellen Constantinides
Chief Operating Officer of Global Supply Chain
No Bio Available
Mr. Alexander Tom Chu
Regional President of PVH Asia Pacific
No Bio Available

Contacts

Address
NEW YORK
New York City
285 Madison Avenue
Contacts
+12123813500.0
www.pvh.com